About Us

You’re passionate about your success and so are we. Our client-focused, full-service approach means our experienced retirement and employee benefit experts will help you every step of the way.

Meet our team

FINRA's BrokerCheck

Noah Buck

Noah Buck

President

Rensselaer, NY

Jordan André

Jordan André

Director, Investment Strategy

Retirement Services | Rensselaer, NY

Sean Bayne

Sean Bayne

Director

Retirement Services | Rensselaer, NY

Vincent Bocchinfuso

Vincent Bocchinfuso

Consulting Executive

Retirement Services | Rensselaer, NY

Daniel Brindisi

Daniel Brindisi

Retirement Educator

Retirement Services | Rensselaer, NY

Tony DeCicco

Tony DeCicco

Senior Account Manager

Employee Benefit Services | Rensselaer, NY

Moniquka Diaz

Moniquka Diaz

Sales Executive

Employee Benefit Services | Rensselaer, NY

Rebecca Foland

Rebecca Foland

Executive Assistant

Rensselaer, NY

Chip Gamello

Chip Gamello

Retirement Educator

Retirement Services | Rensselaer, NY

Bernard A. Gleeson

Bernard A. Gleeson

Director

Employee Benefit Services | Rensselaer, NY

Andrew Goo

Andrew Goo

Business Development Executive

Retirement Services | Rensselaer, NY

Kentrel Herbert

Kentrel Herbert

Retirement Educator

Retirement Services | Melville, NY

Renee LoBello

Renee LoBello

Retirement Educator

Retirement Services | Rensselaer, NY

Ryan McWalter

Ryan McWalter

Senior Director of Investment Services

Retirement Services | Rensselaer, NY

John Rosenfeld

John Rosenfeld

Retirement Educator

Retirement Services | Melville, NY