About Us

You’re passionate about your success and so are we. Our client-focused, full-service approach means our experienced retirement and employee benefit experts will help you every step of the way.

Meet our team

FINRA's BrokerCheck

Jordan André

Jordan André

Investment Research Analyst

Retirement Services | Rensselaer, NY

Christina Bauer-Dobias

Christina Bauer-Dobias

Manager, Client Relationship Management

Retirement Services | Melville, NY

Tami Bloom

Tami Bloom

Executive Administrative Assistant

Retirement Services | Rensselaer, NY

Vincent Bocchinfuso

Vincent Bocchinfuso

Consulting Executive

Retirement Services | Rensselaer, NY

Rebecca Breeden

Rebecca Breeden

Administrative Assistant

Employee Benefit Services | Rensselaer, NY

Daniel Brindisi

Daniel Brindisi

Retirement Educator

Retirement Services | Rensselaer, NY

Noah Buck

Noah Buck

Vice President, Client Relationship Management

Retirement Services | Rensselaer, NY

Kathleen Coonan

Kathleen Coonan

Manager, Client Relationship Management

Retirement Services | Rensselaer, NY

Tony DeCicco

Tony DeCicco

Senior Account Manager

Employee Benefit Services | Rensselaer, NY

William H. Desormeau

William H. Desormeau

Vice President, Retirement and Investment Services

Retirement Services | Rensselaer, NY

Connor Fitzgerald

Connor Fitzgerald

Associate Sales Executive

Employee Benefit Services | Rensselaer, NY

Chip Gamello

Chip Gamello

Retirement Educator

Retirement Services | Rensselaer, NY

Andrew Goo

Andrew Goo

Business Development Executive

Retirement Services | Rensselaer, NY

Kentrel Herbert

Kentrel Herbert

Retirement Educator

Retirement Services | Melville, NY

James J. Kelley

James J. Kelley

President

Rensselaer, NY

James J. LaBarge

James J. LaBarge

Retirement Educator

Retirement Services | Rensselaer, NY

Renee Lobello

Renee Lobello

Retirement Educator

Retirement Services | Rensselaer, NY

Peter Margiotta

Peter Margiotta

Vice President, Business Development

Retirement Services | Melville, NY

Ryan McWalter

Ryan McWalter

Investment Research Analyst

Retirement Services | Rensselaer, NY

Laura Moore

Laura Moore

Account Manager

Employee Benefit Services | Rensselaer, NY

Wes Price

Wes Price

Senior Sales Executive

Employee Benefit Services | Rensselaer, NY

John Rosenfeld

John Rosenfeld

Retirement Educator

Retirement Services | Melville, NY

Avon Scherff

Avon Scherff

Director

Employee Benefit Services | Rensselaer, NY