Broker Check

About Our Team

Our Team

Peter  Darsch

Peter (Jake) Darsch, CLTC, RICP®

Financial Services Executive | Special Care Planner | Investment Adviser Representative | Domiciled in RI, CA License #0H37731

(401) 243-8823

(401) 827-2798

Jessica DiNapoli

Jessica DiNapoli

Financial Services Representative | Registered Representative

(401) 243-8880

(401) 691-6969

Zachary  Wojtowicz

Zachary Wojtowicz

Financial Advisor | Financial Services Representative | Investment Advisor Representative

(401) 243-8877

(401) 691-6969

Kayla Lopes

Kayla Lopes

Financial Services Representative | Registered Representative

(401) 243-8818

(401) 691-6969

Team of Resources

Kathleen Cassidy

Kathleen A. Cassidy, JD

Advanced Markets Director

Jeremy  Hus

Jeremy Hus, MSFS, CFP®, CASL®, CLU®, ChFC®

Director of Financial Planning | Financial Services Representative

Matthew Teel

Matthew Teel, CFP®, CLU®

Life Products Director

Jennifer Frisch

Jennifer Frisch

Talent Acquisition Consultant

Joseph Kotula

Joseph Kotula

Managing Director

Niko Vamvakas

Niko Vamvakas

Retirement Products Consultant