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 Associate Financial Advisor John "Jake" DeMarco III

John "Jake" DeMarco III

Associate Financial Advisor

267-244-1824

Jake graduated from Saint Joseph University Cum Laude with a Bachelor of Business Administration in Finance and Risk Management and Insurance in 2023. Jake was a former intern who finished as top 30 intern in the whole NM Internship. Jake is a Financial Advisor looking to better his clients lives to help them reach their various goals throughout life. He is looking forward to connecting!

Photo of Financial Planning Specialist Diana C Mazzei

Diana C Mazzei

Financial Planning Specialist

Photo of Financial Planning Specialist Katelyn M Jacques

Katelyn M Jacques

Financial Planning Specialist

Photo of Financial Planning Assistant Elizabeth Anne Caulfield

Elizabeth Anne Caulfield

Financial Planning Assistant

Photo of Chief Experience Officer Stephen W. Blumenthal

Stephen W. Blumenthal

CLF®, M.Ed.

Chief Experience Officer