Meet Our Team

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Jason Delaney

Managing Partner

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Jack Jerzewski

Partner

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Tricia Burger

Associate Partner

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Linda R. Crumbley

Sales Development Manager

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Stephanie Kowalski

Service Leader

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Eric W. Deems, AAMS®

Senior Associate Director - Agency Standards

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Scott Tagliareni

Investment Strategies Consultant

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Kate Anderson

Investments Internal

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Angela Wrigh

Internal LTC Solutions Product Consultant

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Olympia L’liou Perry

LTC Internal

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Pierce Roth

Variable Universal Life Consultant

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Don Hart

VUL Internal

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Katie Rapp

Life Insurance Consultant

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Scott Landry

Internal Life Consultant

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Daniel Acosta

IDI Virtual Consultant

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Brad Penny

Advanced Planning Group Virtual