David Proctor founded the company in 1986 and serves as its
President. With almost 50 years of experience in the insurance business,
he is a Chartered Life Underwriter and Chartered Financial Consultant.
A graduate of The Wharton School of the University of Pennsylvania,
where he earned a BS degree in economics, he also holds an MBA
degree in insurance from Boston University.
Rosalyn Seale, Executive Consultant, joined the firm when
it was founded in 1986. She holds a Certificate in Life Insurance
Planning from the American College of Chartered Life Underwriters
and Chartered Financial Consultants and is a Registered Health
Underwriter. Her responsibilities include client service and
new account sales.
Brian Donovan, Senior Vice President, joined Proctor in 1998.
Brian is responsible
for client service and new business development.
|Andrew J. Mann
Consultant for accounting services. He received a Certficate in Accounting from Bentley College, Waltham, MA.
team is backed up by a staff of competent professionals.