About Our Team
Our Team
Peter (Jake) Darsch, CLTC, RICP®
Financial Services Executive | Special Care Planner | Investment Adviser Representative | Domiciled in RI, CA License #0H37731
(401) 691-6969
Team of Resources
Kathleen A. Cassidy, JD
Advanced Markets Director
Natalie DeMeis, LUTCF, CLTC
Benefits Director
John Foreman, MBA, CIMA®
Investment Director
Jeremy Hus, MSFS, CFP®, CASL®, CLU®, ChFC®
Director of Financial Planning | Financial Services Representative
Matthew Teel, CFP®, CLU®
Life Products Director
Joseph Kotula
Managing Director
Niko Vamvakas
Retirement Products Consultant