Broker Check

Our Team


Leadership Team

Lea Ann Greffet

Lea Ann Greffet

Director of Operations

John Marino

John Marino

Director of Training, Financial Advisor

Luke Noll

Luke Noll

Managing Associate, Financial Advisor

Michelle Mitchell

Michelle Mitchell

Vice President of Strategic Initiatives

Milos Vranic

Milos Vranic

Financial Advisor, Managing Associate

Brokerage Team

Kevin Koch

Kevin Koch

Director of Disability Brokerage

Kevin Hays

Kevin Hays

Director of Life Brokerage

Vicki Pandolfo

Vicki Pandolfo

Director of Underwriting

Alyssa Hilderbrand

Alyssa Hilderbrand

Disability Underwriting Specialist

Micki  Borawski

Micki Borawski

Financial Advisor, Brokerage Relationship Specialist

Financial Representatives

John Marino

John Marino

Director of Training, Financial Advisor

Luke Noll

Luke Noll

Managing Associate, Financial Advisor

Bill Selley

Bill Selley

Financial Advisor

Adam Gimbel

Adam Gimbel

Financial Advisor

Garrett McMillan

Garrett McMillan

Vice President, Triad Wealth and Financial Advisor

Jared Woods

Jared Woods

Financial Advisor

Michelle Mitchell

Michelle Mitchell

Vice President of Strategic Initiatives

Micki  Borawski

Micki Borawski

Financial Advisor, Brokerage Relationship Specialist

Milos Vranic

Milos Vranic

Financial Advisor, Managing Associate

Ryan Hale

Ryan Hale

Financial Representative

Tyler Prasse

Tyler Prasse

Financial Representative

Admin Team

Christina Lloyd

Recruiting Coordinator

Have a Question?

Thank you!
Oops!