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Adele Zilber, CFP®, CLU®, ChFC®, serves as Managing Director. She is a seasoned insurance planning strategist who started in the financial services industry in 1998. She specializes in helping individuals, families, and entrepreneurs find innovative ways to achieve their retirement, risk management, and legacy planning goals. Adele resides in Baltimore, enjoying concerts, theater, golf, and most importantly, creating memories with family and friends.

Meet the Team

Dominic Coconcelli
Dominic Coconcelli, CFP®

Business Development Associate
P: 610.945.1231


Nick Mauro
Nick Mauro

Sales Support Associate
P: 602.732.3508


Jose Orta
Jose Orta

Relationship Case Manager
P: 763.516.1193


Michelle Konsky
Michelle Konsky

VP, Risk Selection & Advocacy
P: 732.718.8495


Contact me to learn how my team can help with your planning needs.

P: 443.571.0580  |  E: