Leadership Team
Joseph Long
Vice President
Adam Katzman, CFP®, CLU®, RICP®
Vice President
Andrew Harman
Vice President
Christopher Interrante
Vice President
Peter J. Holmes, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®, RICP®, CLTC®
Managing Director—Protection Specialist
Peter Adams, CLU®, ChFC®
Director of Life Operations
Jeffrey Gambuzza
Chief Compliance Officer & Agency Control Officer
Scott Frost
Director of Wealth Management
Scott Kaplan
Director of Investments
Kelley Biondi
Director of Marketing
Christina Di Grandi
Digital Marketing & Communications Manager
Javier Massallo
Director of New Business
Gianna Terracino
Director of Recruiting