Our Team

Thomas J. Fanning, Sr.

Managing Partner

Thomas Fanning, Jr.

Partner

Heather Fanning Geyer

Senior Executive Assistant

Diane Carnesi Giddens

Director Underwriting

Chris Halvey

Managing Director

Marc Hiatrides

Partner

Luann Kazanecki

Controller

Keith McMahon

Director

Jennifer Mejia

Chief Operating Officer

Charlotte Ricci

Executive Receptionist | Benefits Account Associate

Coleen Sherman

Employee Benefits Specialist

Lisa Siegfried

Underwriting Coordinator

Jessica Varkey

Director of Policy Service

Ted Zurek CFP®, ChFC®

Senior Vice President | Business Development