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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 |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

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

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

Kourtney Zando

Kourtney Zando

Product Solutions Manager