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Home
About
Who We Are
Our Team
Testimonials
Firm Relationships
Services
Our Process
Clients
Who We Serve
BAE Systems Employees
General Motors Employees
Trusted Business Alliances
Resources
Our Blog
Helpful Articles
Videos
Market Update
Events
Retirement Empowerment
Workshops
Upcoming Webinars
Contact
Clients
Who We Serve
BAE Systems Employees
General Motors Employees
Trusted Business Alliances
Resources
Our Blog
Helpful Articles
Videos
Market Update
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Retirement Empowerment
Workshops
Upcoming Webinars
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Meet The Team
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Meet The Team
Jeffrey Manzella
President
Jerad LaParl
Investment Advisor Representative
Antonio Kavouriou
Financial Advisor
Lorenzo Evangelista
Investment Operations & Planning Associate
Kristina Meldrum
New Business Processor
Brenda Roths
Director of Client Relations & Marketing
Anastasija Trajanovska
Client Experience Specialist