About Us

Jordan Andre is an investment research analyst with a primary focus on performance monitoring, manager selection and research of investment assets for retirement plans. Jordan’s previous experience in the investment industry includes Goldman Sach’s Ayco personal financial management division, providing holistic financial planning for the employee populations of corporate clients, and most recently in Bank of America’s private banking division. In this role, Jordan managed the administration of trusts and retirement accounts for high-net and ultra-high-net-worth clients.

Jordan received an undergraduate degree from Hartwick College with a dual major in rconomics and business administration and an MBA with a concentration in finance from SUNY Oswego. Jordan also holds the Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards, Inc.

Tina’s responsibilities include client management, maintaining vendor relationships, plan analysis, coordinating ongoing participant education and assisting with plan changes. She has more than 12 years of experience in the financial industry focusing on retirement plan services.

Before joining HBS, Tina was an account manager at a retirement plan consulting firm in New York City, where she worked with a consultant team to provide fiduciary support and due diligence services to their clients.

Tina holds Life, Health and Variable Annuities licenses in New York state as well as with FINRA Series 7 and 66 licenses. Tina earned a bachelor’s degree in marketing from the University of New Mexico.

Tami provides administrative support services to the HBS team. Before joining HBS, she worked in business development and project management at GE Global Research. She has vast experience pursuing the development of technology in the areas of healthcare, aviation and energy.

Tami has served in leadership and volunteer capacities through the GE Global Research Whitney Club and is an officer on the board of directors of the Helderberg Lake Community Association.

Vincent helps plan sponsors maintain plan qualification, adhere to fiduciary requirements, navigate complex nondiscrimination testing issues, enhance plan design and resolve IRS and DOL issues. He serves as the lead consultant on complex projects such as plan and operational reviews.

Vincent has more than 25 years of experience in the retirement plan industry, previously working as a compliance officer for third-party administrator and ERISA law firms. He has also worked in the non-profit sector, serving as the subject matter expert and chief technical compliance resource for the National Rural Electric Cooperative’s multiple-employer pension and defined contribution plans.

In addition, Vincent is registered to practice before the IRS as an Enrolled Retirement Plan Agent.

Rebecca brings more than 15 years of professional administrative experience to HBS, supporting the overall administrative, sales and marketing efforts of the team. Having held positions in California and abroad, her positive, collaborative style is an asset to HBS. Rebecca is committed to improving efficiencies, workflow and systems to ensure better outcomes for the team and our clients.

Dan delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 10 years of experience in the retirement industry.

Before joining HBS, Dan held positions with a retirement record keeper and an advisory firm. Dan is a FINRA Registered Representative, holding his Series 6 and 63 licenses and maintaining his New York State Life, Accident and Health License.

Noah is responsible for the servicing and consulting of our retirement plan clients. Having worked in the retirement industry since 2002, his background in defined benefit and defined contribution services helps clients meet their objectives.

Before joining HBS, Noah was a principal in Milliman’s employee benefits practice. He is FINRA Series 6, 26, 63 and 65 licensed. He earned a BS in management science and information systems from Penn State University and an MBA from SUNY Albany.

Kathleen’s responsibilities include client relationship management, maintaining vendor relationships, plan analysis, coordinating ongoing participant education and assisting with plan changes. She has over a decade of experience in the financial industry focusing on retirement plan services.

Before joining HBS in 2007, Kathleen worked in sales, marketing and customer service. She holds her Life, Health and Variable Annuities Licenses in New York state as well as her FINRA Series 6 and 63 licenses. Her Professional Plan Consultant designation demonstrates a commitment to education and service excellence in the qualified plan market, providing the education, knowledge and tools to assist plan sponsors in every aspect of plan management.

Kathleen graduated from Bucknell University with a Bachelor of Arts in economics.

Tony joined HBS in 2014 and has over 25 years of experience in the employee benefits industry. Previously, he worked for a large health insurance carrier for twelve years before transitioning to the broker side of the business. His experience includes benefit plan design, premium funding arrangements, claims analysis, consulting and administration of FSA and HRA plans. Tony is committed to bringing value to his clients through HBS products and services and outstanding customer service.

Bill leads HBS’ investment advisory practice and has more than 18 years of experience providing investment and financial advisory services. Before joining HBS, he held financial advisor and retirement planning consultant positions at UBS PaineWebber and was vice president of sales and marketing and retirement plan administrator at Desormeau Vending Corporation.

Bill has his New York state insurance license and holds FINRA Series 7, 63 and 65 licenses. He was awarded the 2006 Financial Frontiers Award by The Journal of Financial Planning and JANUSINTECH, as co-author of “Optimal Rebalancing Frequency for Bond-Stock Portfolios.”isVideoFile(path)

Bill is a director of the Center for Institutional Investment Management at the State University of New York at Albany. He received his undergraduate degree from Syracuse University and his MBA from the State University of New York at Albany and is a member of the Beta Gamma Sigma National Honor Society for Business.

Connor’s focus at HBS is on new business development. He is committed to providing quality products and services to employers and their employees. Connor earned his bachelor’s degree in marketing from Siena College, which serves him well in today’s rapidly changing business environment. He is an active member of the United States Army Reserve.

Chip delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 16 years of experience in the financial services industry. Before joining HBS, he worked for a national insurance company helping employers provide supplemental insurance benefits to their employees. Chip holds Life, Accident and Health Licenses in New York state as well as his FINRA Series 6 and 63 licenses.

Andrew’s primary focus is new business development and marketing. He has more than 10 years of experience in the retirement industry, previously working for Transamerica Retirement Solutions in education services and as a financial representative for Nationwide Retirement Solutions.

He is a Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor, and he holds FINRA series 6, 63 and 65 licenses and a New York State Life and Health license. Andrew is a graduate of Syracuse University, where he dual majored in mathematics and economics.

Kentrel delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 10 years of experience in the financial services industry. Before joining HBS, Kentrel worked with a Long Island-based financial firm providing local clients with financial and insurance planning services.

Kentrel holds his Life, Health and Variable Annuities Licenses in New York state as well as his FINRA Series 6 and 63 licenses.

In his role as senior executive for HBS operations, Jim sets firm policy and has responsibility for operations, customer service and personnel. He has more than 25 years of experience in the institutional retirement market. Prior to joining HBS, he served as vice president, institutional relations for The Hartford.

Jim has spent much of his career working with healthcare and other not-for-profit organizations. He holds his New York state Life, Accident and Health and Variable Annuities license, FINRA Series 6, 63 and 26 licenses and is a graduate of Gettysburg College.

Jim delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 30 years of experience in the financial services industry. Before joining HBS, Jim was a director of a group insurance agency. He holds Life, Accident, Health and Variable Annuities Licenses in New York state as well as his FINRA Series 6, 63 and 7 licenses.

Renee delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. She has more than eight years of experience in the retirement industry. Prior to joining HBS she managed a retail company.

Renee holds her Life, Health and Variable Annuities Licenses in New York state as well as her FINRA Series 6 and 63 licenses.

Peter is responsible for client servicing, retirement plan consulting and new business development. He has more than 30 years of experience in the retirement industry, specializing in healthcare and not-for-profit organizations. Prior to joining HBS, he held various sales, marketing and consulting positions in the retirement industry.

Peter maintains FINRA Series 6, 26, 63 and 65 licenses and is a graduate of Iona College.

Ryan’s focus is on investment research, performance monitoring and presentations to our retirement plan clients. In his more than 10 years of experience in the financial services industry, he has worked in a variety of product specialist and research roles covering traditional and alternative investments. Most recently he worked in Wells Fargo’s alternative investment group covering the hedge fund platform available to the bank’s high net-worth clients.

Ryan holds his FINRA Series 7 license in New York and 66 license in New Jersey. He is a graduate of Hobart College.

Laura has more than 13 years of experience in the employee benefits industry, previously working in the downstate market. She is well-versed in traditional group products and specialty market offerings and has extensive knowledge of statutory disability, paid family leave benefits, alternate funding programs, stop-loss insurance, TPA services and the overall administration of employee benefit plans. Laura’s diverse background and commitment to exceptional service makes her a great resource and advocate for clients.

Wes has worked in the insurance business for over 20 years providing products and services to clients at both the individual and group level. Responsible for new business development, Wes’ consultative approach brings success to clients and HBS. He strives to understand his client’s benefit and financial objectives while improving the organization’s overall business performance. Wes’ clients appreciate his ability to think outside the box.

John delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. Most of John’s more than 20-year career in the retirement industry has been dedicated to delivering retirement plan participant education services. Through direct interaction, John has earned his clients' trust and respect by sharing his perspectives and unbiased assistance.

John is a FINRA Registered Representative, holding his Series 6 and Series 63 licenses. He also maintains his Life, Accident and Health Insurance license. John is a graduate of Iona College.

Avon is a mission-oriented executive with a history of accomplishments in the for-profit and not-for-profit arenas. A longtime business leader and visionary, Avon’s experience and enthusiasm for building successful teams helps her deliver the highest level of service and resources to HBS clients and key stakeholders. She has served on numerous boards in leadership and volunteer capacities, including Women’s President Organization, local chambers of commerce, Double H Ranch and Shelters of Saratoga.