Our Team

Marion Edworthy

Operations Leader

Over 31 years in the financial industry

Todd Nichols

Group Specialist

Over 8 years group experience

Susan Cremasco

Payroll
Privacy Officer

Over 10 years experience in payroll and finance

Deb Rintoul

Client Services

Over 39 years in client services experience

Lina Finoro

Group Specialist

Over 5 years group benefits experience

Stella Rachiele

Individual Product Specialist

22 years client service and sales experience, including 2 years Financial Advisor experience.

Associates

Steve Shillington

CA, CFP, TEP

Tax & estate planning consultant
Private wealth & estate services