Managing Partners
Michael Salvatore
Chief Executive Officer
John Limongelli
President
Operations
Dom Petrosino
COO/CFO, Director of Strategic Alliances
Thomas F. Bauman, CFP®, RICP®, ChFC®
Director of Investments
Steve Herzberg
Director of Compliance
Jeff Quinn
New Business and Operations
Career & Business Development
Joseph Limongelli
General Agent Emeritus, Life Brokerage Manager
Nicholas Limongelli
Director of Insurance Brokerage
Client Services
Pat Comforti
Director of Client Relations
Lai Chiang
Client Service Specialist
Stephanie Giuliano
Office Manager
Annette Zindel
Finance Assistant
Andrew Catapano
Case Manager
Danielle Desch
New Business Analyst