Our Executive Team

Rich Lamore

Rich Lamore

Senior Partner & Investment Executive

888-237-3127

800-901-7181

Rebecca Lamore

Rebecca Lamore

VP of Platinum Services - *Insurance Licensed Professional

860-229-8409

800-901-7181

Rob McDonald

Rob McDonald

Regional Managing Partner & Investment Executive

850-532-9581

Jon Couper

Jon Couper

Regional Managing Partner & Investment Executive

413-770-0638

800-901-7181

Mario Cichosz

Mario Cichosz

*Regional Managing Partner

860-706-9256

800-901-7181

Alan Miner

Alan Miner

*Director of IT - Project Management

860-656-5014

800-901-7181

Merlin (Magic) Conrad

Merlin (Magic) Conrad

*Operations - Insurance Licensed Professional

727-644-7950

800-901-7181

David  Lamore

David Lamore

*Development/Product Design

860-680-8632

800-901-7181

Virtual Family Office

Virtual Family Office

Our process is a proactive, holistic approach to planning utilizing our Virtual Family Office Team.

Our Complete Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

See our complete team