Dan Castricone is the president and agency principal. He has 20 years experience in insurance and risk management consulting. Dan received his undergraduate degree in Economics from the State University of NY at Buffalo and his Juris Doctor degree with honors from Pace University School of Law. Although not currently practicing Law, Dan is admitted to practice in NY and to the Federal Courts.  “Our philosophy is simple, our job is to provide first rate advice and cost effective products in helping our clients manage the risks they face.”



Jennifer Lorusso is a senior sales producer in the agency. She possesses 15 years experience in providing peace of mind to her clients. Jennifer is proficient in matching the protection you need for your Home, Auto or Business with the right product and company. “My job is to help my clients understand the coverage they need, then match the coverage they need with a premium they can afford.”

Heather Bowie is a senior sales producer in the agency. She has 6 years experience in the insurance industry in sales and service. Heather is an expert in business insurance and has access to hundreds of companies in order to find just the right carrier for your unique business needs. “My job is to examine the entire business, then make recommendations tailored to the unique needs of the business and its owner’s.”

Bob Goldberg is the agency financial specialist. Bob has 30+ years of experience in the Life and Financial services industry. Bob works with individuals in order to provide life, disability, and long term care protection that clients may need, along with investments, retirement, 401K rollovers and estate planning. Bob can help our business clients with retirement plans, business continuation/succession planning, key man insurance, buy/sell agreements and employee benefits. “I like to take a holistic approach. I examine my clients situation thoroughly and then provide well thought out, complete solutions to their individual circumstances.”


Joanne Maguire heads our customer service department. With 6 years experience in processing our client’s policy endorsements and claims, Joanne takes great pride in providing error free, pleasant service. “When a client needs a policy change, they need it done right the first time, every time. I get that and my department delivers.”