Broker Check


"Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, we work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs."

Support Team

Wealth Strategies Division

Beverly Wright

Beverly Wright

Worksite Life Program Manager

John Foreman

John Foreman, MBA

Investment Director

Kathleen A. Cassidy

Kathleen A. Cassidy, J.D.

Advanced Markets Director

Matt Teel

Matt Teel, CLU®

Life Products Director

Natalina DeMeis

Natalina DeMeis

Benefits Director

Nicholas Vamvakas

Nicholas Vamvakas

Retirement Products Consultant