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Our Team

Daniel B. Jones CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

Richard J Gallagher

Associate Financial Representative

Andrew Walter Halliday J.D.

Associate Financial Representative

Mallory Lee Terns CLU®

Director of Operations and Client Service

Denise Cassidy

Director of Strategic Development

Erin Burkert ChFC®

Associate Wealth Management Advisor

Elisa A Gigliotti RICP®

Director of Client Services

Mathew Barber

Director of Employer and Participant Services

Amanda Crossett

Associate Financial Representative

Robert Slivinski

Planning Assistant

Tanessa A Spann

Administrative Assistant

Affliate Partners

Michael P Wardell CLU®, ChFC®, RICP®, CASL®

Financial Advisor