Broker Check

Biographies

Benjamin M.  Howarth, CASL®, RICP®

Benjamin M. Howarth, CASL®

Special Needs Planner | Financial Services Executive | Investment Advisor Representative | Domiciled in RI, CA Insurance Lic #0K09633 |AA583689

(401) 243-8832

(401) 243-6969

Joshua Howarth

Joshua Howarth

Financial Advisor | Financial Services Representative | Investment Advisor Representative

(401) 243-8842

(401) 691-6969

SUPPORT TEAM

Jennifer Stomsky

Jennifer Stomsky

Team Marketing Coordinator

(401) 243-8851

(401) 691-6969

Courtney Parke

Courtney Parke

Team Operations Coordinator

(401) 243-8806

(401) 243-6969

Benjamin Castillo

Benjamin Castillo

Team Operations Associate

401-243-8860

401-691-6969

Corey  Gavin

Corey Gavin

Team Operations Associate

401-243-8873

401-691-6969

Kim Donall

Kim Donall

Practice Manager

401-243-8850

401-691-6969

Paul Provost

Paul Provost

Team Insurance Operations Manager

401-243-8811

401-691-6969

Stephanie Yang

Stephanie Yang

Personal Assistant

401-243-8884

401-691-6969

Tracy Maselli

Tracy Maselli

Team Insurance Operations Manager

401-243-8834

401-691-6969

Tristan Heng

Tristan Heng

Team Operations Associate

401-243-8890

401-691-6969

WEALTH STRATEGIES DIVISION

John Foreman

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen A. Cassidy

Kathleen A. Cassidy, J.D.

Vice President, Advanced Markets

Matthew Teel

Matthew Teel, CFP®, CLU®

Sr. Vice President, Risk Management

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

Natalie DeMeis

Natalie DeMeis

Vice President, Business Development

Eric Nadeau

Eric Nadeau

New Business Analyst

Allison Mislow

Allison Mislow

PlanSmart Account Executive

Bill Simpson

Bill Simpson

Auto and Home for RI

(401) 243-8839

(401) 691-6969

Kourtney Zando

Kourtney Zando

Product Solutions Manager