Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Paul  Buckley Jr.
President and Chief Executive Officer
CA Insurance License #0C35902

Paul  Buckley Sr.
Senior Consultant

Stephen Carew
Vice President - Financial Services Division

Paul  Allen
Vice President and Treasurer

Lisa Buckley Carew
Marketing Director

Melissa Goode
Employee Benefits Coordinator

Susan Gurney
Client Relations Manager

Paul Ippedico
Account Executive

Maria  Marchese-Spiller
Business Manager

Shannon  Roy
Administrative Assistant