Our Team

We believe that our firm is our people. Our team members are not simply order-takers…they think before they act and take pride in what they do. They are people who are dedicated to the highest work quality, meticulous attention to detail, continuing education, and an esprit-de-corps attitude. Our team believes in an older, more enduring service mentality that encompasses values such as personal attention, empathy, sincerity, anticipation, discretion, trustworthiness, and follow-through. Unlike the staffs of many other insurance firms, our team focuses most of their time servicing existing clients rather than developing new clients.

Leadership

Beth Lang, CLU

Principal & Chief Operating Officer

David J. Malone, CLU, ChFC

President & CEO

Team Members

Margaret A. Archinaco, CRC

Director of Client Services

Amy B. Azzarello

Executive Assistant to David J. Malone

Jennifer R. Barry

Policy Administrator & Case Designer

Kelly Chermak

Director of Corporate Benefits

Nicole Cosnotti

Client Service Manager

Michael Curry

Policy Administrator & Case Designer

Wanda M. Harper, CLU

Policy Analyst

Jennifer Heiskell

Director of Insurance Design & Analysis

Cara Hessler

Receptionist

Laurel Kentzel-Kavic

Managerial Accountant / Financial Analyst

Richard I. Lerach, CFP©, AIF©

Director

Jill A. McArdle

Director of Underwriting

Bryan E. McMahon, CSSCS

Compliance Officer /
OSJ Supervisory Principal

Hannah M. Olsen

Executive Assistant to Beth Lang & Margaret Archinaco

Cindy S. Sardon

Executive Assistant to David J. Malone

Lissa M. Sever

Office Administrator

Kevin Siebert

Associate