Biographies

 
  • Lee F. Windt

    Chief Operating Officer, Managing Partner

  • Sergio O. Pessoa, CLU®, ChFC®, CLTC®, CFP®

    President, Managing Partner

  • Samantha A. Acebal

    Director of Client Relations

  • Zack Eidman

    Director of Business Services

  • Patricia Eitel

    Director of Client Service
    Benefits Division

  • Diane A. Olear, J.D.

    Director of Business Development