Broker Check

Our Team

Working Together on Your Behalf

James Monteverde

James W. Monteverde, CLU, CHFC, AEP

President and Chief Executive Officer

Craig Shensa

Craig A. Shensa

Managing Director and LPL Registered Principal

Daniel Martin

Daniel J. Martin

Partner and Chief Insurance Officer

Jason Haswell

Jason C. Haswell

Managing Director – Wheeling Branch

Ryan Duchak

Ryan P. Duchak, AIF®

Senior Vice President

Bill Lieberman

Bill Lieberman

Insurance Specialist

Antonio Loffreda

Antonio Loffreda

Sr. Vice President Financial Consultant

Terry Wargo

Terry L. Wargo

Manager, Business Operations

Betsy Karras

Client Relations Manager

Teresa Kovalski

Teresa Kovalski

Client Relations Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.