Managing Partner - Financial Planner
As Co-Founder and Managing Partner, Rory empowers clients to take charge of their financial future...
Kenneth Baron’s mission is to help clients get on a path to financial success, helping them to protect against financial threats while building wealth. As a Financial Planner at ZEA Financial, Ken works with business owners and...
Alyssa Emmanuel studies Marketing at SUNY Old Westbury College of Business. She continues to learn how to reach a peak audience and analyze the patterns of marketing. She is well-versed in website design, event planning, and digital...
Bailey Murray has come to us with previous experience in event planning and being a Universal Cheerleading instructor. She is highly attentive to detail and strives for accuracy and consistency in her daily individual performances as...
Internal Director of Financial Planning
Evan N. Rogdakis, J.D., is the Director of Financial Planning for Center for Wealth Preservation, a MassMutual firm. Mr. Rogdakis has served in that role for approximately 15 years, assisting financial professionals and their clients...
Underwriting and Diversity Coordinator
With over 15 years of experience in the insurance and financial planning arena, Jennifer prides herself on providing the absolute best service and support for the advisors of the firm, as well as our clients. Her expertise is in...