Biographies
Extended Team of Firm Specialists
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Jason M. Bourdeau, CLU®, ChFC®
Agency Director—Advanced Markets
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Herbert K. Daroff, J.D.*, CFP®, AEP®
Director of Estate & Business Planning
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David Grebber, J.D.*, LLM, LUTCF
Agency Director—Advanced Markets
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Robert Piatelli
Director - Life Products
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Abigale Shields
Director of Financial Planning