Executive Team
Roger Dominey, CLU, ChFC, CFP
Executive Vice President North Region
Jason E. Heller, Ph.D., CFP, CIMA, MSFS, RICP, ChFC, CLU, CAP, CMFC, AAMS, CRPC, CFS, FSCP, AWMA, CRPS, BCAA, AEP, CFBS, CDFA, RMA, CIS, CAS, CES, AIF, BFA, APMA, CFEd
Senior Executive Vice President - Head of Planning Solutions Group
Rachel Zamora
Executive Assistant to Harris S. Fishman, Chairman