Meet the Team

EXCELLENCE AND COMMITMENT


Our dedicated, highly experienced team brings deep expertise in financial planning, asset management, and risk management with a particular focus on serving the unique needs of families and business owners.

 

Advisors

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

Founder and Private Client Advisor

Office 607-231-7300


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Paul J. Donohue , CFP®

Retirement Plan Specialist and Private Client Advisor

Office 607-231-7336


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Service & Operations Team

Daniel J. Reynolds , MPA, RHU®

Director of Operations

Office 607-231-7302


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Alison E. Beikirch

Director of Investment Operations

Office 607-231-7305


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Sue Moss

Director of Employer and Participant Operations

Office 607-231-7332


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Shelley Barker

Business Manager

Office 607-231-7312


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Pia Bendert

Executive Assistant

Office 607-231-7320


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Steven J. Pierce , MBA

Director of Planning Operations

Office 607-770-3881


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Nicholas J. Ponterio

Client Service Representative

Office 607-231-7300


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