Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming insurance professionals are deeply personal. We repeatedly saw friends and family struggling to find the coverage they needed. We are confident that with our understanding of the insurance space, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating people in an easy-to-understand manner, so they can easily grasp group insurance concepts. Above all else, we feel a commitment to our community. 

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method of helping clients with a wide variety of needs, as they navigate the complex world of group insurance. We invite you to discover and experience the benefits of a diverse team with differing educational interests, experiences, and strategies.

One-size-fits-all just doesn't apply to group insurance, which is why every client gets our undivided attention. We take a proactive approach when helping you develop a strategy to address all of your insurance needs. We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.


Joffrey Smith, MBA, CFP®, CLU®, ChFC®

Founder & Chief Executive Officer

508-308-1160

joff@concordiaexchange.com

Joffrey is the Founder & Chief Executive Officer for Concordia Exchange. He has worked in the financial services industry since 2002 with a focus on investments, retirement planning, insurance planning, and employee benefits.

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Johnny Sullivan III, MBA

Co-Founder & Chief Technology Officer

859-992-1175

johnny@concordiaexchange.com

Johnny is the Chief Technology Officer for Concordia Exchange.  He has been in professional software development for 15 years, with experiences in Fortune 500, startup, and midsize companies. He has had a successful career building...

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Steve Casey, MBA

Co-Founder & Chief Growth Officer

781-413-6204

steve@concordiaexchange.com

Steve Casey is the Chief Growth Officer for Concordia Exchange. Steve holds a Bachelor’s degree in marketing and leadership management from Boston College and earned an MBA from Cornell University. He specializes in...

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Silvia Cerqueira

Chief Product & Data Officer

silvia@concordiaexchange.com

Silvia Cerqueira is the Chief Product & Data Officer for Concordia Exchange.  Silvia earned her Bachelor of Science degree in Management Science with a minor in Biology from Massachusetts Institute of Technology (MIT).  She has...

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Advisory Board

James Roosevelt, Jr.

James Roosevelt, Jr.

Former CEO, Tufts Health Plan & Counsel, Verrill

Jennifer Borislow

Jennifer Borislow, CLU

Founding Principal & CEO, Borislow Insurance

Elspeth Murray

Dr. Elspeth Murray

Associate Dean, MBA & Masters Programs Smith School of Business, Queen's University

Richard Domaleski

Richard Domaleski

Former Founder & CEO, World Energy Solutions

Bharathi Balasubramanyam

Bharathi Balasubramanyam

VP Software Engineering, Fidelity

Gregory Ray

Dr. Gregory Ray

Entrepreneur in Residence & Faculty, Cornell University

 Louis  Gialloreto

Louis Gialloreto

Professor of Marketing, Cornell, McGill, and Queen's University

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