Biographies

 
  • Robert S. Berman, CRPC®

    Robert S. Berman, CRPC®

    Financial Advisor

  • Beth Harrison

    Beth Harrison

    Client Services Coordinator

  • Herb Daroff, JD*, CFP®

    Herb Daroff, JD*, CFP®

    Agency Director - Advance Markets

    Estate & Business Planning Focus

  • David Grebber, J.D.* LLM, LUTCF

    David Grebber, J.D.* LLM, LUTCF

    Agency Director - Advanced Markets

  • Mark McManus

    Mark McManus

    Senior Vice President

    Annuities

  • Glenn Noland, ChFC®, CLU®

    Glenn Noland, ChFC®, CLU®

    Agency Director - Advanced Markets

  • Jennifer Shea, JD*, MBA

    Jennifer Shea, JD*, MBA

    Agency Director – Advanced Markets

    Financial Planning

  • Abigale Shields

    Abigale Shields

    Agency Director - Financial Planning, Personal Financial View