Our Team

Steven  Brett

Managing Director, Partner

Email Steven
631.414.4020
Melville, NY
Keith  Clapacs

Financial Advisor

Email Keith
440.459.5923
Cleveland, OH
Bob E. Coode

Managing Director, Partner

Email Bob
440.605.7119
Cleveland, OH
Robert  Coode

Managing Director, Partner

Email Robert
440-605-1900
Cleveland, OH
Deborah  Marino

Insurance Operations and Administration, Manager

Email Deborah
440.459.5911
Cleveland, OH
Charris A. Nelson

Medicare Specialist Manager

Email Charris
440.459.5942
Cleveland, OH

Our Back Office Specialists

Lauren  Ballantine

Director, Underwriting

Chris  Bottaro

Senior Vice President, Insurance

Phil  Jackson

Managing Director, Insurance Marketing

Eric  Johnson

Vice President, Underwriting

Tom  Love

Vice President, Insurance Analytics

Keith  Miller

Vice President, Insurance Planning

Eric  Van Meter

Analyst, Insurance Marketing