Elizabeth (Liz) D’Aleo

SVP, Business Development

Liz D’Aleo joined as our SVP of Business Development in April 2022.  Liz acts as a sales, strategy and consultative resource, providing guidance, product knowledge, and practice management support. She spends her time working closely with our advisors optimizing their staff, assisting in critical strategic business decisions, institutionalizing, and implementing key processes, in turn increasing sales activity and revenue. 

Liz began her career in Financial Services in 2002 for Wachovia Bank, as a Licensed Financial Specialist, then Retail Sales and Service Coach. She joined MassMutual’s Lee, Nolan and Koroghlian agency in late 2008. Liz spent over 10 years as a key member of MassMutual’s Lee, Nolan & Koroghlian Agency, where she served in a variety of capacities, beginning as an advisor, a dedicated product specialist, and for most of her 10+ year tenure, she worked closely with their brokers and career-advisor population to help them grow their practices.  

Most recently before joining FAF, Liz served as the Director of Family Offices for a well-established wealth preservation firm. Liz was the direct contact to A-clients, next to the President and CEO. She coordinated all aspects of the firm’s 360 Degree Wealth Management Process.

Liz graduated with a B.A. in Mathematics from Dominican University New York. She holds a NJ Life/Health Insurance License, Series 6, Series 63, and Series 7.

Scott Greenfield, CLF

Managing Partner

Peter Kane

Chief Supervisory Officer

Lisette Clark

New Business Manager

Elizabeth (Liz) D’Aleo

SVP, Business Development

Kay-Dean Dawson-Smith

Assistant Controller

James Farka

SVP, Advanced Life Sales

Elizabeth Frunzi

SVP, Director of Marketing

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

Steven Randall

Managing Director, Sales

Jocie Rojas

VP, Corporate Services

Kyle Uricchio

VP, Head of Investment Oversight