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Wealth Strategies Team

Andrea Berger

CFP® Financial Planning Analyst

Doug Berry

CFP® Financial Planning Director

George Kerschner

ChFC®, CLU® Advanced Markets Consultant

Jeffrey Jenei

JD®** Advanced Markets Consultant

John McCullough

CFP®, ChFC®, CLU® Advanced Markets Consultant

Joseph Naselli, Sr.

AEP®, ChFC®, CLU® Agency Director

Keith Kensey

LUTCF Life Insurance Specialist

Matthew Siegel

Life Insurance Specialist

Vincent Tagliaferri

CFP® Investment Specialist


AEP® – The Accredited Estate Planner (AEP®) designation is presented by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

CFP® – The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. in the United States.

ChFC® – The Chartered Financial Consultant (ChFC®) prepares you to meet the advanced financial planning needs of individuals, professionals, and small-business owners, focusing the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.

CLU® – The Chartered Life Underwriter (CLU®) is the world’s most respected designation of insurance expertise. This prestigious designation provides in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.

JD – A Juris Doctor (JD) is a professional doctorate in law.
** Licensed but not practicing on behalf of MML Investors Services, LLC

*Not practicing on behalf of MML Investors Services, LLC, or its affiliated companies..

 

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