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.
Michael J. Levin
President and CEO
Frank Zito Jr.
Executive Vice President
Rick Levin
Senior Vice President
Chris Cuccia
Managing Partner
Doug Gallagher
Vice President
Ronald Gruninger III, CFP®, CIMA®, AIF®, RICP®
Director of Wealth Management
Katie Malaney
Business Manager & CFO
Emily Sharpe
Supervisory Officer
Ashley Sherman
Director of Advisor Operations
Megan Ballard
Director of Marketing
Andrew Pease
Director of Products
Chris Lewis
Business Development Consultant
Ashley Sherman
Director of Advisor Operations
Matt Douce, ChFC®, ChSNC®
Director of Financial Planning
Ronald Gruninger III, CFP®, CIMA®, AIF®, RICP®
Director of Wealth Management
Pam J. Sweeney
Agency Long Term Care and Disability Income Insurance Specialist
Robin Vernon
Agency Financial Planning Specialist
Eric Roukey
Disability Income Insurance Product Specialist
Christopher Gonzalez
Agency Technology Specialist
Ronald Gruninger III, CFP®, CIMA®, AIF®, RICP®
Director of Wealth Management
Matt Douce, ChFC®, ChSNC®
Director of Financial Planning
Robin Vernon
Agency Financial Planning Specialist