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ABOUT
Meet The TeamWe’re passionate about unlocking the tools towards your financial success.
MARC LOWELL, CLU, ChFC
President & CEO | Principal
RICHARD NEWMAN, CPA/PFS, AEP, CAP
Of Counsel | Principal
ALEC LOWELL, CFP®
Director of Retirement Operations
ED MERCER, CFP®
Operations Manager
MARTI LATOUR
Director of Marketing
VALERIE SCHNELL
Director of Insurance Operations
FREDDIE SULTAN
Manager | Client Relations
JASON VAN KATWYK
Manager | Client Relations
MARY RICHMOND
Assistant Operations Manager
JOAN FORERO
Case Manager
SUE DEFARIA
Administrative Assistant | Case Manager
Get In Touch
2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com
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Business Continuity Planning Summary & Disclosure
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