Meet the Team
Our Commitment
to You
Your goals are our focus. We are committed to crafting personalized strategies designed specifically for your future goals and aspirations. With attentive care and expertise, we can guide you towards financial success, helping to ensure that those aspirations become realities.
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®, CEPA
VP, Financial Planning
John Foreman, MBA, CIMA®
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Brian Parmelee, CFP®, CLU®, MBA
VP, Risk Management
Kourtney Zando
VP, Disability Income
Niko Vamvakas, RICP®
VP, Retirement Planning Solutions