Biographies

 
  • Geoffrey McDermid,CLTC, LUTCF®, LACP, CLU®

    President and Chief Executive Officer

  • Thomas R. Zugger, CLU, ChFC, CLTC

    Financial Services Professional

  • Phillip Held, LACP

    Financial Services Professional

  • Daniel Klun

    Financial Services Professional

  • Karl Hamberger

    Financial Services Professional

  • Matthew J. Lydon, CLU

    Financial Services Professional

  • Michael Mangone

    Financial Services Professional

  • Serena McDermid

    Office Policy Compliance Manager

  • Joseph Nowaczyk

    Financial Services Professional

  • Colleen Powers

    Executive Operations Officer and Assistant to Thomas R. Zugger, CLU, ChFC, CLTC

  • Nicholas Sousanidis

    Financial Services Professional

  • Marie Spiller

    Executive Assistant to Phillip Held, LACP