Our Team

Stephen P. Feehan photo

Stephen P. Feehan, MBA, CLU®, ChFC®, AEP ®, CFP®, CAP®, CPWA®

Wealth Management Advisor

Ph: 607-231-7300

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Matthew N. Wallen photo

Matthew N. Wallen, CLU®, ChFC®, CASL ®, CFP®

Associate Wealth Management Advisor

Ph: 607-231-7337

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Paul J. Donohue photo

Paul J. Donohue

Associate Wealth Management Advisor

Ph: 607-231-7336

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Alison E. Beikirch photo

Alison E. Beikirch

Director of Investment Services

Ph: 607-231-7305

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Daniel J. Reynolds photo

Daniel J. Reynolds, MPA, RHU®

Director of Marketing & Business Operations

Ph: 607-231-7302

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Sue Moss

Director of Client Services

Ph: 607-231-7314

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Kevin Purce photo

Kevin Purce

Director of Business Development

Ph: 607-231-7311

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Nate Lounsbury photo

Nate Lounsbury

Planning Associate

Ph: 607-231-7332

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Kelli Stein photo

Kelli Stein

Client Service Associate

Ph: 607-231-7313

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Shelley A. Barker photo

Shelley Barker


Ph: 607-231-7300

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