Travis J. Caruso, with 18+ years in the financial services industry, currently serves as Vice President of Sales at FAF. He brings a wealth of experience, having held key roles at J.P. Morgan, Strategies for Wealth, and Northwestern Mutual, where he not only managed large teams but also thrived in building and driving his own advisor practice.

In his sales leadership role, Travis is dedicated to proactively scouting top talent, delivering focused mentorship to nurture their development, and overseeing the growth of FAF’s next generation of producers.

Travis holds a Bachelor’s degree in Sociology from the University of New Mexico, where he played four years of Division 1 soccer. He and his wife, Sally, along with their two children, Isa and TJ, call Port Washington, Long Island, their home.

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

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