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Meet JFA!

Here are the people behind Jaeger & Flynn Associates, Inc.

Agency Principals & Partners

	THOMAS F. FLYNN, CLU, ChFC – President & Agency Partner ● An original founder of JFA in 1988 ● 21 years experience in employee benefits, risk management, and HR support services
	KURT W. JAEGER – Executive Vice President & Agency Partner ● 13 years experience in employee benefits, risk management, and HR support services ● Oversees both the Group Benefits and Property & Casualty Agency Divisions
	GLADYS A. ZORN – Senior Vice President, Investment Advisor Representative, Agency Partner ● Joined JFA in 1998 ● 13 years experience in personal and corporate financial planning and retirement plan services ● Oversees the Financial Services Agency Division
	GREGORY G. BUCHER – Agency Partner ● Joined JFA in 1996 ● 27 years experience in group benefits underwriting and management services
	PAMELA J. ALLERS – Agency Partner, Vice President, Group Sales ● Joined JFA in 2003 ● 19 years experience in employee benefits, risk management, and HR support services
	TARA CHHABRA – Vice President, JFA Flex ● Joined JFA in 2005 ● Oversees the Flex & COBRA Administration Agency Department ● 10 years experience in human resources and financial management
	WENDY DIACO – Agency Partner, Vice President, Property & Casualty Insurance ● Joined JFA in 2000 ● Direct manager - agency property & casualty insurance operations ● 17 years experience in property & casualty insurance underwriting and service
	LISA LAGON – Agency Partner, Vice President, Employee Benefits Group Service ● Joined JFA in 2000 ● Oversees the agency group benefits service department ● 13 years experience in employee benefits, risk management, and HR support services
	ARNIE MOREHOUSE – Assistant Vice President, Marketing ● Joined JFA in 2000 ● 9 years experience in group insurance sales, underwriting, and service
	MATTHEW SCHUETTE, LUTCF – Agency Partner, Vice President, Group Underwriting ● Joined JFA in 2005 ● Oversees the agency group benefits underwriting department ● 14 years experience in group insurance sales, underwriting, and service
	MATTHEW D. TEDESCHI – Agency Partner, Vice President, Property & Casualty Sales ● Joined JFA in 2003 ● Oversees commercial property & casualty marketing and carrier relations in addition to servicing a number of group benefits clients ● 12 years experience in insurance underwriting, sales, and service

Associates

	BETSY BARCOMB - Asst. Group Benefits Underwriting Mgr/Small Group Plans
	HELEN CARROLL - Assistant Vice President, Financial Services ● New York Life & Health Licensed Agent and Series 6, 63, & 65 FINRA ● Certified Financial Planner ● NYS Notary ● 20 years prior bank and financial management experience
	DEBRA CEBULA – Administrative Assistant/Customer Service Representative
	JUDY CHASE – Administrative Assistant
	AMY CHEN – Administrative Assistant to Group Service Representative
	SARAH CONTE – Assistant Marketing & Communications Manager, Assistant Group Service Representative ● New York Life & Health Licensed Agent
	AUTUMN DICKINSON – Assistant Group Service Representative
	JANE DORRER – Agency Operations Assistant
	ANDY DOYLE – Assistant Vice President, Marketing ● Licensed broker in New York for Life, Health, Property & Casualty.
	JASON DRISCOLL – IT Manager / Assistant Agency Operations Manager
	LINDA FLOOD – Agency Operations Manager
	HARRY R. HAYES, JD, PHR - Human Resources Manager & Consultant ● 20 plus years experience as an employment practices and labor attorney ● Active member of Capital Region Human Resources Association Board of Directors, Legislative Chair and Society for Human Resource Management
	LORI HOPE – Group Service Representative ● 13 years experience in Human Resources & group benefits management.
	PAMELIA HOVER - Commercial Property & Casualty Service Representative ● 15 years of commercial lines customer service and marketing experience ● Property & Casualty and Life, Accident & Health license from the New York Insurance Department
	KELLY HUTCHINSON – Commercial Property & Casualty Customer Service Representative ● 18 years of commercial lines customer service and marketing experience
	CLARE JONES – Financial Services Division Administrator ● 10 years of employee benefits management ● 15+ years of financial management
	LINDA JORDAN – Personal Lines Customer Service Representative ● 20 plus years experience in Property & Casualty personal lines underwriting and service ● New York Property & Casualty licensed broker
	EILEEN KATH – Assistant Manager, Employee Benefits Group Service ● New York Life & Health Licensed Agent ● 18 years prior experience in human resources and benefits.
	LISA KIPCAKLI – Property & Casualty Customer Service Representative ● Licensed broker in New York Property & Casualty
	LISA KROM – Administrative Assistant
	GREG LAYTON – Assistant Vice President, Marketing ● Licensed broker in New York for Life, Health, Property & Casualty.
	WILLIAM L. MARTIN, CLU, ChFC – Financial Services, Personal Insurance Manager ● Licensed broker in New York for Life, Health, Property & Casualty ● An original founder of JFA in 1988
	W. GARY McCANN – Accounts Executive ● Licensed broker in New York for Life, Health, Property & Casualty ● Commercial Property & Casualty Specialist ● 17 plus years in commercial accounts management
	KIMBERLY MILLIGAN – Assistant Administrator, Flex Programs
	BILL MORGAN – Assistant Agency Operations Manager ● 15 years experience, accounting, IT, and general operations management
	KATRINA MORGAN – Commission Accounting Manager
	RAINA MUNAFO - Group Service Representative ● 7 years prior group benefits account management experience ● New York Life & Health Licensed Agent
	KARA RAFFERTY – Assistant Vice President, Group Accounts ● Group Insurance Specialist ● New York Life & Health Licensed Agent ● 9 years experience with group marketing and service in the health and dental insurance field
	LORRAINE RHODES – Associate Broker ● Licensed broker in New York Life & Health ● 9 years plus experience with group marketing and service in the health, dental and supplemental benefits field
	AMY ROBBINS – Group Service Account Manager ● New York Life & Health Licensed Agent ● 18 years prior experience in human resources and benefits
	KATIE ROEDER – HR Support Services & Flex Plan Accounting Manager
	DAVE SHANTZ – Assistant Manager, Financial Services Personal Insurance ● New York Life, Accident, & Health Licensed ● 34 years prior experience in marketing management & customer service
	JODI SHERIDAN – Assistant Manager, JFA Flex
	B. CRAIG SMITH, SPHR – Senior Human Resources Consultant ● 20 plus years prior experience in the Human Resources field ● Served on the Board of Directors, Capital Region Human Resources Association as well as a facilitator for their PHR/SPHR certification programs
	JULIE SOMMO – Assistant Administrator, Flex Programs
	MAY TONG – Property & Casualty Customer Service Representative ● Licensed broker in New York Property & Casualty
	RYAN VAN AMBURGH –Group Benefits Underwriting Manager ● New York Life & Health Licensed Agent
	ROSE MARIE K. WARMAN, RPA – Assistant Manager, Employee Benefits Group Service, Investment Advisor Representative ● New York Life & Health Licensed Agent and Series 7, 63, & 65 FINRA ● New York State Notary ● 16 years prior experience in group benefits and financial services
	LAURIE WOODWARD – Asst. Group Benefits Underwriting Mgr/ Group Service Representative ● New York Life & Health Licensed Agent
	XIAOQING ZHANG, CLU, ChFC, LUTCF – Accounts Executive ● Licensed broker in New York Property & Casualty and Health Insurance