Our Team

 

Advisors

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

Founder and CEO

Office 607-231-7300


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Paul J. Donohue , CFP®

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 Services

Office 607-231-7305


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Sue Moss

Director of Client Relations

Office 607-231-7332


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Kelli Stein

Client Service Associate

Office 607-231-7313


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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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Catherine J. Aranda

Retirement Plan Service Representative

Office 607-231-7311


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Steven J. Pierce

Financial Planning Analyst

Office 607-770-3881


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