Who We Are

Group photo


We’re members of a family business and we devote ourselves to long-term business relationships driven by trust and partnership. You can turn to our team of professionals for all the pivotal decisions you’ll need to make. Our staff of professional associates includes enrolled actuaries and corporate benefit specialists, plus a knowledgeable support group.

Salvatore Gaglio

Founder & Chairman
Emeritus
CLU ®, CFP ®

Matthew Gaglio

Registered representative, President, CEP ®

Johanna Gaglio-Bogen

Registered Representative,
Vice President,
Director of Operations

Standing (L-R)

Janice Luckasavage

Administration

Elissa Winter

Pension Administration

Joseph M. Gaglio

Registered Representative

Marc A. Mirabella

Registered Representative

Charles Gonzalez

Registered Representative,
Vice President,
Bilingual Specialist

Martino Cecere

Administration/Broker

Catherine Edwards

Manager of Client Services