Staff

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Deborah B McNall

Deborah B McNall

Office Coordinator
(617) 531-9629
 
Victoria H Halinski

Victoria H Halinski

New Business Coordinator
(617) 531-9665
 

Shirley Richardson

Policy Service Coordinator
(617) 531-9561
 

Ralph J Rotman, CLU®, ChFC®, AEP®, CAP®

Financial Advisor