Biographies
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Geoffrey McDermid,CLTC, LUTCF®, LACP, CLU®
President and Chief Executive Officer
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Thomas R. Zugger, CLU, ChFC, CLTC
Financial Services Professional
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Daniel Klun
Financial Services Professional
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Michael Capizzi
Investment Advisor Representative
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Karl Hamberger
Financial Services Professional
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Matthew J. Lydon, CLU
Financial Services Professional
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Michael Mangone
Financial Services Professional
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Serena McDermid
Office Policy Compliance Manager
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Colleen Powers
Executive Operations Officer and Assistant to Thomas R. Zugger, CLU, ChFC, CLTC
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Nicholas Sousanidis
Financial Services Professional
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Marie Spiller
Executive Assistant to Phillip Held, FPQP
