Our Team

Meet the team
behind all we do.

We stay on the cutting edge of investment ideas, products and tax legislation to meet the investment management and estate planning needs of our clients.

Our team is comprised of specialists, industry leaders, nationally acclaimed speakers, and authors on the full spectrum of financial services.

Our areas of proficiency include: Private Placement, Private Credit, Family Office Consulting, Estate Planning, Business Planning/Continuation, Personal Income Protection, Premium Finance, Private Wealth Management, Life Insurance, and Pension Plans.


Thomas C. Rapp, CLU, ChFC, AEP®, MRFC®


Ronald J. Greenberg, CLU, AEP®, MRFC®



Patrick Maguire

Managing Partner

Todd Scorzafava, CFP® AIF®

Principal / Partner

Richard Harris

Principal / Director


Heather Bonfante

New Business Case Manager

Kathryn Brancati

Administrative Assistant

T. Keith Brown

Wealth Advisor

Kathleen Burnett

Chief Operating Officer

Ben Chamberlain

Financial Advisor

Bill Conroy

Financial Advisor

Jonathan Crozier

Managing Director

Corry Daoust

Private Wealth Solutions

Marla Errichiello

Client Relationship Manager

Sharon Fulgenzi

Dir. of Client Engagement

Jeff Gaier, JD, CFP, CLTC

Senior Financial Advisor

Jonathan Ginsberg

Placeholder Title

Megan Gregg

Client Services

Jack Grondin

Associate VP – Client Services

Jake Hanley

Client Services Associate

Cole Koeniger

Senior Vice President

Nicholas Lloyd

Associate VP - Client Services

Karen Meck

Director of Design

Clay Milliken

Property & Casualty Advisor

Ryan Miscik, CFA®

Senior Vice President

Dennis Mojares

Senior VP – Investments

Karyn Montano

Accounting Manager

Michael Pfenninger

Financial Advisor

Ryan Pergola, CFP®

VP - Client Services / Advisor

Brian Rapp

Private Wealth Solutions

Thomas A. Rapp

VP - Private Wealth Solutions

Derek Sausa

Financial Advisor

Stewart Schneck

Elizabeth Shannon

VP of Underwriting

Barbara Smilgis

Executive Assistant

Kiara Stone

Placeholder Title

Kathy Tosato

Client Relationship Manager

Carmen Vogl

Client Services

Debbi Wertheim

Director of Client Relations