Marc I. Rosenthal, CLTC®

Principal & Founder


Meet Marc

Christopher Alderson, CLTC®, CFP®

Financial Advisor


Meet Christopher

Joshua T. McCarthy

Financial Advisor


Meet Joshua

David Johnston

Financial Services Professional


Meet David

Scott Zeplowitz

Financial Services Professional


Meet Scott

Michelle Falgiano

Director of Operations


Meet Michelle

Samantha Rae Hughes

Director of Communications


Meet Samantha

Dawn Wagner

Client Relations Coordinator

Meet Dawn

*Source: Individual Third Party Ratings Reports as of 7/27/17 by Standard & Poor's (AA+); A.M. Best (A++; Moody's (Aaa); and Fitch (AAA).