Broker Check

Leadership Team

With passion and enthusiasm, we embrace clients’ financial goals as our own. We have attracted a team of professionals with specialized skills, unique backgrounds, and a capacity for compassion. We have also invested in technology and training so our advisors have the resources and tools needed to provide the very best services and solutions. After all, we are in the business of changing lives, so only the best will do.


Frank Scalese

Frank Scalese

General Agent

Shari Amitrano

Shari Amitrano

Managing Sales Director

Tracey Bianco

Tracey Bianco

Marketing Director

Thomas Bishop

Thomas Bishop

Agency Supervisory Officer

Louis Candito

Louis Candito

Training Director

Nicholas Candito

Nicholas Candito

Agency Supervisory Officer

Bing Cheng

Bing Cheng

Managing Sales Director

Michael Christy

Michael Christy

Technology Specialist

Thomas D'Elia

Thomas D'Elia

Managing Sales Director

Bella Fang

Bella Fang

Managing Sales Director

George  Fayezishk

George Fayezishk

Managing Sales Director

Charles  Gaillard, Jr.

Charles Gaillard, Jr.

Managing Sales Director

Jennie Gee

Jennie Gee

Managing Sales Director

Suzanne Goodman

Suzanne Napolitano-Goodman, JD*

Advanced Markets Director

Lisa Hamill

Lisa Hamill

Agency Director of Finance

Genesun Han

Genesun Han

Assistant Operations Manager

Kim Hines

Kim Hines

Agency Bookkeeper & Accountant

Jacqueline McDermott

Jacqueline McDermott

Talent Acquisition Director

Richard Meier

Richard G. Meier

Agency Investment Director

Paula Seybold

Paula Seybold

Firm Director of Operations

Abhinav  Sharma

Abhinav Sharma

Managing Sales Director

Robert  Tejada

Robert Tejada

Managing Sales Director


*Licensed but not practicing.