Our Leadership

Since 1994, Sam has been an accomplished member of the financial services industry. He was promoted to management within two years of entering the industry. He joined New England Financial in 2002 and spent six years as a Managing...

Hiedi serves as the Agency Supervisory Officer with the Firm. She helps ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business. She is a...

As a Senior Executive Vice President, Dan oversees advisor recruiting, training, and development in the Syracuse region. Before joining the firm in 2015, Dan was a part of Mutual of Omaha for over 20 years, first as an advisor, then...

As a Senior VP, Tom is responsible for helping the current advisors to grow their respective practices as well as growing the office by adding new advisors to the firm. Prior to working at Financial Partners, he was the Managing...