Our Management Team
We believe that our business is really all about the quality of personal relationships - with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.
Ronald (Ron) Scott CFP®, AEP®, CFBS, ChFC®, CLU®, MBA, CLTC
Vice President, Strategic Services
Gabriel (Gabi) Mizrahi CFP®, CPA*
Vice President, Wealth Management
Prezadis (Prez) LeGrand
Senior Firm Compliance Consultant
*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
Agency officers are not officers of MassMutual.
CRN202102-244205