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

Sean Bayne

Sean Bayne

Director

Retirement Services | Rensselaer, NY

Vincent Bocchinfuso

Vincent Bocchinfuso

Consulting Executive

Retirement Services | Rensselaer, NY

Rebecca Breeden

Rebecca Breeden

Executive Assistant

Employee Benefit Services | Rensselaer, NY

Daniel Brindisi

Daniel Brindisi

Retirement Educator

Retirement Services | Rensselaer, NY

Noah Buck

Noah Buck

Interim President

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

Moniquka Diaz

Moniquka Diaz

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

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

Senior Director of Investment Services

Retirement Services | Rensselaer, NY

Laura Moore

Laura Moore

Account Manager

Employee Benefit Services | Rensselaer, NY

John Rosenfeld

John Rosenfeld

Retirement Educator

Retirement Services | Melville, NY