Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Rebecca Lamore

Rebecca Lamore

VP Platinum services - Proactive Coordinator - Licensed Professional

888-237-3127

800-901-7181

Steve Bibisi

Steve Bibisi

Tax Planning Expert

860-490-9741

800-901-7181

Alan Miner

Alan Miner

Director of IT - Project Management

860-656-5014

Jon Couper

Jon Couper

Regional Managing Partner

413-770-0638

800-901-7181

Mario Cichosz

Mario Cichosz

Regional Managing Partner

860-706-9256

800-901-7181

Merlin (Magic) Conrad

Merlin (Magic) Conrad

Director of Operations - licensed professional

727-644-7950

800-901-7181

 Jenn Conrad

Jenn Conrad

Marketing - Licensed Professional

860.751.2107

800.901.7181

David Lamore

David Lamore

Development/Product Design

860-680-8632

800-901-7181

Paul Wilusz

Paul Wilusz

VP Financial Education & Small Business Development

860-490-8856

800-901-7181

Brian Weller

Brian Weller

Licensed Financial Professional

413-977-9967

800-901-7181

Matt Taylor

Matt Taylor

Licensed Financial Professional

203-364-7116

800-901-7181

Elisa Leveton

Elisa Leveton

Licensed Financial Professional

860-944-9944

800-901-7181

Michelangelo (Milo) Murina

Michelangelo (Milo) Murina

Licensed Financial Professional

484.714.9423

800-901-7181

Gretchen Geisheker

Gretchen Geisheker

Licensed Financial Professional

860-631-3237

800-901-7181

Dominic Vartuli

Dominic Vartuli

Licensed Financial Professional

203-424-9128

Corey Smith

Corey Smith

Licensed Financial Professional

860-992-5804

800-901-7181

Christopher McCrary

Christopher McCrary

VFO - Dave Ramsey Master Financial Coach

413.485.7628

Crystal Petroski

Crystal Petroski

VFO - Strategic Planning, Staffing, Payroll, HR Consulting

Trevor Patching

Trevor Patching

VFO - SERP - Advanced Premium Financing

Justin Jones

Justin Jones

VFO - Life Insurance Specialist

Janel Sykora

Janel Sykora

VFO - Software Service (Tax Review System)

Josh Malancuk

Josh Malancuk

VFO - Cost Remediation

Loren Hollingsworth

Loren Hollingsworth

VFO - Tax Mitigation

Mark Goodman

Mark Goodman

VFO - Premium Financing

Mark Sims

Mark Sims

VFO - Captive Insurance

Darren Sugiyama

Darren Sugiyama

VFO - Premium Financing

Matt Miller

Matt Miller

VFO - International Tax Specialist

Michael Galdieri

Michael Galdieri

VFO - Employee Retention Credits and R&D Tax Credits

Michael Sir

Michael Sir

VFO - Disability Insurance Specialist

Nathan Bradley

Nathan Bradley

VFO - Business Consultant

Kristen Gordan

Kristen Gordan

VFO - CFP Consultant

Jonathan Harris

Jonathan Harris

VFO - CPA - NJ

Aleksander Dyo

Aleksander Dyo

VFO - Advanced Pension Plans

Ami Kassar

Ami Kassar

VFO - Business Financing

Andrew Lassise

Andrew Lassise

VFO - Cyber Security Specialist

Andy Ruhland

Andy Ruhland

VFO - Employee Benefits Specialist

Ashley Tonelli

Ashley Tonelli

VFO - Life Insurance Specialist

Ben Golden

Ben Golden

VFO - Tax Resolution Specialist

Brian Kelly

Brian Kelly

VFO - Work Opportunity Tax Credits

Bruce Gendein

Bruce Gendein

VFO - Advanced Qualified Plans

Chris Blees

Chris Blees

VFO - Business Sale & Succession Planning

Chris Hall

Chris Hall

VFO - Estate Planning

Chris Ostler

Chris Ostler

VFO - R&D Tax Credits

Chris Rivera

Chris Rivera

VFO - Outsourced Staffing Services

Christi Schatzberg

Christi Schatzberg

VFO - Annuity Specialist

Craig Stone

Craig Stone

VFO - Tax & Estate Planning

David Wolf

David Wolf

VFO - Long Term Care

Derek Spitzer

Derek Spitzer

VFO - Captive Insurance Companies

Don Feldman

Don Feldman

VFO - Business Exit Planning

Fritz Strehlow

Fritz Strehlow

VFO - Business Valuation

Ian Welham

Ian Welham

VFO - Proactive Facilitator

James Duggan

James Duggan

VFO - Advance Tax Planning Consultant

Jeff Deckman

Jeff Deckman

VFO - Leadership - Consultant

Wilton White

Wilton White

VFO - Digital Employees & Robotics

Joel Grushkin

Joel Grushkin

VFO - Cost Segregation

John Frazier

John Frazier

VFO - Charitable & Legacy Planning Specialist

Jon Kuttin

Jon Kuttin

VFO - Leadership - Consultant

Jon Randall

Jon Randall

VFO - Business Coaching

Jordan Cross

Jordan Cross

VFO - Qualified Plans

Kim Blaugher

Kim Blaugher

VFO - ESOP Expert

Lindsay Czajka

Lindsay Czajka

VFO - Digital Marketing Consultant

Michael Simms

Michael Simms

VFO - Business Valuation

Nick Johnson

Nick Johnson

VFO - 1031 Exchanges & DST

Noel Ciambotti

Noel Ciambotti

VFO - Merchant Processing

Paul Latham

Paul Latham

VFO - Business Strategy Consultant

Randy Fox

Randy Fox

VFO - Tax and Estate Planning

Ron Elwood

Ron Elwood

VFO - Outsourced CFO Specialist

Scott Grotjan

Scott Grotjan

VFO - Cost Remediation

Todd Steinberg

Todd Steinberg

VFO - M&A - Practice Acquisitions & Disposals

Trevor Arnold

Trevor Arnold

VFO - Outsourced CFO Specialist