Our Team
Our team is here to help!
- David L'erario
- Greg Korngut
- Jeffrey M. Kropp CFF, RFC®
- Liz Herman
- Michelle Dumler
- Peter Succoso
- Peter J. Seelaus, CLU, ChFC
- Phillip Chen, CFP, ChFC, CLU, MSFS
- PJ Succoso
- Scott Chapin
- Susan Lacy



Our team is here to help!