Our Team

Our team is here to help!

• Adrianna Berry
• Chris McLaughlin
• David L'erario
• Jeffrey M. Kropp CFF, RFC®
• Larry E. Springer CFP™
• Liz Herman
• Peter Succoso
• Peter J. Seelaus, CLU, ChFC
• Phillip Chen, CFP, ChFC, CLU, MSFS
• PJ Succoso
• Scott Chapin
• Susan Lacy