Meet the Swan Team

Brokerage Director

Michael Fliegelman

ChFC, CLU, CAP, AEP, CLTC, RFC

Director of Client Relations

Deborah Marcovecchio

Contracting, Support & Marketing Director

Donna Portnoy

Case Manager

Stacey Morton

Chief Morale Officer

Obi

PRESIDENT & CEO

Anthony J. Mento CFP®

Anthony founded Life Brokerage and leads with a straight forward ideology; provide

MANAGING PARTNER

Adam DeMarco

Adam oversees the case design and marketing efforts at Life Brokerage. He

BROKERAGE DIRECTOR

Alan Buzbee

In this ever increasingly competitive landscape, Alan understands that service is what

DIRECTOR OF NEW BUSINESS

Melissa Bauknight

Melissa has over 10 years of wide-ranging industry experience including case management,

LICENSING COORDINATOR

Alaina Carollo

Alaina joined the LIFE Brokerage team in 2023 and has stepped into

ACCOUNTING AND COMMISSIONS

Brian Gazzara

Brian has a bachelor’s degree in accounting and a master’s in financial

DIRECTOR OF UNDERWRITING

Christopher Lyons

Chris’ breadth of experience in the life brokerage industry, allows him to

POLICY SERVICE SPECIALIST

Kathy Esposito

Kathy is a tremendous policy service associate with more than twenty years

Contact

631-262-9254
michael@swanwealth.com
Swan Life Brokerage
6800 Jericho Turnpike
202 West Syosset,
NY 11791

Securities offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC;
26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080
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