Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor Adam Palamara

Adam Palamara

Financial Advisor

Born and raised on Long Island, currently living in Massapequa Park, NY. I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.

Photo of Executive Assistant Annalisa Spiris

Annalisa Spiris

Executive Assistant

Photo of Director of Investment Operations and Services Stephanie Skakandi

Stephanie Skakandi

Director of Investment Operations and Services

Photo of Director of Insurance Operations and Services Coretta Logan-Bond

Coretta Logan-Bond

Director of Insurance Operations and Services

Photo of Director of Business Development and Marketing Alison Giacco Vogt

Alison Giacco Vogt

CLF®

Director of Business Development and Marketing

Photo of Director of Client Relations Linda Chan

Linda Chan

Director of Client Relations