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Retirement and Investment Only Sales Contacts

We are committed to providing superior client services and customized ideas, based upon our clients’ unique needs and long-term business strategies.

US Sales Contacts by Region

Northeast Region

ME, NH, VT, MA, NY, RI, CT, Eastern PA, Northern NJ

 

Chris Bilello, CIMA®
SVP, Portfolio Consultant

BIOGRAPHY

 
email (617) 763-8587

Mid-Atlantic Region

Southern NJ, DE, MD, Western PA, Eastern/Southwestern OH, KY, WV, VA, NC

Regional Sales Specialist

Arley Reyes, AIF®
VP, Portfolio Consultant

 

Scott Waskiewicz

 

 

email (703) 203-4701
email (617) 422-4721

Central Region

Northwestern OH, MN, IA, IL, WI, MN, IA, ND, SD, KS, UT (Except St. George)

 

Jenna Sellman, AIF®
VP, Portfolio Consultant

BIOGRAPHY

 
email (269) 779-0870

Southeast Region

TN, SC, GA, AL, MS, FL

 

Elliott Pedrick,®
SVP, Portfolio Consultant

BIOGRAPHY

 
email (904) 307-2461

South Central Region

NE, CO, NM, TX, OK, LA, AR, MT, ID

Regional Sales Specialist

Andrew Brosco, AIF®
VP, Portfolio Consultant

BIOGRAPHY

Sara Cline, AIF

 

 

email (703) 203-4701
email (617) 422-4851

Western Region

MT, WY, UT (St. George Only), AZ, ID, NV, WA, OR, CA, AK, HI

 

Jeffrey Abelli, AIF®
VP, Portfolio Consultant

BIOGRAPHY

 
email (949) 463-5827

US Home Office Contacts

60 State St. Boston, MA 02109

Steven Forss, CFP®, QPA,
QKA, AIF®

VP, Senior Business
Development Officer

BIOGRAPHY

Eric Parisi, CIMA®, AIF®
SVP, Business
Development Officer

BIOGRAPHY

email

(617) 422-4710
(617) 304-0965 cell

email

(617) 422-4730
(617) 816-5385 cell

Caroline Naylon, AIF®
VP, Business
Development Officer

 

Brandi Kinsman, AIF®
Senior Key
Account Manager

 

email

(617) 422-4638 
(617) 416-3683 cell

email

617-422-4718
617-416-9596 cell

Director of Sales & Business Development

chris-laucks-70x90

Chris Laucks, CFP®
SVP, Director of Sales & Business Development
 

BIOGRAPHY

email

(617) 422-4537
(617) 571-6600 cell