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

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