Our Team
Barry Levine, CLU, ChFC, LUTCF, MBA – Principal
Professional Designations
The American College, Bryn Mawr, PA
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Life Underwriter Training Council Fellow (LUTCF)
Securities Offerings
Registered Representative and Investment Advisor Representative with LPL Financial
Series, 6, 63, 7 held with LPL Financial
Academic Degrees
Masters in Business Administration, (MBA)
Miami University, Oxford, OH
Bachelor of Science, Business Administration (BS)
Bryant University, Smithfield, RI
Josephine (Josie) Medina – Office & Operations Manager/Client Relations
- 22 years helping clients with their operational needs
- Direct liaison between clients and LPL Financial
- Client/data management
Josie has held a key role in our success. She is your main contact for client service needs.
We’re looking forward to using our experience to help you pursue your financial goals.