513 Centennial Boulevard
Voorhees, NJ 08043
Phone Number
(856) 874-1250
800 Number
(800) 732-8062
Principals
Ron Sussman
Ron Sussman, Chief Executive Officer
Ron Sussman, Chief Executive Officer, is the founder of CPI Companies. Ron began his career in life brokerage in 1980 and is a nationally recognized expert in risk management analysis, product design and development, and life insurance planning strategies.
Working closely with clients and their advisors, Ron engineers tailor made strategies designed to facilitate the purchase of significant amounts of life insurance while mitigating tax exposure and risk. His clients include some of the country’s most affluent families and businesses. Ron advises family offices and ultra-high-net-worth individuals on the benefits of Private Placement Variable Life insurance products and asset protection trusts, both domestically and offshore.
Ron is responsible for the creation of the SEIP proprietary reward and retention program, a cutting edge executive benefit plan for top level management at Fortune 500 companies.
Ron is the author of the Large Case Design Memorandum, a widely read newsletter among successful financial service professionals and advisors. Ron has appeared on CNNfn as an expert on the topic of Life Settlements, was featured in an article in the Philadelphia Business Journal entitled ‘CPI Manages the Big Picture’ and has appeared on Business Week’s Weekend Journal discussing the benefits of Health Savings Accounts.
Ron is licensed for insurance in over 25 states and holds the series 24, 7, and 66 securities licenses.
Securities offered through CPI Capital, member FINRA / SIPC
Tricia Pilone
Tricia Pilone
President – Insurance Services
Patricia “Tricia” Pilone, is one of the three founding partners of CPI Companies. Tricia is the President of Insurance Services and Partner In Charge of the life brokerage division.
Tricia’s financial services career began in the early 1980s where she worked as an administrator for a life insurance brokerage company. There, Tricia gained a comprehensive understanding of the details of life insurance underwriting, licensing, service and product design. Tricia then moved on to a sales position with Prudential Life followed by two years with Blue Cross/Blue Shield of New Jersey, as a corporate sales representative. The combination of experiences resulted in Tricia’s comprehensive and unparalleled knowledge of the insurance industry.
Ron Sussman founded CPI Companies in January of 1991 (known then as Comprehensive Insurance Programs, Inc.). Tricia joined his team to develop the newly formed life brokerage company. She quickly and efficiently designed the marketing and underwriting systems that made CPI a success in life brokerage and shortly thereafter became a partner in the firm.
Tricia’s attention to detail and creativity contribute to every aspect of CPI’s unique approach to the planning and execution of custom tailored ideas for brokers and clients worldwide. Tricia is responsible for the unconventional but diligent and professional approach that defines CPI Companies’ culture.
Tricia possesses a truly exceptional understanding of medical underwriting, sales, marketing, and operations. The tenacity of her approach enhances every project and is a driving force behind the success of the companies.
During the last 20 years Tricia’s consistent contributions have led to the success of CPI Companies “Life Brokerage” division, as well as the development and continued growth of the broker dealer, CPI Capital, the advisory firm, CPI Advisors, and the corporate retention and personal asset protection company, CPI International Advisors, LLC.
Tricia holds licenses in Life, Health, Property, Casualty, and the securities Series 6 and 66.
Securities offered through CPI Capital, member FINRA / SIPC
Gary DeVicci
Gary DeVicci, MSFS, CFP
President – Advisory Services
Successful business owners and professionals have relied on Gary’s expertise for their financial, estate and business planning for three decades. Gary has earned a Master’s of Science degree in Financial Services from the American College and holds designations as a Certified Financial Planner, Chartered Financial Consultant and Accredited Estate Planner.
Gary has authored numerous articles, taught classes in investing, financial planning and conducted continuing education courses for financial planners, attorneys and accountants. He has been a requested speaker for the CPA Society, HLB International Accounting Group, various legal forums, the Association for advanced Life Underwriting and Society of Financial Service Professionals.
Gary heads CPI’s planning team, which is responsible for the design and implementation of investment strategies, business and estate plans for CPI’s high net worth clients. In addition, he provides planning advice and works jointly with CPI’s affiliated financial service producers nationwide.
Gary is a past President of the Society of Financial Professionals, The American Heart Association and The Brady Kohn Foundation. He is also a member of the Estate Planning Council of Southern NJ and the Financial Planning Association.
Gary holds multiple securities licenses (Series 1,7,63,65,24,27) including those for Investment Advisory Services, as a Registered Securities Principal and Financial Operations Principal.
Securities offered through CPI Capital, member FINRA / SIPC