Our Team

Abbie Belmar

Director

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

Nicole Larcy

Executive Assistant

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

Alexis Warren

Benefits Coordinator

Andrew Werner

Director

Ted Zurek CFP®, ChFC®

Senior Vice President | Business Development

John Litke

Sr. Vice President