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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Leadership Team

Michael Levin

Michael J. Levin

President and CEO

Frank Zito Jr.

Frank Zito Jr.

Executive Vice President

Rick Levin

Rick Levin

Senior Vice President

Chris Cuccia

Chris Cuccia

Managing Partner

Daniel Pecoraro

Daniel Pecoraro

Managing Partner

Doug  Gallagher

Doug Gallagher

Vice President

Katie Malaney

Katie Malaney

Business Manager & CFO

Emily Sharpe

Emily Sharpe

Supervisory Officer

Piers Curry

Piers Curry

Agency Director of Development

Ashley Sherman

Ashley Sherman

Director of Advisor Operations

Andrew Pease

Andrew Pease

Director of Products

Michael  Everritt

Michael Everritt

Managing Associate

Randi Perez

Randi Perez

Director of Marketing

Advisor Resource Team

Ashley Sherman

Ashley Sherman

Director of Advisor Operations

Matthew Hunter, CIMA®

Matthew Hunter, CIMA®

Portfolio Consultant & Investment Specialist

Matt  Douce, ChFC®, ChSNC®

Matt Douce, ChFC®, ChSNC®

Director of Financial Planning

Pam Sweeney

Pam J. Sweeney

Agency Long Term Care and Disability Income Insurance Specialist

Randi Perez

Randi Perez

Director of Marketing

William Thomas

William Thomas

Agency Technology Specialist and Agency Security Administrator

Eric Roukey

Eric Roukey

Disability Income Insurance Product Specialist

Wealth Management Team

Matthew Hunter, CIMA®

Matthew Hunter, CIMA®

Portfolio Consultant & Investment Specialist

Euan Wilson, CFA®, AWMA®

Euan Wilson, CFA®, AWMA®

High Net Worth Portfolio Analyst

Matt  Douce, ChFC®, ChSNC®

Matt Douce, ChFC®, ChSNC®

Director of Financial Planning

Client Centered

Whether you are investing to build wealth, protect your family,
or preserve your assets, our personalized service focuses your
needs, wants, and long-term goals.

Our team of professionals have years of experience in financial
services. We can help you address your needs of today and for
many years to come. We look forward to working with you.

Contact Us