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CWP
  • Home
  • Our Team
    • Partners
    • Leadership Team
    • Service Ambassador
    • Financial Service Reps
    • Financial Advisors
    • Agent Emeritus
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
  • Culture & Events
    • Agency Videos
    • Events
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Chris Vargas
    • Peggy Ehrhart
    • Riechert Financial Group
    • The Legacy Group
    • Sal Dileo
  • Contact Us

Our Leadership Team

Paul Barone

Robert Capra, CFP

Robert Capra, CFP

Managing Director

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Robert Capra, CFP

Robert Capra, CFP

Robert Capra, CFP

Financial Planning Director

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Alyssa Emmanuel

Robert Capra, CFP

Alyssa Emmanuel

Agency Marketing Coordinator

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Eric Flowers

Robert Capra, CFP

Alyssa Emmanuel

Agency Supervisory Advisor

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KATHY E. MATHESON, CLU, CHFC, CEBS

KATHY E. MATHESON, CLU, CHFC, CEBS

KATHY E. MATHESON, CLU, CHFC, CEBS

Chief Operations Officer


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Maggie McDougall

KATHY E. MATHESON, CLU, CHFC, CEBS

KATHY E. MATHESON, CLU, CHFC, CEBS

Operations Manager


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Mark C. Raffa

KATHY E. MATHESON, CLU, CHFC, CEBS

JOHN RAFFAELE, CLTC

Sales Manager/Financial Advisor


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JOHN RAFFAELE, CLTC

KATHY E. MATHESON, CLU, CHFC, CEBS

JOHN RAFFAELE, CLTC

Managing Director


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Evan Rogdakis, J.D

Evan Rogdakis, J.D

Evan Rogdakis, J.D

Director of Financial Planning

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Andrew Sanborn

Evan Rogdakis, J.D

Evan Rogdakis, J.D

Agency Supervisory Officer

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Jared Stone

Evan Rogdakis, J.D

Jared Stone

Head of Talent

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Meet more of our Team?

PartnersService AmbassadorFinancial Service RepresentativesFinancial AdvisorsAgent Emeritus

Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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