Our Team
Philip Michael Santucci - Managing Partner
Dedicated Financial Services Professional with over 15 Years of experience in the insurance industry. Extensive knowledge in life insurance and annuity products makes him the perfect choice for protecting legacies. While not protecting clients he is a loving husband caring father to three children and enjoys unwinding with a round of golf.
When you need you family protected, Tax Free assets created or college tuition banks built look no further. Phil is committed to his clients as he is his own family.
Gerard Koser - MBA & Fiduciary
Gerry is a husband to a wonderful wife and father to two amazing children. He is also the fiduciary for the firm for clients looking at securities related investments. He has over 20 years in the financial services industry. His approach to helping clients grow and preserve their wealth is built on trust and education. Gerry has clients from all walks of life and is happy to work with anyone.
Gerry likes to recharge by enjoying his expertise in the realm of liquid spirits. He also spends time with family and when the weather is right grilling at home is an art form.