Staff

Peter Buckley, CLU, ChFC

Peter is one of the founding fathers of The Insurance Center. He and his wife Muriel live in Warwick, Rhode Island and Sarasota, Florida. He is semi-retired and spends his free time fishing, golfing and enjoying his grandchildren.

Dave Stenhouse, CLU, ChFC

Dave is one of the founding fathers of The Insurance Center. He and his wife Phyllis live in Cranston, and enjoy golf, traveling and their grandchildren.

Nancy Lomastro

Professional Resume:
Office Manager: The Insurance Center
Customer Service Representative: 1984 - Present

Interests and Activities:
Horseback Riding, Music, Dancing and Travel

Personal Information:
Nancy grew up in Narragansett and lived in Warwick for the past 18 years

Donna Apicerno- Dalton

Professional Resume:
Insurance Brokers License - RI
Member of NAIW (National Association of Insurance Women)
Co-Chairwoman: Advisory Committee on Women - West Warwick Chapter
The Sawyer School

Interests and Activities:
Member of Kent County YMCA: Aerobics and Kick Boxing

Jean Mortensen

Professional Resume:
Customer Service Representative for The Insurance Center, Inc. 1981 - Present

Interest and Activities:
Golf, Bowling and Travel

Personal Information:
Warwick resident for the past 40 years.

Katy Gomez

Professional Resume:
Customer Service Representative - The Insurance Center, Inc.
Sawyer School: Office Information Systems/Word Processing
Central High School - Providence

Interests and activities:
Music and Dancing

James W. Diamond, CLU, ChF

Contact Information:

Phone: 401-739-5848
Toll-Free:1-800-830-7398
Fax: 401-738-1699
Email: jamesdiamond@sprintmail.com

Licensure:

Insurance and/or securities licensed by the states of Rhode Island, Connecticut, Maine, Massachusetts, New Hampshire, New York, New Jersey, Minnesota, Missouri, California, Florida, Delaware, Illinois, Maryland, Pennsylvania, and Virginia. NASD Registration Series 6,7,24,64 and 65.

Memberships:

Financial Planning Association
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
Estate Planning Council
Planned Giving Council

Education:

BA Michigan State University
MA Michigan State University
Additional Graduate Study, Michigan State University and Brown University
CLU (Chartered Life Underwriter), The American College
ChFC (Chartered Financial Consultant), The American College
Met PACE requirements in continuing professional education set by the American Society of CLU & ChFC for the latest period.

Personal Information:

Born in Oklahoma City, OK where my father was on the faculty of the University of Oklahoma Medical School.

Raised in Milford, Texas - a village on the southern edge of the Dallas metropolitan area.

Received BA & MA degrees at Michigan State University. Undergraduate major was history - especially East Asia with --------------- in economics, theology and philosophy. Graduate work in economics and in European diplomatic hisory.

Employed 1973-74 as Director of Research and Planning RI Dept. of Attorney General responsible for the department's budget and grants. 1975-83 City of Providence, RI Supt of Parks. 1976-83 Worked on the restoration of Roger Williams Park and its zoo with special emphasis on financing. 1984-Present - Private practice in financial advices with today over 500 clients and $45,000,000 under management. Chartered Financial consultant since 1990.