Broker Check

Our Strategic Partners

Gary M. Anderson, CPA

Gary M. Anderson, LLC

We don’t come across too many clients, if any, who enjoy doing their taxes. And that’s why we partner with Gary. With over 25 years of experience as a Certified Public Accountant, he helps many of our clients with income...
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Robert P. (Beau) Cox, CMPS®

Branch Manager, Universal Mortgage & Frinance, Inc

Beau manages the Newark, Delaware branch of Universal Mortgage & Finance, a direct mortgage lender with highly competitive rates and the ability to close loans quickly with in-house processing and underwriting teams. Since 2007, he has...
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Christopher S. Lukasiewicz, LUTCF®

The Lukasiewicz Team, Liberty Mutual Insurance

Chris has worked as a Delaware insurance agent since 2003 and is located in the Newark office. One of the leading property and casualty insurance agents in the area, he has worked closely with our clients over the years and is also...

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Kevin M. Baird

Managing Partner, Baird, Mandalas, Brockstedt, LLC

Kevin is the Managing Member of Baird Mandalas Brockstedt, LLC and practices in the areas of estate planning and administration, business law, administrative law, and litigation. He enjoys a team-based approach to problem solving and...

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Nick Moriello, RHU®

President and CEO, Health Insurance Associates

Vice President, Consumer, Medicare and Government Affairs, Savoy

Following in the footsteps of his father, who started in the health insurance industry in 1975, Nick entered the field in 1993, becoming licensed while still a full-time...

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