Biographies

 
  • Bruce Levine, CLU®, ChFC®

    Bruce Levine, CLU®, ChFC®

    Senior Wealth Management Advisor CA License #0B08800

  • Susan Murphy Reid CLU®, ChFC®, CASL®, ChCH®

    Susan Murphy Reid CLU®, ChFC®, CASL®, ChCH®

    President & CEO*

  • Angelo Tardi

    Wealth Management Advisor representative

  • Elaine Tomasek

    Elaine Tomasek

    Senior Employee Benefits Consultant

  • Mary Mater

    Mary Mater

    Customer Service Specialist

  • Mercedes Sanchez

    Individual Benefits Specialist & Underwriting Liaison

  • Kim Brennan

    Group Marketing Coordinator