Our Team

  • All
  • Accounting
  • Case Design & Marketing
  • Executive Staff
  • Licensing & Commissions
  • Management Team
  • New Business
  • Operations & HR
  • Sales
Steven J. Katz, CLU, ChFC
Senior Area Vice President
Colette Tomeo
Senior Area VP of Operations
Brenda Davis, CLU, ChFC
Area VP of Sales and Marketing
Cheryl Visconti
Senior Marketing Manager
Debbie Skinner
Operations Specialist
Greg Rorer
Vice President of Underwriting
Raul Blanco
Life Brokerage Consultant
Sandy Abbanato
Life Brokerage Consultant
Joseph Elosegui
Annuity Brokerage Consultant
Daniel Muha
Senior Case Design Specialist
Marisa Woolfort
Senior Case Design Specialist
Amanda Fishman
Case Design Specialist
Denise Sozanski
Case Design Specialist
Andy Smith, CLU, ChFC
Customer Service Specialist
Michael Galanti
Creative Marketing Specialist
Karen White
New Business Manager
Lora Merlino
Senior Case Manager
Amy Garcia
Case Manager
Giselle Gonzalez
Case Manager
Carol Hunt
Case Manager
Kelly McGlone
Case Manager
Daniel Schlauer
Trial Specialist
Krissy Colindres Mejia
Senior Accounting Coordinator
Colleen Weiss
Senior Licensing & Commissions Specialist
Haydee Martinez
Licensing & Commissions Specialist
Darlene Lieb
Senior Administrative Assistant
Dawn Kennedy
Administrative Assistant
Rachel Dubin
Accounting Manager