Leadership
Leadership
All Members
HR & Accounts
Sales & Marketing
IT Support
Special Needs Planner
Andrew Spafford, ChFC®,ChSNC™
Business Manager
Amber Licari
CEO, Founder
Ryan F. Platt, MBA, ChFC®, ChSNC™, CFBS
Planning Associate
Hampton Hodge
Client Service Associate
Daniel Snow
Transition & Government Benefit Specialist
Margaret Gaffney
Dir. Professional Development
Jason R. Goldy, CFP®, ChFC®, CFBS
Corporate Retirement Plan Specialist
Neville Fearing, AIF®, CFBS
Dir. Wealth Management
Lou Galletto, Jr., AIF®