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Our Professionals

Robert Hall, CRFA

President & Founder

Beth Hall

Chief Financial Officer

Rhonda Camacho

Administrator

Josh Mickley

Director of Business Development

Kris Berrie

System and Implementation Specialist

John M. Graves

Insurance Producer and Retirement Planner

Todd G. Civiello

Insurance Producer and Retirement Planner

Aaron J. Maassel

Insurance Producer and Retirement Planner

David Romans

Public Relations Manager

Cathy Mace

Tax Professional

Erron Barrino

Client Concierge

Barbara Cripple

HECM Specialist

Visane Kongmanichanh

Insurance Producer and Retirement Planner

Joe Pronio

Insurance Producer and Retirement Planner

Bruce Grishkevich

Insurance Producer and Retirement Planner

Leah Grishkevich

Insurance Producer and Retirement Planner

Kevin Krawczyk

Insurance Producer and Retirement Planner

Stephanie Rivera-Weiss

Insurance Producer and Retirement Planner

Michael Engler

Insurance Producer and Retirement Planner

John Schiavo

Insurance Producer and Retirement Planner

Caleb Lopez

Independent Producer and Retirement

Faunus Doney

Insurance Producer and Retirement Planner

Pam Desjardins

Insurance Producer and Retirement Planner

Thomas Graybeal

Property and Casualty Insurance Agent

Derek Karr

Property and Casualty Insurance Agent

Joe Street

Insurance Producer and Retirement Planner

James Farrell

Insurance Producer and Retirement Planner

Jeff Lacourse

Insurance Producer and Retirement Planner

Christopher Robinson

Insurance Producer and Retirement Planner