Who We Are
CWP People
Who We Are
CWP is a client-centric organization rooted in personal integrity. The measure of our success is the success we help our clients to achieve.
CWP team members firmly believe that our obligation to clients does not end when we design a plan; rather, it just begins. The relationships we build reflect an unwavering commitment to act vigilantly to help protect each client’s financial interests.
Building and nurturing such relationships can be pivotal because every individual, family and business experiences events that alter financial circumstances.
CWP is here before, during and after those events to provide insight, guidance and solutions individually tailored to each occasion and to each client.
If you are looking for a quick, off-the-shelf answer, we aren’t the firm for you. If you want to achieve a holistic financial plan that integrates your unique financial considerations for accounting, legal and standard of living issues, then let’s sit down together.
We’d like to get to know you.
Nina Achenbaum
Executive Assistant to General Agents
Nick Caporaso
Registered Representative
Robert Capra, CFP
Financial Planning Director
Michael Cody
Managing Director
Eric Flowers
Agency Supervisory Officer
Kathy E. Matheson
Cheif Operating Officer
Jennifer Morgan
Agency Marketing Coordinator
Kristen Paradeses
Agency Recruiter
Mark C. Raffa, LUTCF
Sales Manager/Financial Advisor
Evan Rogdakis J.D.
Director of Financial Planning
Andrew Sanborn
Agency Supervisory Officer
Lana Brown
Administrative Assistant to Compliance
Charlene Callahan
Office Facilitator
Joanne Impoco
New Business Coordinator
Carol Langhorne
New Business Coordinator
Karen Mueller
Agency Operations Assistant
Susan Raffa
Office Facilitator
Dawn Smith
New Business Coordinator
Elenora Valente
Brokerage Assistant
Brandon Wanner
Agency Technology Specialist
Santo M Azzolino, CLU
Financial Advisor
Randy Altavilla
CLU®, ChFC®, MSM, MSFS, AEP, RICP®
Mark Badami
Financial Advisor CFP®, CLTC
Kenneth Baron, CFA, CFP®, RICP®
Financial Advisor
Wallace Boorum, LUTFC
Financial Advisor
Ellen Bugansky
Financial Advisor
Richard W. Catucci
Financial Advisor
Robert Chartuk
Financial Advisor
Charles Ciravolo
Financial Advisor
Antonio Cunha
Financial Advisor
James E. Delahanty
Financial Advisor
Julie A. Deliso-Pollicino
CFP®
John R. Desio
Financial Advisor
Salvatore DiLeo
Financial Advisor
Michael Eisner
Managing Director
Christopher R. Fiorello
FSCP, CLTC, LUTCF
Antonios Franks
CFS® RICP®
Robert Freilicher
Financial Advisor
Jeffrey Friedland
Financial Advisor
Sigrid Goltz
Financial Advisor
Tomislav "Tom" Govorcin
Financial Advisor
Marc Hiatrides CLU, RHU
Financial Advisor
Carl Kravitz
Financial Advisor
Charles McCann
Financial Advisor
Tim Mirocco
Financial Advisor
Edgar Montenegro, MBA, CFBS
Wealth Management Adviser
James Murphy
Financial Advisor
Ryan P. McColgan
Financial Professional
Craig Paloscio
Financial Advisor
Shane Parouse, ChFC
Financial Advisor
Robin Proper Braver
Financial Advisor
Jeffrey R. Silverman, JD* CFP®
Financial Advisor
Kai Stanton
LUTCF, CLTC, FSCP
Robert Sturges
LUTCF CLTC
Liam Teller
Relationship Manager
Salvatore Tringali
Financial Advisor
Jeffrey T. Velastegui
Financial Advisor
Mitchell Weisbrot
Financial Advisor
John M. Yerkes
CFP®, CASL®, ChFC®, RICP®
Natalia M. Zimnoch
Financial Advisor
Rory Zipper
Financial Advisor
Fred Benckwit
Relationship Manager
Jeff Berlent
Relationship Manager
Allison Casey
Relationship Manager
Pierre G Casseus
Relationship Manager
Andrew Chase
Relationship Manager
Brian J. Flores
Relationship Manager
Stephen E. Funk, Jr.
Relationship Manager
Brandon K. Mahlstadt
Financial Professional
Thomas Kolakowski
Financial Services Representative
Marco V. Landeta Jr.
Relationship Manager
Chad Lewis
Financial Professional
Robert J. Mittel
Relationship Manager
William G. Murphy
Relationship Manager
Carlos Pagan
Relationship Manager
Joseph P. Ragozzino
Relationship Manager
Gavin D. Reese
Relationship Manager
Craig Renard
Relationship Manager
Fred Santangelo
Relationship Manager
Steven Suris
Financial Professional
Matthew Wilkow
Financial Professional