Tony Defazio, CPCA, RHU
Tony has been in the Insurance, Investment and Group Benefits business since 1989, working with over 60 corporations and their employees. He has achieved both the Certified Senior Advisor and Registered Health Underwriter designations. His experience and dedication to those he services has proved to be a great asset when working with firms and their owners.
Christopher Campos, RHU, CFP
Chris has been in the financial industry since 2004 and has achieved designations as a Certified Financial Planner and Registered Health Underwriter. He works closely with business owners to ensure their businesses are protected properly in the event of catastrophic events such as death or disability. His willingness to go the extra mile to do the job right is one of Chris’ great strengths.
Carollee Kirby, Administrative Assistant
Carollee is our administrative assistant who happily provides friendly, courteous and expedient assistant to our clients and of course our associates. She helps us deal with all aspects of our Employee Benefits Division from securing quotes to dealing with claims and service issues. She is an asset to those that deal and know her.
Jessica Belanger, Client Care
Jessica is part of our Client Care Team and has been since September 2020. She has previous experience in both Human Resource management and Office Administration. Most of her work involves data entry as well as keeping client information up to date and she is happy to assist wherever help is needed.