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, develop and launch Finseca, Finseca Founders are ensuring that we have a lasting impact on the world around us.

We are forever grateful for your support.

Become a Founder

Premier

  • Jim Hebets
  • Kelly Kidwell
  • Shaun McDuffee
  • Mark Murphy
  • Mullin Barens Sanford (Kristi Barens, Peter Mullin)
  • 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)
  • Nat Perlmutter
Leader members
  • Jamie Hebets
  • SALI (Jonas Katz, Tom Nieman)
  • Dr. Maurice B. Springer
Steward members
  • Michael James
Donor members
  • Baker & Hostetler, LLP
  • Jerry Borrowman
  • Aamir Chalisa
  • Luis Chiappy
  • Mayur Dalal
  • Robert Eichler
  • David Fritz
  • Laurence E. Herman
  • Michelle Hubert
  • Don Lippencott
  • Richard Maus
  • Larry Raymond
  • Ken Samuelson
  • Rick Van Benschoten
  • Paul Vignone
  • John Watson
Contributor members
  • Stanley Benfell
  • Raymond Bening
  • Stephen Burk
  • Gordon Hammond
  • Blair Jacobson
  • Jerry Lindberg
  • Jason Maples
  • Andy Meehan
  • Jeffrey Neeck
  • Michael Noland
  • Richard Plesha
  • Constantine Pihakis
  • John Qualy
  • Michael Rosenzweig
  • Robert L. Scharff
  • David Stertzer
  • Forrest Surles
  • Michael Thompson
  • Harold Unger
  • Russell Vandevelde
  • Brendan Walsh
  • Harry Hoopis
  • Pete Novak
  • Wayne Swenson

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

Founding firms/agencies
  • 1847Financial (James Meehan, Lisa Davis)
  • Allied Wealth Partners (John Langdon, Marc DelGaudio)
  • Barnum Financial Group (Paul Blanco)
  • Blue Ocean Wealth Solutions (Frank Scalese)
  • Capital Financial Group (R. Timothy Sinks)
  • Capstone Financial (Scott Greenfield)
  • Capstone Partners Financial and Insurance Services, LLC (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)
  • Consolidated Planning, Inc. (Andy Brincefield)
  • CorePath Wealth Partners, LLC (Mark Bonnett)
  • Creative Financial Group (Christopher Furrule, Francis Naselli, Robert Hagenberg)
  • Equitable Advisors – Atlantic Branch (John Yacoubian)
  • Equitable Advisors – Carolinas (Jason Dummert)
  • Equitable Advisors – Central Florida (Marcus Healey)
  • Equitable Advisors – Great Lakes Branch (William Degnan)
  • Equitable Advisors – Mid America Branch (Gregg LaSpisa)
  • Equitable Advisors – New England Branch (Nick Makriannis)
  • Equitable Advisors – New York Metro Branch (Tony Sages)
  • Equitable Advisors – Rocky Mountain Branch (Mark Neely)
  • 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 of Southern California (John Lefferts)
  • Equitable Advisors Texas (Darrell Christian, JR Crowel, Jeff Moore, Chris Noonan)
  • 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)
  • 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)
  • Lombard International
  • Magnolia Wealth Strategies (Rich Schega)
  • MassMutual Brooklyn (Aaron Klein, Jacob Kahan)
  • MassMutual Capitol District (Joseph (Joe) Cantanucci)
  • MassMutual Carolinas (Tim Flanagan)
  • MassMutual Commonwealth (Kevin Paasch)
  • MassMutual Great Lakes (Manuel Amezcua)
  • MassMutual Greater Houston (J.K. McAndrews)
  • MassMutual Greater Washington (George Kinigopoulos)
  • MassMutual Metro New York (Stephen Grossman, James Fay)
  • MassMutual Miami (Luis (Wicho) Hernandez)
  • MassMutual New York State (Joe DiLeo)
  • MassMutual Northern California (Bob Fakhimi)
  • MassMutual Northwest (James (Jim) Sypher)
  • MassMutual Pittsburgh (Roman Matusz)
  • MassMutual Tri State (John Bucsek)
  • North Star Resource Group (Ed Deutschlander)
  • Northeast Financial Network (Mike Salvatore)
  • Northwestern Mutual Chicagoland (Ryan J. Kramer)
  • Northwestern Mutual Eastern Pennsylvania (Steve Guinan)
  • Northwestern Mutual Greater New York (Paul Dodd)
  • Northwestern Mutual New York Park Avenue (Adam Seiden)
  • Northwestern Mutual – RFP Financial Group, Inc. (R. Philip Sarnecki)
  • Northwestern Mutual Washington (Leo Tucker)
  • Pacific Advisors (Kelly Kidwell)
  • Savage and Associates, Inc. (J.R. Toland)
  • Shoemaker Financial (Mac Jenkins)
  • Signature Resources (Geoffrey L. Kaltenbach, Gregory L. Kaltenbach)
  • Skylight Financial Group (Michael Connole, Paul Fox)
  • Spectrum Financial Group (Patrick F. Thuecks)
  • Strategic Financial Concepts, Inc. (Bruce Davison)
  • Synergy Wealth Solutions (Brian Roberts)
  • The Bulfinch Group (Seth Medalie)
  • The Dollarhide Financial Group, INC (Jeff Dollarhide)
  • uFinancial Group (Christopher Cocores)
  • Virginia Asset Management, LLC (Mike White)
  • Wealth Advisory Group LLC (Howard Elias)
  • Wealth Strategies (Travis Hart, Ryan Kelley)
  • WestPoint Financial Group (Greg McRoberts)