Leadership

Few businesses can claim a history of more than a century. We continue to grow and thrive because of our leadership team and their commitment to our representatives and staff, our clients, and our communities.

Dave Porter
Managing Partner
Andrew Cleary
Partner
Greg Meahl
Partner
 Bryan Morrell
Bryan Morrell
Partner

Firm Specialists

Our team of Firm Specialists are subject matter experts in their respective fields and are an integral part of the planning process, working with our representatives behind the scenes as well as directly with our clients.

Abigale Shields
Director of Financial Planning
Alison Casey
Director of Operations
Alan R. Roycroft
Senior Vice President—Investments
Herbert K. Daroff, J.D.*, CFP®, AEP®
Director of Estate & Business Planning
James Marlor, Jr.
Agency Director of Teaming
Jason M. Bourdeau, CLU, ChFC
Agency Director—Advanced Markets
Jill Constantine
Marketing Director
Joe O’Connor
Chief of Staff
Mark R. McManus
Senior Vice President
Robert Piatelli
Director—Life Products
Robert L. Porack, CLU®
Senior Managing Director
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