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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

Corporate Office: 30 Corporate Drive . Clifton Park, NY 12065 . (518) 373-0069 . Fax (518) 373-0121

Branch Office: 42 South Street . Glens Falls, NY 12801 . (518) 792-0042 . Fax (518) 792-0233

 

Securities offered through Wall Street Financial Group, Inc. .  255 Woodcliff Drive. Fairport, NY 14450 . Member of FINRA, SIPC