Our Expert Team
Meet the team that's here to support you every step of the way.
Dave Moses
Insurance Broker
Having over 27 years of financial and customer service experience Dave helps clients prepare for life’s uncertainties by providing guidance in financial planning, Medicare, Life, and Long Term Care insurance, investments, and retirement strategies. He earned his CFP® designation in 2019 and is licensed in multiple states. A Franklin, MA resident, Dave has served on local boards including Franklin Youth Hockey, the Franklin Finance Committee, MA Hockey, and the Norfolk Community Credit Union.
(781) 540-1733
Dave Weich
Insurance Broker
Dave Wiech, MBA
Managing Partner
Strategic planner with a heart for service and education. With over 30 years in financial services, Dave's approach blends institutional knowledge with personalized attention. A father, husband, and longtime community volunteer, he brings both technical skill and deep empathy to every relationship.
(774) 210-0119
David Resnik
Insurance Broker
Jay Bates
Insurance Broker
Jay helps educate Medicare beneficiaries in Massachusetts choose the right plan, avoid costly gaps, and get all the benefits they deserve. He listens to your needs, compares available plans in your area, and stays with you to make sure your coverage still fits year over year.
(774)-813-4899
Jessica Medeiros
Insurance Broker
As a mother of three and a local ceramic artist, Jessica has instilled in her a deep appreciation for individual needs and careful craftsmanship. This translates directly to her work as an insurance broker, where she approaches each client with the same patience and dedication, creating tailored solutions with thoughtful precision.
(401) 389-6009
Jill Volpicelli
Insurance Broker
Jill Volpicelli is an expert in the insurance industry who possesses the licensing and experience needed to offer the best possible service to her clients. Her mission is to build customized insurance policies tailored to each clients specific personal, health and life insurance needs. As your brokers, Jill can advise you on multitude of products and services, including health, life insurance and retirement planning.
(774) 275 9452
John Kelleher
Insurance Broker
With three decades of experience in the business sector, John is a seasoned educator and coach trusted by colleagues and clients. His diverse background in finance, banking, real estate, and his experience as a cancer survivor give him unique insights. Beyond transactions, he advises individuals and families on healthcare and retirement planning with genuine dedication to their well-being.
John lives in Weymouth, MA, volunteers at the Weymouth Food Pantry, Guide Dog Foundation (Vetdogs.org) and serves on the boards of Weymouth 400 and South Shore Real Estate Association.
(617) 224-8179
Paul Mercier
Insurance Broker
Over 30 years experience in the insurance industry, marine corp veteran, helping people from 20-85 navigate & plan for the unexpected, and making sure that you are not overinsured.
(978) 844-1613
Peter O'Neil
Insurance Broker
Being licensed in employee benefits for more than 37 years, Peter also has the depth of experiences his clients require. Peter has lived in Massachusetts all his life and has raised a family of three young men. He also maintains an active role both in his community as well as his church.
(617) 817-7844
Sam Jeffries
Insurance Broker
Servicing these counties: Lee & Collier Counties, FL; Plymouth County, MA; Providence County, RI;
Here is a link from Sam's YouTube page about himself: https://www.youtube.com/watch?v=CHsQ-epwQTE
(508) 735-4668
Tim Francy
Insurance Broker
Tim Francy is a retirement specialist dedicated to guiding seniors through the Medicare process with clarity and care. He works to ensure each client is set up to enjoy a secure and fulfilling next stage of life. A devoted husband, proud father of three, and lifelong softball player, he’s actively involved in his community both on and off the field. Known for his approachable style, he combines professional expertise with a genuine passion for helping others.
(774) 573-9071