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, Nations Lending Corporation

Beau along with his team of licensed loan officers at Nations Lending Corporation cover the entire Mid-Atlantic Region.  Nations Lending Corporation is a direct mortgage lender with highly competitive rates...

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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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