Our Team

BACKGROUND AND EXPERTISE

Stephen joined Northwestern Mutual as Financial Representative in 1998 and transitioned to a Financial Advisor in 2006. In this time, he has built a wealth management team that is regularly recognized by Northwestern Mutual for excellence in the financial services industry.

Stephen focuses on building long-term relationships based on trust, communication, collaboration, excellence, and impact. Stephen’s overall goal is to help people gain clarity on their goals and pursue them with confidence through each phase of their life, and empower them to lead full lives and create lasting legacies.

• Binghamton University, MBA in Business
• Albany State University, BA in Economics
• Certified Financial Planner™ CFP®
• Accredited Estate Planner®
• Certified Private Wealth Advisor CPWA®
• Chartered Life Underwriter®
• Chartered Financial Consultant®
• FINRA Series 6, 7 and 63 Security Licenses
• New York State License for Life Accident & Health, LTC Insurance

PERSONAL

Stephen is a lifelong resident of the community, residing in Windsor with his wife Maureen, where they raised three sons Dayne, Devon, and Dylan.

COMMUNITY

• New York State Teacher's Retirement Board (Past Board Member)
• Broome County Industrial Agency (Past Board Member)
• Broome County Local Development Corporation (Past Board Member)
• United Health Services Hospital Board (Past Board Member)
• United Health Services Foundation (Past Board Member)
• Binghamton University Foundation (Past Board Member)
• Windsor Central School Board of Education (Past Board Member)
• The Community Foundation for South Central New York (Past Board Member)
• The Busfield Foundation (Past Board Member)

SPEAKING ENGAGEMENTS

Stephen Feehan is an insightful and sought-after business speaker that has addressed thousands of people at conferences and events around the country over the past 20 years. Stephen has a true talent for translating complex topics into understandable concepts that lead to actionable items for his audience and clients. His presentations often center around maintaining focus while keeping perspective at both a high level and on the ground. As CEO of Feehan Financial Services, Stephen spends his time helping his clients maintain perspective and focus in today’s market while planning for the future.

• “The Big Picture”, June 2014, Greater NY Group Agency Day, Syracuse NY
• “The Big Picture…Version 2”, September 2014, Upper Midwest MDRT Crusade
  June 2015, Holleran Network Office, Morristown, NJ
  October 2015, Chicago Network Agency Day, Chicago, IL
• “Are you ready for the new job?”, May 2016, The Savino Group, Princeton, NJ
• “If You want to go far, go together.” July 2016, Northwestern Mutual Annual Meeting Main Stage, Milwaukee, WI
• “On the verge of…”, December 2007, Greater NY Group, Rochester, NY
  June 2010, Greater NY Group Agency Day, Lake Geneva, NY
  March 2011, Managing Director’s Conference, Milwaukee, WI
• “Why I own insurance”, February 2010, Fastrack Academy

Additionally, Stephen has expert panel engagements including the Fee-Based Planning Panel in Chicago and the Northwestern Mutual Eastern Regional Meetings in New York City. He has also presented on specialized topics in cities like Minneapolis, Buffalo, and Syracuse among others.

BACKGROUND AND EXPERTISE

One of the top 15 Qualified Retirement Plan Advisors at Northwestern Mutual out of 5,400+ advisors. Paul has built a reputation through holistic benefits planning and fiduciary investment management. He seeks first to understand each clients’ unique situation, followed by thorough analysis, consultative decision making, and ongoing follow-through.

Paul graduated from Binghamton University in 2005 with a B.S. in Finance and Business Information Systems. He joined Merrill Lynch in Manhattan for 6 years after college and moved back to the Binghamton area in 2013 to lay down roots. Since joining Northwestern Mutual in 2013, Paul has earned the Certified Financial Planner (CFP®) professional designation and carries the FINRA Series 7 and Series 66 licenses as well as his New York State Agent License for Life, Accident, and Health.

• Binghamton University, BS in Finance and Business Information Systems
• Certified Financial Planner™ (CFP®)
• FINRA Series 7 and 66 Security Licenses
• New York State License for Life Accident & Health, LTC Insurance

PERSONAL

Paul enjoys golfing, skiing, and spending time on Cayuga Lake with this wife Brielle, and four children – Macklin, Anna, Hudson, and Bryce.

Getting to Know Paul:

Favorite Book?  The Warren Buffett Way by Robert Hagstrom

Favorite Song?  She Talks to Angels by The Black Crowes

Favorite Quote?  “I am a slow walker, but I never walk back.” Abraham Lincoln

Favorite Movie?  The Big Lebowski

Best Financial Advice You Ever Received?  Don’t be penny wise and pound foolish

On The Bucket List?  Ski the Alps and Whitewater raft through the Grand Canyon

COMMUNITY

• Boy Scouts of America – Board Member, Baden-Powell Council

BACKGROUND AND EXPERTISE

Dan’s primary role is the Director of Operations. Dan helps oversee the service and operations of our firm while also helping us with our continuing efforts to establish and build strong relationships with our clients and businesses.

• Binghamton University, Master’s in Public Administration
• Binghamton University, Bachelor of Arts in Political Science
• Broome Community College, Associate of Arts, Liberal Arts
• American College, Registered Health Underwriter
• New York State License for Life Accident & Health, LTC Insurance
• New York State Notary Public

PERSONAL

Dan resides in Vestal with his wife Amy and daughter, Kaida. When not in the office, he enjoys spending time outside hiking with his family, coaching youth sports, following Yankees Baseball, and volunteering in the community.

COMMUNITY

• Broome County Legislature 5th District - Legislator (2011-Present)
• Broome County Legislature - Chairman (2015-Present)
• Broome County Soil & Water Conservation Board - Past Board Member
• Broome County Arena Board - Past Board Member
• Cornell Cooperative Extension Advisory Board - Past Board Member
• Town of Vestal Recreation Sports Program - Coach
• Kopernik Observatory & Science Advisory Board - Past Board Member

BACKGROUND AND EXPERTISE

Alison utilizes over 30 years of experience to assist Feehan investment clients and help ensure that their wealth accumulation needs are handled accurately.

• Broome Community College, Associates Business Administration
• FINRA Series 6, 7, and 63 securities licenses
• New York State Agent License for Life, Accident, and Health

PERSONAL

Alison is married and enjoys traveling, sports, and music.

BACKGROUND AND EXPERTISE

Sue’s primary role is to service Feehan Retirement Plan and Group Benefits clients providing support with plan implementation, compliance, education, and vendor reviews. Her goal is to enhance each of our client’s experiences, build strong relationships, and be that go-to source for anyone that needs help.

• The State University of New York, bachelor’s in business administration

PERSONAL

Sue resides in Binghamton with her husband and has two grown children. When not in the office, she enjoys spending time outside, weekend shopping, Yankees Baseball, and a good glass of wine.

BACKGROUND AND EXPERTISE

Kelli assists Feehan clients in many ways. She assists clients with assessing and managing their risk. In addition, with a streamlined approach, each client feels comfortable and understands each phase of the process. She manages their process from start to finish, so a client is never left guessing or worrying throughout any aspect of the business relationship. Kelli also teaches/trains Feehan clients on their technology and how it can benefit them while showing them how to manage it and the different capabilities.

Kelli’s overall goal is to make sure Feehan clients are happy and have a sense of relief, knowing that all of their questions will be answered, and their needs met. She has built a bond of trust with all our clients and continues to do so daily.

• Binghamton University, Childhood Education and Social Work
• Ashford University, BA Social Sciences with a concentration in Psychology
• Broome Community College AS Criminal Justice
• LAH
• Pursuing a Certified Financial Planner™ CFP®

PERSONAL

Out of the office, Kelli enjoys coaching her daughter’s 5thgrade basketball league, spending time with her family including all of her rescue animals, landscaping and any house projects she can get her hands on, and brainstorming science project experiments, with her daughter, to do at home.

COMMUNITY

Northeast Pit Rescue and Sanctuary, Inc., President, 7 years

• Develops Fundraising strategies
• Develops strategies around rescuing animals, organizing fosters, vetting applicants for adoption

Hillel Academy, Board Member, 1 year

• Develops Fundraising strategies
• Develops marketing and advertising ideas

Hillel Academy, Volunteer, 4 years

• Assists with in-school events, Jewish holiday festivals, transportation of students to and from events, fundraising

BACKGROUND AND EXPERTISE

Shelly joined Feehan Financial Services in 2014 as the bookkeeper and has since grown into the human resources position and assists Feehan’s Director of Operations with the day-to-day business. In addition, she works with the rest of the team as needed.

• Broome Community College, AAS Paralegal

PERSONAL

Born and raised in Binghamton, Shelly loves New York - and the FOUR SEASONS. In her free time, she loves to

travel, go for walks, practice yoga and be outdoors whether it is for golf or gardening. Spending time with her family and friends, especially her two grandchildren, Bodhi and Harper are also favorite pastimes.

BACKGROUND AND EXPERTISE

Pia is assistant to Feehan Financial Services Founder & Private Client Advisor Stephen Feehan. She conducts a broad variety of tasks and responsibilities relative to his position. Often the first point of contact for Feehan clients, Pia is responsible for ensuring clients meet with the team, when necessary, receive answers to questions, and have an overall positive experience. In addition, she provides administrative support to the rest of the team and ensures things run smoothly in the office.

• The State University of NY Broome, AAS Executive Administration
• Binghamton University Center for Legal Studies, Paralegal Certification

PERSONAL

Pia is married and has two adult daughters, Jordin and Sydney. In her spare time, she enjoys all forms of exercise, travel, and spending time with friends and family, especially her grandson.

BACKGROUND AND EXPERTISE

Steven creates and prepares the financial planning documents, projections, and analyses for Feehan Financial Services clients to assist firm advisors in meeting client goals effectively and efficiently.

• Binghamton University, MBA Finance
• The State University of NY Cobleskill, BA Business Management
• The State University of NY Broome, AD Liberal Arts
• FINRA Series 7 and 63 Securities Licenses
• New York State License for Life Accident & Health