Biographies
Benjamin M. Howarth, CASL®
Special Needs Planner | Financial Services Executive | Investment Advisor Representative | Domiciled in RI, CA Insurance Lic #0K09633 |AA583689
(401) 243-6969
Joshua Howarth
Financial Advisor | Financial Services Representative | Investment Advisor Representative
(401) 691-6969
SUPPORT TEAM
WEALTH STRATEGIES DIVISION
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen A. Cassidy, J.D.
Vice President, Advanced Markets
Matthew Teel, CFP®, CLU®
Sr. Vice President, Risk Management
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®
Vice President, Financial Planning
Niko Vamvakas
Vice President, Retirement Planning Solutions
Natalie DeMeis
Vice President, Business Development
Eric Nadeau
New Business Analyst
Allison Mislow
PlanSmart Account Executive
Andrew Wigzell, ChFC®, CASL®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Kourtney Zando
Product Solutions Manager