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.

Founders

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

Founder

Ronald J. Greenberg, CLU, AEP®, MRFC®

Founder

Principals

Patrick Maguire

Managing Partner

Richard Harris

Principal / Director

Team

Heather Bonfante

New Business Case Manager

Kathryn Brancati

Administrative Assistant

T. Keith Brown

Wealth Advisor - Senior VP

Conor Burnett

IT & Communications Manager

Kathleen Burnett

Chief Operating Officer

Bill Conroy

Financial Advisor

Jordan Crowley

Financial Para-planner

Jonathan Crozier

Managing Director

Corry Daoust

Private Wealth Solutions

Marla Errichiello

Director of Client Relations

Sharon Fulgenzi

Dir. of Client Engagement

Steven H. Goodman, MBA

Megan Gregg

Client Relationship Specialist

Jack Grondin

Wealth Advisor – VP

Cole Koeniger

Senior Vice President

Karen Meck

Director of Design

Clay Milliken

Property & Casualty Advisor

Ryan Miscik, CFA®

Chief Investment Officer

Dennis Mojares

Senior VP – Investments

Karyn Montano

Accounting Manager

Michael Pfenninger

Financial Advisor

Ryan Pergola, CFP®

Senior VP- Client Services
Financial Advisor

Charlotte Rakay

Senior Client Associate

Brian Rapp

Private Wealth Solutions

Thomas A. Rapp

VP - Private Wealth Solutions

Adam Rehim

Financial Advisor

Stewart Schneck

Elizabeth Shannon

VP of Underwriting

Barbara Smilgis

Sr. Client Relationship Specialist

Carmen Vogl

Client Services

Debbi Wertheim

Director of Client Relations

Dante Zicarelli

Financial Paraplanner

Sam Tillotson