CALIFORNIA CONSUMER - Key Persons


Alessandra Nicolas

Job Titles:
  • Head of Financial Wellness and Benefits

Barry Finn

Job Titles:
  • Financial Advisor
  • Financial Services Representative, Special Care Planner

Brandon Razler

Job Titles:
  • Financial Advisor
Brandon Razler is a resident of Warminster, PA and recent Magna Cum Laude graduate of Georgian Court University where he obtained his Bachelor's Degree in Finance. In college, Brandon was selected to the Student Athletic Advisory Committee, volunteered his time with Unified Sports Special Olympics and Parents of Autistic Children, and was captain of the Georgian Court men's lacrosse team. He was a member of numerous Honors Society's and is an avid Philadelphia sports fan. Brandon uses his spare time to enjoy the

Chris Furrule

Job Titles:
  • Member of the Specialized Support Team
  • General Agent

Christopher Kinzler

Job Titles:
  • Financial Planner

Evan Cleary

Job Titles:
  • Home and Auto Insurance Specialist

Fran Naselli

Job Titles:
  • Member of the Specialized Support Team
  • General Agent

George Kerschner

Job Titles:
  • Advanced Markets Consultant

Javid Jaraiedi

Job Titles:
  • President, Financial Planner

Jeffrey Jenei

Job Titles:
  • Advanced Markets Consultant

John McCullough

Job Titles:
  • Advanced Markets Consultant

John Swarts

Job Titles:
  • Chief Operating Officer - PA

Jonathan Jaraiedi

Job Titles:
  • Vice President, Financial Planner
Jon Jaraiedi is a graduate of West Virginia University with a Bachelor's Degree in Finance. He has been in

Kate Taglieri

Job Titles:
  • Office Manager

Keith Kensey

Job Titles:
  • Life Insurance Specialist

Lindsay Argiriou - CMO

Job Titles:
  • Marketing Director

Matthew Siegel

Job Titles:
  • Life Insurance Specialist

Michael Taylor

Job Titles:
  • Member of the Specialized Support Team
  • Director of Compliance

Nick Foreman

Job Titles:
  • Financial Planning Analyst

Robert Hagenberg

Job Titles:
  • Member of the Specialized Support Team
  • General Agent

Robert Meara

Job Titles:
  • Chief Operating Officer - NJ

Scott Lingrell

Job Titles:
  • Vice President, Financial Planner

Tara Rickards - COO

Job Titles:
  • Director of Operations

Vincent Tagliaferri

Job Titles:
  • Investment Specialist