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    • Home
    • Our Team
      • Chief Executive Officer
      • Leadership Team
      • Service Ambassador
      • Brokerage Directors
      • Financial Advisors
      • Financial Service Reps
      • Agent Emeritus
      • Advisor Teams
    • Services
      • Education Planning
      • Estate Planning
      • Business Solutions
      • Special Needs Planning
      • Retirement Planning
    • Careers
      • Career Opportunities
      • Onboarding for New Hires
    • CWP Photos
    • CWP Cares
    • Contact Us
    • Licensing
    • In The News
    • Staff Access
      • CWP Store
      • Calendar
    • Advisor Teams
CWP

Signed in as:

filler@godaddy.com

  • Home
  • Our Team
    • Chief Executive Officer
    • Leadership Team
    • Service Ambassador
    • Brokerage Directors
    • Financial Advisors
    • Financial Service Reps
    • Agent Emeritus
    • Advisor Teams
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
    • Career Opportunities
    • Onboarding for New Hires
  • CWP Photos
  • CWP Cares
  • Contact Us
  • Licensing
  • In The News
  • Staff Access
    • CWP Store
    • Calendar
  • Advisor Teams

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Our Service Ambassadors

Jill Beebee Barclay

Jill Beebee Barclay

Jill Beebee Barclay

 Client Experience Administrator 


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Lana Brown

Jill Beebee Barclay

Jill Beebee Barclay

Administrative Assistant to Compliance

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Charlene Callahan

Jill Beebee Barclay

Charlene Callahan

 Client Experience Administrator 


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Olivia DelVecchio

Jill Beebee Barclay

Charlene Callahan

New Business Coordinator


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Carol Langhorne

Guillermo Oropez

Carol Langhorne

New Business Coordinator

Joseph Moore

Guillermo Oropez

Carol Langhorne

Financial Planning Administrative Assistant

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Jennifer Morgan

Guillermo Oropez

Guillermo Oropez

New Business Coordinator


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Guillermo Oropez

Guillermo Oropez

Guillermo Oropez

Agency Technology Specialist


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Joanne O'Rourke

Joanne O'Rourke

Joanne O'Rourke

Financial Planning Support Specialist 

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Elenora Valente

Joanne O'Rourke

Joanne O'Rourke

Brokerage Assistant

Tori Williams

Joanne O'Rourke

Elizabeth Zink

 Executive Assistant

Events Operations Coordinator 

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Elizabeth Zink

Joanne O'Rourke

Elizabeth Zink

Agency Marketing Coordinator


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Meet more of our team?

CEO/General AgentLeadership TeamService AmbassadorBrokerage DirectorsFinancial AdvisorsFinancial Service Representatives

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, Springfield, MA 01111-0001) 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. CRN202511-3216482 

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