About Us
How We Help
Meet The Team
John Corraro and Christopher Hiza are dedicated to helping individuals, families, and businesses navigate their financial lives with confidence. Through a personalized and comprehensive planning approach, they work closely with clients to develop strategies for retirement, investments, risk management, and long-term financial goals. Together, they are committed to providing thoughtful guidance, practical solutions, and ongoing support tailored to each client’s unique needs.
Team
Jeremy Hus MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®, CEPA
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen Cassidy, JD*
Vice President, Advanced Markets
Niko Vamvakas, RICP®
Vice President, Retirement Planning Solutions
Brian Parmelee, CFP®
Vice President, Risk Management
Greg Wachter
Vice President, Risk Management
Beverly Wright
Vice President, Worksite Products
Kourtney Zando
Vice President, Income Protection