Our Qualifications

Marc M. Baranson, CFP®, CEBS, CLU®, CASL^tm

Financial Representative

President, Benefit Concepts

• 37 Years of Experience
• CFP® - CERTIFIED FINANCIAL PLANNER^TM designation
• CEBS - Certified Employee Benefit Specialist designation 
• CLU® - Chartered Life Underwriter designation
• CASL^tm - Chartered Advisor of Senior Living designation
• Life Time Member of Million Dollar Round Table  (28 Years)
• New England Financial Vanguard Member

Nathan A. Way, CLTC

Financial Representative

Vice President, Benefit Concepts

• 7 years of Experience
• CLTC - Certified in Long Term Care designation
• Financial Planner, New England Securities
• 3 Time Qualifying Member of The Million Dollar Round Table
• 5 Time New England Financial Leaders Qualifier

Marc A. Wegrzynowski

Financial Representative

Associate, Benefit Concepts

• 7 Years of Experience
• New England Financial Leaders Qualifier 

Danielle Robertson, CLTC

Financial Representative

Associate, Benefit Concepts

• 4 Years of Experience
• CLTC - Certified in Long Term Care designation
• Bachelors Degree in Finance from University of Buffalo

Angela Szramkowski

Financial Representative

Office Manager, Benefit Concepts

• 3 years of Experience
• Bachelors degree in Finance from Canisus College
• Masters in Financial Services from the American College