Our Team

• 

  Joseph Caiello, CLTC, LUTCF

  Founder & CEO

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• 

  Andrew Schaffel, CAP ®, CLTC, LUTCF

  President

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• 

  Michael Kasch, ChFC ®

  Partner

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• 

  Kyle Jones, RICP ®, CLTC

  Partner

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• 

  David Marshall

  Partner

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• 

  Michael Caputo

  Associate

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