Our team

Kevin Ferguson   Principal

Kevin Ferguson

Principal

Maury Shapiro   Partner

Maury Shapiro

Partner

Patrice Allison   Brokerage Operations Manager

Patrice Allison

Brokerage Operations Manager

Bethany Diamond   Operations Manager Group Benefits

Bethany Diamond

Operations Manager Group Benefits

Sarah Wylde   Director of Financial Planning

Sarah Wylde

Director of Financial Planning

James Boswell   Director of Trading and Reporting

James Boswell

Director of Trading and Reporting

Kelsey Vicini   Operations Manager Individual Benefits

Kelsey Vicini

Operations Manager Individual Benefits