Broker Check

Biographies

Benjamin M.  Howarth, CASL®

Benjamin M. Howarth, CASL®

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

(401) 243-8832

(401) 243-6969

Joshua Howarth

Joshua Howarth

Financial Advisor | Financial Services Representative | Investment Advisor Representative

(401) 243-8842

(401) 691-6969

Jonathan S. Gruber, RICP®, AIF®,  AAMS®

Jonathan S. Gruber, RICP®, AIF®, AAMS®

Financial Planner | Financial Services Representative | Investment Advisor Representative

(860) 258-3836

(860) 218-2899

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

WEALTH STRATEGIES DIVISION

John Foreman

John Foreman, MBA, CIMA®

Investment Director

Kathleen A. Cassidy

Kathleen A. Cassidy, J.D.

Advanced Markets Director

Matthew Teel

Matthew Teel, CFP®, CLU®

Director of Protection Products

Jeremy  Hus

Jeremy Hus, CFP®, ChFC®, CASL®, CLU®

Director of Financial Planning

Niko Vamvakas

Niko Vamvakas

Retirement Products Consultant

Natalina DeMeis

Natalina DeMeis

Benefits Director

Eric Nadeau

Eric Nadeau

New Business Analyst

Allison Mislow

Allison Mislow

PlanSmart Account Executive

Andrew Wigzell, ChFC®, CASL®

Andrew Wigzell, ChFC®, CASL®

Financial Planner | Financial Services Executive | Investment Advisor Representative

Bill Simpson

Bill Simpson

Auto and Home for RI

(401) 243-8839

(401) 691-6969