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Our trusted advisors will be happy to answer your questions.

  • James J. KelleyJames J. Kelley
    President
  • Carol IdoneCarol A. Idone CFP®, AIF®
    Vice President, Client Relationship Management & Consulting
  • William H. Desormeau, Jr.William H. Desormeau, Jr. CFP®, AIF®
    Vice President,
    Retirement and Investment Services
  • John JezsuJohn Jezsu
    Vice President,
    Business Development
  • Peter MargiottaPeter Margiotta
    Vice President,
    Business Development
  • Theresa ReiserTheresa Reiser
    Director,
    Employee Benefits
  • Wesley PriceWesley Price
    Sales Account Executive,
    Employee Benefits
  • Wesley PriceJoseph Geddings
    Sales Account Executive,
    Employee Benefits

Our Team of Experts

Christina Bauer-Dobias Kathleen Coonan Tony DeCicco Peggy Elliott Justin Naef Dan Brindisi Chip Gamello Kentrel Herbert James Labarge John Rosenfeld Karen Polisse Barbara Reo-Hussey Peter Kvam Deborah A. Collins Karen Kaufman-White Maryann Baird Renee Lobello Tonya Plumer

We value your privacy as much as you do and will never share your information with a third party.

What People Are Saying:

"Our board is very comfortable with where the plan is right now because of what we've done with SBS."

Marcy Dreimiller
Director, Human Resources at Saratoga Hospital

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