Get to know our team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Chief Operating Officer and Associate Wealth Management Advisor Dave Biondo

Dave Biondo

RICP®

Chief Operating Officer and Associate Wealth Management Advisor

Photo of Director of Financial Planning Gregory T. Patchak

Gregory T. Patchak

CFP®

Director of Financial Planning

Photo of Associate Financial Representative Kelly M McGovern

Kelly M McGovern

Associate Financial Representative

Photo of Associate Financial Representative Patty L Manifold

Patty L Manifold

Associate Financial Representative

Affiliate Advisors

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor Matthew L. McCormick

Matthew L. McCormick

ChFC®, RICP®, WMCP®

Wealth Management Advisor