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Founders

Founders are more than just the backbone of our organization. They are the leaders who have stepped up to unify our profession and ensure financial security for all. By providing the intellectual and financial capital necessary to design and develop Finseca, Finseca Founders are ensuring that we have a lasting impact on the world around us.

We are forever grateful for your support.

Founding members

Premier
  • Jim Hebets
  • Shaun McDuffee
  • Mark Murphy
  • Mullin Barens Sanford (Kristi Barens, Peter Mullin)
  • Nat Perlmutter
  • Phillip C. Richards
  • Winged Keel (Aaron Abrahms, Rohit Dalmia, Marko Djuronovic, Brian Gartner, Campbell Gerrish, Vikash Haritwal, Chelsea Maeda, Mike Mingolelli, Eric Naison-Phillips, Barbara Novak, Matt Phillips, Alexander Tuff, Jeri Turley)
Champion members
  • Anthony Domino
  • Capital Strategies Group (David Byers, John Carter, Will Worrell)
  • Lindberg & Ripple (Anthony Pace, Carl Peterson, Nancy Shepard)
Leader members
  • Jeremy Dicker
  • Jamie Hebets
  • Ron Rosbruch
  • SALI (Jonas Katz, Tom Nieman)
  • Dr. Maurice B. Springer
Steward members
  • David Fritz
  • Michael James
  • Al Papa
  • Frank Seneco
Donor members
  • Baker & Hostetler, LLP
  • Raymond Bening
  • Jerry Borrowman
  • Aamir Chalisa
  • Luis Chiappy
  • Mayur Dalal
  • Robert Eichler
  • Laurence E. Herman
  • Michelle Hubert
  • Don Lippencott
  • Richard Maus
  • Larry Raymond
  • Ken Samuelson
  • Rick Van Benschoten
  • Paul Vignone
  • John Watson
Contributor members
  • Stanley Benfell
  • Stephen Burk
  • Gordon Hammond
  • Blair Jacobson
  • Jerry Lindberg
  • Jason Maples
  • Andy Meehan
  • Jeffrey Neeck
  • Michael Noland
  • Constantine Pihakis
  • Richard Plesha
  • John Qualy
  • Michael Rosenzweig
  • Robert L. Scharff
  • David Stertzer
  • Forrest Surles
  • Michael Thompson
  • Harold Unger
  • Russell Vandevelde
  • Brendan Walsh

Founding members

  • Crump
  • Equitable
  • LIBRA
  • One America
  • Pacific Life
  • Penn Mutual
  • Principal Financial Group
  • Securian Financial
  • State Farm

Founding firms/agencies

  • 1847Financial (James Meehan, Lisa Davis)
  • Alliance Financial Group (Jerry Hemmer)
  • Allied Wealth Partners (John Langdon, Marc DelGaudio)
  • Ashford Advisors (V. Thomas Purcell, George Moore, Camille Snyder)
  • Barnum Financial Group (Paul Blanco)
  • Baystate Financial (Dave Porter)
  • Blue Ocean Wealth Solutions (Frank Scalese)
  • Bluecrest Financial Alliances (Jason Bach)
  • Capital Financial Group (R. Timothy Sinks)
  • Capstone Financial (Scott Greenfield)
  • Capstone Partners (Andrew Moore)
  • Center for Wealth Preservation (Greg Blum, Gary Ranftle, Samantha Clark)
  • Charter Oak Financial (Brendan Naughton, Brad Somma)
  • Coastal Wealth (Harris S. Fishman, Jeremy Straub)
  • Commonwealth Financial Group (Richard St. Jean and Eric Spindt)
  • Consolidated Planning, Inc. (Andy Brincefield)
  • CorePath Wealth Partners, LLC (Mark Bonnett)
  • Creative Financial Group (Christopher Furrule, Francis Naselli, Robert Hagenberg)
  • DisabilityQuotes.com (Steven Crawford)

  • Equitable Advisors – Atlantic Branch (John Yacoubian)

  • Equitable Advisors – Central Florida (Marcus Healey)
  • Equitable Advisors – Great Lakes Branch (William Degnan)
  • Equitable Advisors – Mid America Branch (Gregg LaSpisa, Brandy Mickens)
  • Equitable Advisors – New England Branch (P. Nick Makriannis)
  • Equitable Advisors – South Florida Branch (Luis Chiappy)
  • Equitable Advisors – The Capital Branch (Darren Bush, Nathan Moore)
  • Equitable Advisors – The Empire Branch (Louis Nuchereno)
  • Equitable Advisors – Carolinas Branch (Amy Schlager)
  • Equitable Advisors of Southern California (John Lefferts)
  • Equitable Advisors Pacific Northwest (Don O’Donnell)
  • Equitable Advisors Texas (Chris Noonan, Jeff Moore, Darrell Christian, JR Crowell)
  • Fifth Avenue Financial (Michael Book)
  • Financial Partners of Upstate New York (Sam Terrazzino)
  • First Financial Group (Lloyd Polmateer)
  • Forest Hills Financial Group, NY LLC (Nathan M. Perlmutter, Andie L. Perlmutter, David A. Perlmutter, Amy Salo)
  • Foster Klima & Company, Inc. (Doug Flink)
  • GoldBook Financial (Victor Goldman)
  • International Planning Alliance, LLC (David Alter, Gerald Clericuzio, Anthony Campanile)
  • Karr Barth Associates, Inc. (Tim Maguire)
  • Lee, Nolan & Koroghlian, LLC (George Koroghlian, Dominick Iorio, Adam Cherney)
  • Legacy Wealth partners (Michael Levin)
  • Leisman Insurance Agency, Inc. (Bill Leisman, Jenni Leisman Dessert, Will Leisman)
  • Lifetime Financial Growth, LLC (Earl J. Luttner)
  • Lueder Financial Group of Northwestern Mutual (Matthew Lueder)
  • Magnolia Wealth Strategies (Rich Schega)
  • MassMutual Brooklyn (Aaron Klein, Jacob Kahan)
  • MassMutual Capitol District (Joseph (Joe) Cantanucci)
  • MassMutual Carolinas (Tim Flanagan)
  • MassMutual Central US (David Means)
  • MassMutual Commonwealth (Kevin Paasch)
  • MassMutual Great Lakes (Manuel Amezcua)
  • MassMutual Greater Houston (J.K. McAndrews)
  • MassMutual Greater Philadelphia (Anthony Spatichia)
  • MassMutual Greater Richmond (Brad Gramm)
  • MassMutual Greater Washington (George Kinigopoulos)
  • MassMutual Metro New York (Stephen Grossman, James Fay)
  • MassMutual Miami (Luis (Wicho) Hernandez)
  • MassMutual New Jersey-NYC (Michael Vesuvio)
  • MassMutual New York State (Joe DiLeo)
  • MassMutual Northern California (Gregory Cohn)
  • MassMutual Northwest (James (Jim) Sypher)
  • MassMutual Pittsburgh (Roman Matusz)
  • MassMutual South Carolina (Bertrand (Ry) Hudnall)
  • MassMutual Tri State (John Bucsek)
  • National Financial Network, Inc. (Anthony T. Mazzei, Sr., Michael Maresca, Gary Destefano)
  • New York Life Long Island (Don Lippencott, John Curry)
  • North Star Resource Group (Ed Deutschlander)
  • Northeast Financial Network (Mike Salvatore
  • Northwestern Mutual Alabama (Adam Rhoades)
  • Northwestern Mutual Appleton (Corey R. Fleisner)
  • Northwestern Mutual Boca Raton – Striano Financial Group (Peter Striano)
  • Northwestern Mutual Capital Region (Alex Tronco)
  • Northwestern Mutual Central Illinois (Brian McClure)
  • Northwestern Mutual Charlotte (Richard Worrell)
  • Northwestern Mutual Chicago (Corey McQuade)
  • Northwestern Mutual Chicagoland (Ryan J. Kramer)
  • Northwestern Mutual Cincinnati (Shawn Kelley)
  • Northwestern Mutual Des Moines- Erhard Network Office (Keith Erhard)
  • Northwestern Mutual Dallas (Tait Cruse)
  • Northwestern Mutual Eastern Pennsylvania (Steve Guinan)
  • Northwestern Mutual Goodwin, Wright (John W. Wright II)
  • Northwestern Mutual Greater Chicago (Thomas Goris)
  • Northwestern Mutual Greater New York (Paul Dodd)
  • Northwestern Mutual Houston (Jeff Reeter)
  • Northwestern Mutual-Indiana (David Kiecker)
  • Northwestern Mutual-Louisville (J. Daniel Rivers)
  • Northwestern Mutual Los Angeles (Matthew Plocher)
  • Northwestern Mutual Mid-Atlantic (Scott Iodice)
  • Northwestern Mutual Minneapolis (Mark Heurung)
  • Northwestern Mutual Nashville (Chuck Pruett)
  • Northwestern Mutual New York Park Avenue (Adam Seiden)
  • Northwestern Mutual Northern Ohio (John C. Ertz)
  • Northwestern Mutual Philadelphia (Tony Stanley)
  • Northwestern Mutual Pittsburgh (Kevin E. Miller)
  • Northwestern Mutual Raleigh (Douglas Berry)
  • Northwestern Mutual – RFP Financial Group, Inc. (R. Philip Sarnecki)
  • Northwestern Mutual Sacramento (Rick Abell)
  • Northwestern Mutual San Diego & Hawaii (Thomas Stewart)
  • Northwestern Mutual San Francisco (Michael Byrne)
  • Northwestern Mutual Southern Wisconsin (Sandy Botcher)
  • Northwestern Mutual Spokane Valley (Paul Hanson)
  • Northwestern Mutual – St. Louis (Clayton) (Steve Gross)
  • Northwestern Mutual Stamford (Alex Beilin)
  • Northwestern Mutual – The South Florida Group (M. Kevin Lawhon)
  • Northwestern Mutual Twin Cities (BJ Hellyer)
  • Northwestern Mutual Utah (Todd Grabner)
  • Northwestern Mutual Washington (Leo Tucker)
  • Northwestern Mutual – West Michigan (Joe Dierks)
  • Northwestern Mutual – Woodland Hills, CA (Mitchell Beer)
  • Opes One (John McGurran)
  • Pacific Advisors LLC (Kelly Kidwell)
  • Peachtree Planning (Darrell Dawes)
  • Savage and Associates, Inc. (J.R. Toland)
  • Shoemaker Financial (Mac Jenkins)
  • Skylight Financial Group (Michael Connole, Paul Fox)
  • Spectrum Financial Group (Daniel Lengyel, Patrick Thuecks)
  • Signature Resources (Geoffrey L. Kaltenbach, Gregory L. Kaltenbach)
  • Strategic Financial Concepts, Inc. (Bruce Davison)
  • Strategic Financial Partner (Russ VanderSteeg)
  • Strategies for Wealth (Jeffrey Neeck, Josh Becker, Jerry Harnik, Lyle Domenitz, Jerry Tavella)
  • Synergy Wealth Solutions (Brian Roberts)
  • The Bulfinch Group (Seth Medalie)
  • The Dollarhide Financial Group, INC (Jeff Dollarhide)
  • The Piedmont Group of Atlanta (William McQuaid)
  • uFinancial Group (Christopher Cocores)
  • Virginia Asset Management, LLC (Mike White)
  • Wealth Advisory Group LLC (Howard Elias, Adam Kaufman)
  • Wealth Strategies (Travis Hart, Ryan Kelley)
  • WestPoint Financial Group (Greg McRoberts)

Resources

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My Finseca

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About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.