Matt joined our team in June of 2007. As an Associate Financial Advisor, Matt helps in the preparation and analysis of presentations & proposals under the direction of Stephen. He holds a Bachelors degree in Mathematics from Binghamton University. Matt has also earned the professional designation of Chartered Financial Consultant Underwriter (ChFC) and the Certified Financial Planner (CFP^®) certification.

Professional Licenses include: New York Agent License for Life, Accident & Health

Alison joined our team in May of 2004. As our Associate Wealth Management Advisor, she assists our investment clients helping ensure that their wealth accumulation needs are handled accurately. Alison holds a degree in Business Administration from Broome Community College.

Professional Licenses include: New York Agent License for Life, Accident & Health

How can Alison help? 
General questions regarding your investment matters
Your existing investments accounts
Setting up new investment accounts
Processing IRA rollovers

Courtney joined our team in June of 2010. As an Associate Financial Representative, Courtney supports Stephen with the insurance & policy owner service portion of the business including preparation, implementation, the underwriting process. Courtney holds a Bachelors degree in Mathematics from  The College at Brockport, State University of New York. 

Professional Licenses include: New York Agent License for Life, Accident & Health

Gloria joined our team 1995. As the Binghamton Group’s Office Coordinator, Gloria provides vital administrative support services to our entire Agency, ensuring our office remains both efficient and organized. She is also responsible for correspondence, maintaining Stephen’s calendar, booking meetings and scheduling follow-up appointments. Gloria holds a degree in Business from Broome Community College.

How can Gloria help you?
Scheduling appointments with Stephen
General client service
Update client Information

Kerstin joined our team in March of 2001. Kerstin assists in the implementation and service of retirement plans & solutions under the direction of Stephen. She holds a Bachelors degree in Pre-Law with a minor in Business from Pennsylvania State University.

How can Kerstin help? 
General information concerning retirement solutions
Questions regrading your retirement plan
Setting up a new retirement plan

Rory joined our team in September of 2010. As our Retirement Plan Service Representative,  Rory assists in the implementation and service of retirement plans & solutions under the direction of Stephen.  She holds a Master of Science Degree in Education from Hofstra University and a Bachelor of Science in Business Administration from The College at Brockport, State University of New York.

Ashley joined our team in September of 2010. As our Retirement Plan Service Representative, Ashley assists in the implementation and service of retirement plans & solutions under the direction of Stephen.  She holds a Bachelor of Science in Applied Mathematics and Statistics from Stony Brook University.

Holly joined our team in October of 2010.  As an Associate Financial Representative, Holly works with small businesses in the implementation and service of employee benefits under the direction of Stephen. She holds an Associate of Science Degree from Champlain College.

Professional Licenses include:New York Agent License for Life, Accident & Health

Dan joined our team in January of 2005. As our Director of Operations, Dan helps us with our continuing efforts to establish and build strong relationships with our clients. He holds a Bachelor of Arts Degree and is currently pursuing his Master's Degree from Binghamton University.

Professional Licenses include: New York License for Life Health & Accident and New York State Licensed Notary Public

How can Dan help?
General services we provide to Individuals & Businesses
General questions regarding Employee and Executive Benefits

Liz joined our team in September of 2011. As our Recruiter, Liz is helps us with our continuing efforts to establish and build strong relationships within the community. She holds a Bachelor of Arts Degree from Binghamton University

Theresa joined our team in December of 2005. As our Bookkeeper, Theresa is responsible for general accounting and the preparation of financial compliance reports. Theresa holds a degree in Accounting from Broome Community College.