Broker Check

Our 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

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

Megan Ballard

Megan Ballard

Director of Marketing

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