Contact Us - No Obligation. Just Information.

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
  • David S. BardDavid S. Bard, CRPS®, AIF®
    Manager,
    Client Relationship Management and 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
  • Avon ScherffAvon M. Scherff
    Director,
    Employee Benefit Services
  • Wesley PriceWesley Price
    Sales Account Executive,
    Employee Benefits
  • Wesley PriceLaura A. Sausville
    Sales Account Executive,
    Employee Benefits

Our Team of Experts

Christina Bauer-Dobias Kathleen Coonan Tony DeCicco Justin Naef Dan Brindisi Chip Gamello Kentrel Herbert James Labarge John Rosenfeld Karen Polisse Peter Kvam Deborah A. Collins Karen Kaufman-White Renee Lobello Cassandra Therriault Dervisa Mujanovic

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

FINRA's BrokerCheck