Our Support Staff

We are proud of the robust infrastructure we have in our firm. We want to assist our financial professionals in all aspect of their business, from new business, to marketing, to technical support, so that they can focus on what's most important: helping their clients.

Administration

Jason Lezark

New Business Coordinator

jlezark@fpuny.com

Kathy Giacovelli

Kathy Giacovelli

Agency Compliance Assistant

kgiacovelli@fpuny.com

Kathy Morgan

Kathy Morgan

Agency Assistant

kmorgan@fpuny.com

Kevin McLoud

Kevin McLoud

Technical Specialist

kmcloud@fpuny.com

Lori Ball

Lori Ball

Agency Assistant

lball@fpuny.com

Madeline Hoose

Madeline Hoose

Talent Acquisition Specialist

mhoose@fpuny.com

Makenzie Morrill

Makenzie Morrill

Marketing Coordinator

mmorrill@fpuny.com

Marikay Flemming

Marikay Flemming

Firm Life Products Director

mflemming@fpuny.com

Melinda Dix

Melinda Dix

New Business Coordinator

Nancy Bolduc

Nancy Bolduc

New Business Coordinator

nbolduc@fpuny.com

Ryan Wargala

Ryan Wargala

Paraplanner

rwargala@fpuny.com

Tammy Hersch

Tammy Hersch

Client Service Representative

thersch@fpuny.com

Thomas McKay

Thomas McKay, CLU^®

Firm Life Products Director, Financial Advisor

tmckay@fpuny.com

Trisha Stilwell

Trisha Stilwell

New Business Coordinator

pstilwell@fpuny.com