Broker Check

Management Directory

Our Resources

Erika MacIsaac

Director of Finance & Operations

Our Values

Don Sullivan

Director of Wealth Management

Our Resources

Marisa Mantz

Director of Marketing

Our Resources

Michelle Grill

Director of Talent & Acquisition

Our Process

Robert Jaffe

Disability Income Specialist


Our Values

Mike Bourassa

Disability Income Specialist

Our History

Robert Bleakley

Director of Life Brokerage

Our Resources

Cindi Agostino

Director of Agency Growth & Development

Our Resources

Morris Mete

Managing Director

Our Resources

Robert Kievit

Managing Director

Our Values

Eddie Vela

Managing Director

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