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
Kourtney Zando
Product Solutions Manager