Founder
Greg Federman
Licensed Insurance Professional
Greg leads client education and insurance conversations with a focus on retirement income, protection, long-term-care concerns, and helping families understand the tradeoffs behind each option.
National Producer Number 8081302Co-Founder
Donna Rheault
Director of Client Experience
Donna coordinates a responsive, organized client experience and helps ensure that questions, appointments, and follow-through receive thoughtful attention as she completes her insurance licensing requirements.
Insurance licensing in progress