Corporate Plans | Meet Our Advisors

Our Team

Gerald M. Mirra, CLU,® ChFC,® RICP®

Financial Advisor, Partner

Our Many Other Sides

Enrich The Lives Your Business Supports

Your employees are more than part of your business, they’re part of your mission. We help you create benefit strategies that reward loyalty, inspire growth, and protect the people who make your business possible.

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A transparent, coordinated process designed to simplify decisions and align all aspects of your wealth.

Explore Our Process

Since 1985, we’ve helped clients, families, and businesses connect every part of their financial lives.

Learn About Us

Connect with our experienced advisors to align your business, benefits, and wealth strategies effectively.

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Our Team

Gerald M. Mirra, CLU,® ChFC,® RICP®

Brian Vieselmeyer

Peter Swansen, Jr.

Lori Ann Oliva

Carlo J. Marano

Joseph Pezzo

Dennis Zacharopoulos

James Kerr, CLU®, ChFC®

Samantha Mattioli

Megan Merritt

Our Many Other Sides

Enrich The Lives Your Business Supports

A transparent, coordinated process designed to simplify decisions and align all aspects of your wealth.

Since 1985, we’ve helped clients, families, and businesses connect every part of their financial lives.

Connect with our experienced advisors to align your business, benefits, and wealth strategies effectively.