Our vision is to work with you on your journey through life and help you open the doors of financial opportunity in order to achieve your goals.

Meet the Team

Benjamin M. Howarth, CASL®, RICP®

Financial Advisor
Financial Services Executive
Investment Advisor Representative
Special Care Planner

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Joshua Howarth, RICP®

Financial Planner
Financial Services Representative
Investment Advisor Representative

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Jennifer Stomsky

Client Relationship Manager

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Austin Coristine, WMCP®

Financial Planner
Investment Advisor Representative

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Kimberly Donall

Practice Manager

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Corey Gavin

Investment Operations Coordinator

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Tristan Heng

Investment Operations Associate

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Domenic D’Errico

Investment Operations Coordinator

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Timothy Lynch, CFP®, RICP®

Financial Planner
Investment Advisor Representative

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Paul Provost

Financial Planner

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Stephanie Yang

Insurance Operations Coordinator

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Cassidie Arena

Team Marketing Associate

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Michele Lombardo

Personal Assistant

Wealth Management Team

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Kate Cassidy, J.D. *

Vice President, Advanced Markets

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Natalie DeMeis

Vice President, Business Development

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John Foreman

John Foreman, MBA, CIMA®

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Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®

Vice President, Financial Planning

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Allison Mislow

PlanSmart Executive

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Eric Nadeau

New Business Analyst

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Tammy Michaels

Property & Casualty Specialist

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Matthew Teel, CFP®, CLU®

Vice President, Risk Management

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Beverly Wright

Vice President, Worksite Benefits

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Gregory Wachter

Vice President, Risk Management

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Niko Vamvakas

Vice President, Retirement Planning Solutions

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Kourtney Zando

Product Solutions Manager

*Licensed but not practicing

Latest News

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