Team

Carlo began his career in employee benefits with the Travelers Life Insurance Company. He later joined National Pension Service in White Plains, New York, one of the premier retirement planning firms in the country. In 1985, Carlo and...

Gerry began his career in 1974 with the Connecticut Mutual Life Insurance Company. In 1979, he joined National Pension Service in White Plains, NY. While there, Gerry and long-time friend and associate, Carlo Marano, formed Corporate...

Brian began his career as a financial advisor with Northwestern Mutual in 2005. In 2009, he joined previous broker dealer MassMutual Westchester in White Plains, NY serving as an investment specialist. In 2012, Brian joined Corporate...

Joe began his career in 2014 as a Corporate Tax Accountant and in 2018 entered the Financial Services industry with Northwestern Mutual.  The following year, he joined TrueNorth Financial Solutions in White Plains, NY as a...

Lori has been in the financial and employee benefits industry for over 35 years. She joined Corporate Plans in 2006 and is responsible for the smooth operation of the day to day business of the Company. Given her experience, Lori...

Samantha joined Corporate Plans in the Spring of 2018 bringing with her 10 years of Customer Service Experience. Samantha has become a vital part of the team in the servicing of our employee benefits side of the business.