Team Directory
Representatives
James H. Meanix
CFP®, CLU®, ChFC®, AEP®, CASL®
Wealth Management Advisor
Michael S. Robustelli
ChFC®, CASL®, CLU®
Wealth Management Advisor
Support Team
Stephen W Blumenthal
CLF®, M.Ed.
Director of Marketing
Associates
Mary E Mitsch
Associate Financial Representative
Carol J Welsh
Associate Financial Representative
Caroline Kerr Cloetingh
Client Relations Coordinator