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Our Team - Support Staff

Our dedicated support staff members are friendly and highly knowledgeable. They are a pivotal part of our firm, as they deliver service to you, our client.

Janet handles all aspects of Client Relations and New Business.  Her experience in the investment industry gives her the ability to better serve our clients. She maintains daily contact with clients, assisting them with all their needs. Janet can be reached at:


In addition to advising clients on their protection and investment needs, Charlene also oversees client communications, contacts and maintains updated information on clients and their needs. Charlene can be reached at:



Richard is our Agency Investment Director who provides financial advice and services to our clients. Richard has over 20 years of experience in the industry and adds great value to our team by reviewing all of our clients investment accounts. Using Model Investing, Retirement Strategies, Proposals, Reviews Investment Statements, Alligning the largest investment, using the largest investment companies in the world. Richard can be reached at:


STEWART SMALL - Employee Group Benefits

Medical, Dental, Vision. Group Life and Disability. PEOHRAHSA*

We provide you with guidance in implementing cost effective, appropriate solutions for your business, designed to attract and retain your valued employees. Defined contribution models suggested to provide choice for your employees and to control costs for your business.  We keep you up to date with the current trends, requirements and opportunities to best meet the needs of your business.

We enroll, service and educate your employees to get the most from your benefits package.

Contact:  Stewart Small, Group Benefits Specialist

Direct: 516-647-5496   Office: 516-873-4530

*Some products and services are offered through a variety of companies that are not affiliated with MassMutual or MML Investors Services, LLC.