Our Team

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Estate and Business Planning

Herbert K. Daroff, J.D.
Estate and Business Planning

Richard J. Petrucci, J.D., CPA
Estate and Business Planning Specialist

Financial Planning

Caitlin A. DeSoye
Director of Financial Planning

John F.  Raycroft
Special Needs Planning

Group Benefits

Alan Parks
Director of Sales - Employee/Group Benefits

Insurance

Mark R. McManus
Annuities / Long-Term Care Insurance

Robert M. Piatelli
Director of Life Insurance Sales and Marketing

Investments

Gregory J. Pinto
Chief Investment Officer

Retirement Planning

Stephen M. Cunha
Retirement Plan Coordinator