Broker Check

Biographies

Alessandra  Nicolas

Alessandra Nicolas

Head of Financial Wellness and Benefits

Barry Finn

Barry Finn

Financial Services Representative, Special Care Planner

(609) 557-5108

Christopher Kinzler

Christopher Kinzler

Financial Planner

Evan Cleary

Evan Cleary

Home and Auto Insurance Specialist

Fran Naselli

Fran Naselli

General Agent

Jeffrey  Jenei

Jeffrey Jenei, JD*

Advanced Markets Consultant

John Swarts

John Swarts, CPA

Chief Operating Officer - PA

Keith Kensey

Keith Kensey, LUTCF, CPFA®

Life Insurance Specialist

Kim McGann

Kim McGann, CPBC

Client Experience Director

Matthew Siegel

Matthew Siegel, CLU®, CHFC®

Life Insurance Specialist

Michael Taylor

Michael Taylor

Director of Compliance

Robert Hagenberg

Robert Hagenberg

General Agent

Robert Meara

Robert Meara

Chief Operating Officer - NJ