Our Advisors & Consultants

Davis J. Rieman, Jr.
CFP®, President, 401K/Executive Benefits
Ray Carlson
Regional V.P.
Employee Benefits, Non-Profit Institution Specialist
David Siebel
Regional V.P.
Employee Benefits, Non-Profit Institution Specialist
Jill B. Cooper
CFP ®, Regional V.P., Investment Advisor Rep
Life Insurance, Financial Planning, Employee Benefits/401k, Executive Benefits, Long Term Care
Bruce Weil
Regional V.P.
50+ Employee Benefits, Self-Funded Self Insured Specialist
Renee Rochman
Sales Executive
Employee Benefits, Medicare Supplements
Jim Capitanello
Registered Rep., Sales Executive
Investments, 401K, Life Insurance
Lissa Brand-Kania
Sales Executive
Employee Benefits, Voluntary Benefits
Michelle Meyers
Service & Marketing Manager