Mike has worked in the investment industry for 16 years, which began after 8 years as a controller of the Credit Union. He has been with the Credit Union for over 37 years. Mike specializes in Wealth Management and is licensed to offer Long Term Care Insurance, including New York State Partnership, Annuities, Life Insurance, Investment Services, and Advisory Services.
Before entering into the financial services industry, Michelle worked 15 years in manufacturing with 12 years spent at the management level. She earned a bachelors degree in financial services from SUNY Alfred and is licensed to offer Annuities, Long Term Care Insurance, including New York State Partnership, Life Insurance, and Investment Services.
Aaron has enjoyed an 11-year career in the financial services industry, with a specific focus on investment and insurance products and services. Prior to focusing his career interests on the financial services industry, he held a variety of managerial roles in the food service industry. Aaron is licensed to offer Annuities, and Long Term Care Insurance, including New York State Partnership, Life Insurance, and Investment Services. Aaron is a member of the Big Flats Lions Club and has been an avid volunteer with the Chemung County 4-H Club, Southern Tier Hospice, and Montour Falls Rotary Club fund-raising efforts. He has also served on the board for the Pupil Assisted Learning (PAL) Foundation.
Sarah has worked in the financial services industry for over 10 years. She focuses on designing and implementing wealth management and accumulation strategies that fit individual investment and retirement goals. She is licensed to offer Annuities, Long Term Care Insurance, Life Insurance, and Investment Services. Sarah also serves as a director with the local chapter of the Financial Planning Association.
Allen lives in Corning, NY. He holds a bachelors degree in Business Administration from the SUNY Buffalo School of Management with a concentration in Financial Analysis and has worked for Corning Credit Union since 2005. He is licensed to offer Annuities, Long Term Care Insurance, Life Insurance, and Investment Services.
Jim, a Chartered Retirement Plans Specialist (CRPS®), works out of the Corning and Horseheads offices. He lives with his wife and two sons in Erin, NY. Prior to entering the financial services industry, Jim had an extensive career in the retail and customer service fields, with much of this time spent at the management level. He holds two associate of applied science degrees. Jim is licensed to offer Annuities, Long Term Care Insurance, Life Insurance, and Investment Services. Jim’s CRPS® designation indicates his qualification to assist with the design, installation, and maintenance of retirement plans for the business community.
Shawn lives in Savona, NY. He earned a bachelors degree in financial services from SUNY Alfred and is a Certified Financial Planner. Additionally, Shawn serves on the Elmira College Athletics Booster Club Board of Directors. Shawn is licensed to offer Annuities, Long Term Care Insurance, including New York State Partnership, Life Insurance, and Investment Services.
Eddy lives in Elmira, NY with his wife and four children. Prior to entering the Financial services industry, he played six seasons of professional hockey for the Elmira Jackals. He holds a bachelors degree from the University of Saskatchewan. Eddy is licensed to offer Annuities, Long Term Care Insurance, Life Insurance, and Investment Services.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
