Biographies
Benjamin M. Howarth, CASL®
Special Needs Planner | Financial Services Executive | Investment Advisor Representative | Domiciled in RI, CA Insurance Lic #0K09633
(401) 243-6969
Joshua Howarth
Financial Advisor | Financial Services Representative | Investment Advisor Representative
(401) 691-6969
Jonathan S. Gruber, RICP®, AIF®, AAMS®
Financial Advisor | Financial Services Representative | Investment Advisor Representative
(860) 218-2899
SUPPORT TEAM
WEALTH STRATEGIES DIVISION
John Foreman, MBA, CIMA®
Investment Director
Kathleen A. Cassidy, J.D.
Advanced Markets Director
Matthew Teel, CFP®, CLU®
Director of Protection Products
Jeremy Hus, CFP®, ChFC®, CASL®, CLU®
Director of Financial Planning
Niko Vamvakas
Retirement Products Consultant
Natalina DeMeis
Benefits Director
Eric Nadeau
New Business Analyst
Allison Mislow
PlanSmart Account Executive
Andrew Wigzell, ChFC®, CASL®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Kourtney Zando
Analyst