Leadership
Michael Book, CLU, ChFC, CLTC
Managing Partner
Scott Greenfield, CLF
Managing Partner
Christina Mantzaris
CFO – COO
Peter Kane
Chief Supervisory Officer
Travis Caruso, CLTC
VP, Sales
Lisette Clark
New Business Manager
Elizabeth (Liz) D’Aleo
SVP, Business Development
Kay-Dean Dawson-Smith
Assistant Controller
James Farka
SVP, Advanced Life Sales
Zinora Koven
Brokerage Director
Shirley Morel
VP, Advisor & Broker Services
Dennis Mullen, ChFC, CLTC
Managing Director, Brokerage
Kristen Olsziewski
VP, Head of Regulatory Operations
Michael Patch
Brokerage Director
Jocie Rojas
VP, Corporate Services
Kyle Uricchio
VP, Head of Investment Oversight
