Leadership Team
Jeffrey Plummer CLU, CFS
President
Lea Ann Greffet
Director of Operations
John Marino
Director of Training, Financial Advisor
Luke Noll
Managing Associate, Financial Advisor
Michelle Mitchell
Vice President of Strategic Initiatives
Milos Vranic
Financial Advisor, Managing Associate
Brokerage Team
Kevin Koch
Director of Disability Brokerage
Kevin Hays
Director of Life Brokerage
Vicki Pandolfo
Director of Underwriting
Alyssa Hilderbrand
Disability Underwriting Specialist
Micki Borawski
Financial Advisor, Brokerage Relationship Specialist
Financial Representatives
John Marino
Director of Training, Financial Advisor
Luke Noll
Managing Associate, Financial Advisor
Bill Selley
Financial Advisor
Adam Gimbel
Financial Advisor
Garrett McMillan
Vice President, Triad Wealth and Financial Advisor
Jared Woods
Financial Advisor
Michelle Mitchell
Vice President of Strategic Initiatives
Micki Borawski
Financial Advisor, Brokerage Relationship Specialist
Milos Vranic
Financial Advisor, Managing Associate
Ryan Hale
Financial Representative
Tyler Prasse
Financial Representative
Admin Team
Christina Lloyd
Recruiting Coordinator