Biographies

 
  • Robert S. Berman

    Robert S. Berman

    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

  • Mark McManus

    Mark McManus

    Senior Vice President

    Annuities

  • Rick Petrucci, JD, CFP®, CPA®

    Rick Petrucci, JD, CFP®, CPA®

    Agency Director - Advanced Markets

    Estate & Business Planning

  • Jennifer Shea, JD*, MBA

    Jennifer Shea, JD*, MBA

    Agency Director – Advanced Markets

    Financial Planning