PlanWell Wealth & Risk Management

24 Century Hill Drive
Suite 100
Latham, NY 12110

Our Support Resources

E. Matthew Gilliam

Managing Partner

Deborah Rojas - Operations Manager

Deborah Rojas

Director of Operations

 

Michael Lisuzzo

Agency Supervisory Officer

Jennifer O'Reilly

Recruiting Coordinator

 

Ryan Lambert

 

Mark Wells

Life Insurance Specialist

 

 

Contact Information:

PlanWell Wealth & Risk Management

24 Century Hill Drive Suite 100
Latham, NY 12110

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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