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Ashley Pettit - Senior Vice President, Chief Information Officer - has a Master of Science from American College and Bachelor from Southern Illinois University, Carbondale.

Elaine Rosen - Chairman of the Board - has a CLU designation from American College and Bachelor of Arts from Colgate University.

Elaine Rosen - Chairman of the Board - has a CLU designation from American College and Bachelor of Arts from Colgate University.

Patrick Umphrey - Director of Sales - has a Chartered Financial Consultant, Financial Planning and Services from American College and Bachelor of Engineering Science, Computer Engineering from University of Michigan.

Elaine Rosen - Chairman of the Board - has a CLU designation from American College and Bachelor of Arts from Colgate University.

Linda Need - Director - has a Master of Science in Financial Services from American College and Bachelor of the Arts in Mathematics and Economics from Williams College.

Cathy Smith - Chief Risk and Underwriting Officer - has a Chartered Financial Consultant from American College and Master of Business Administration from Kenan-Flagler Business School - University of North Carolina at Chapel Hill.

Theodore Quillen - Senior Vice President, Director of Wealth Investments - has a Financial Planning and Services degree from American College and Bachelor of Arts in Sociology from State University of New York College at Cortland.

Clare Morris - Executive Vice President, Operations - a reçu un diplôme de American College.

John Dixon - Independent Director - has a Masters of Science in Management, Corporate management from American College and Masters of Science in Financial Services, Finance and Financial Management Services from American College.

Elaine Rosen - Director - has a CLU designation from American College and Bachelor of Arts from Colgate University.

Abdel Boussayoud - Senior Partner - has a Master of Science Degree in Financial Services from American College and Bachelor of Science in Management from Constantine University, Algeria.

Anil Pandya - Senior Partner - has a Degree in Life Insurance, Investments and Advance Planning from American College and Bachelor of Science in Biology from University of Rajasthan.

Betsy Jerner - Senior Development Manager - has a Masters of Science in Financial Services, Financial Service from American College and Bachelors and Masters of Arts in Education, Education from University of Kentucky.

Christopher Viveiros - Managing Partner - a reçu un diplôme de American College.

Kathy Moritz - Executive Partner - has a Finance & Insurance from American College and Bachelor of Science in Political Science from University of California, Los Angeles.