Broker Check

Our Team

  • Frank Mantay

    Frank is our lead Financial Professional. He works one-on-one with you to understand your goals and challenges, and to implement the protection and investment strategies developed to address your specific needs.

    Frank can be reached at [email protected]

  • Burt Beal

    Burt is a Prudential Financial Professional whose specialty is translating his clients’ needs, goals and challenges into a financial strategy that helps provide protection and investment strategies tailored to them.

    Burt can be reached at [email protected]

     
  • Aaron Noles

    Aaron is a Prudential Financial Professional. He specializes in helping individuals, couples and families protect themselves for the unexpected and grow their assets for the long term. He works closely with his clients to recommend the appropriate products and services to help them achieve their unique goals.

    Aaron can be reached at [email protected]

  • Pat Wing

    Pat is our Client Service Specialist who reaches out to clients to schedule meetings for them and update their life insurance policies. She coordinates the Administrative activities for our practice, and keeps our files in compliance with applicable rules and regulations.

    Pat Wing can be reached at: [email protected]

  • Francesca Mantay

    Francesca is our Client Service Specialist and Marketing Associate. Her duties include scheduling meetings for clients and updating their life insurance policies. She also coordinates seminars and ensures all marketing and marketing material are in compliance with applicable rules and regulations.

    Francesca can be reached at [email protected]