Associates

 
  • Vincent J. Montanti, , ChFC®, CLU®, REBC®

    President and CEO

  • Dr. Vincent C. Montanti, CFA®, CFP®, AIF®

    Vice President and COO

  • Dorothy Fernsel

    Office Manager

  • Betty Rauch

    Registered Client Associate

  • Milvida Montanti

    Client Services Coordinator

  • Mallery "Victoria" Bosworth

    Administrative Associate