Management Team

Mark J. Marroni, JD, CLU, ChFC
President

Patrick A. Tannler
Executive Vice President- Sales

Dana Phillips
Senior Vice President - Operations

Jeff Rutherford, CLU, ChFC
Senior Vice President - Brokerage

Michael T. Hammonds, CLU, ChFC, LUTCF, CLTC 
Senior Vice President- Advanced Sales and Education

Sarah Simes
Senior Vice President - Compliance

Matthew P. Tannler, CLTC
Vice President - Sales 

Mary Daneau 
Office Manager