Our Team

Founding Partners

David A. Kozak
Managing Partner, CEO
John J. Lennon
Managing Partner, CFO


Jacki Alberico
Planning Associate
Michele Antonini
Business Development Manager
Kathy Barry
Operations Manager
Derek Chandler
Licensed Property & Casualty Sales Associate
Moon Ciofalo
Client Service Specialist
Jane Cuevas
Internal Analyst and Tax Associate
Leigh Friedman
Marketing and Brand Manager
Sherry Grimm
Marketing Coordinator
Alan J. Haffler, CLU, ChFC
Client Relations Manager
Clayton Kovatch
Planning Associate
David Mikelson
Business Development Assistant
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