Meet The Team
Monika Kahanowitch
Banking and AccountingMonika Kahanowitch has experience in both banking and accounting.
Ben Koplan CLU, ChFC
PrincipalWith over 30 years of insurance experience, Ben is a well-respected leader, speaker and senior consultant in the brokerage market.
Christian Marsella MSF
Senior Insurance ConsultantAdvisors collaborate with Christian on retirement, estate planning, business planning and care solutions to put their clients in the best position possible to succeed.
Placeholder Title
Marketing ConsultantPlaceholder has been in the insurance industry for the past 38 years as an agent, agency manager, and wholesaler.
Ron Ross, CLU, ChFC
Advanced Marketing and SalesRon has more than 30 years of insurance experience assisting agents with wholesale and retail sales concepts.
Eric M. Silk, CLU, ChFC
Senior Marketing ConsultantEric has been in the insurance business for over 20 years as an agent, a carrier representative and as a brokerage manager.
Natasha Spence
Senior Concierge Case ManagerNatasha has more than 14 years as a concierge case manager that includes large case underwriting and office management.
Karen Todd
Case ManagerKaren has extensive experience in product and marketing development with an emphasis in technology, focusing on bringing tools and techniques to advisors and agents.