Meet The Team

Caitlin is our Chief Marketing Officer. Caitlin is licensed in New York State for Life, Accident & Health, as well as personal lines Property and Casualty. With over ten years of experience in the insurance industry, she works with a diverse client base and within a wide variety of industries. She is directly responsible for client satisfaction & growth of our firm. Caitlin enjoys baking, traveling the world, playing golf and spending time with her family, friends & her dachshund Leo.

Melissa joined Chris’s team in February of 2012 with experience in the retail banking side of the finance industry. She holds a Series 7 and 66 securities license as well as her NYS Life Accident and Health license. Melissa is responsible for insurance and investment applications and services. Melissa graduated with a Masters Degree in Business Administration from Alfred University in 2007.Melissa and her husband Zach enjoy running, kayaking, camping, and anything that involves the outdoors.

Jim joined Chris’s team in July of 2019, while completing his degree. He graduated from Siena College December of 2019 with a B.S. in Finance. Jim holds a Series 7, Series 66, and NYS Life, Accident, Health, and Signature Variable Life and Annuities license. He spends much of his free time working out, golfing, and with friends and family.

Kevin joined the team in June of 2022 after graduating Vassar college in May with a Bachelors degree in economics. Kevin holds his New York State Life, Accident, and Health license as well as his FINRA Series 7. Kevin spends his free time working out, hiking, playing tennis, and enjoying time with friends & family.

Riley joined the team in September of 2021 as our Executive Assistant. She has over 9 years of experience in the customer service industry, and is excited to learn and grow within the family business. Riley enjoys spending time with her family, friends, her fiance Alex and their two dogs. She loves animals and staying active.