Financial Planning Association of NENY
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Partners & Sponsors

2019-20 Partner and Sponsor Information

GOLD PARTNERS

The College Advisor of New York
Dr. Dean Skarlis
www.collegeadvisorny.com
dean@collegeadvisorny.com
518-512-3021
MFS
Phil Martin
www.mfs.com
pmartin@mfs.com
315-877-2450

SILVER PARTNERS

Walthausen & Co LLC
Mark Hodge
www.walthausenco.com
mhodge@walthausenco.com
518-348-7217
Advisors Insurance Brokers-New York LTC Brokers, Ltd.
Bob Vandy
www.advisorsib.com
bvandy@advisorsib.com
 518-688-8105
Specific Solutions Inc 
AJ Long
www.specificsolutions.com
along@specificsolutions.com
716-867-2890

BRONZE PARTNERS

Adirondack Funds
Alicia Lasch
www.adirondackfunds.com
alasch@adirondackfunds.com
518-690-0470
American Funds
Dave Keib
www.americanfunds.com

dave.keib@capgroup.com
518-269-6368
John Hancock Mutual Funds
Matt Sperazzo, Business Consultant
www.jhancock.com
msperazzo@jhancock.com
518-698-9546
KAFL
Lorrie Gibbons
www.kafl.com
lorrie@kafl.com
(585) 271-6400 ext. 151
Oppenheimer Funds
Neev Crane
www.oppenheimerfunds.com
ncrane@ofiglobal.com
917-971-9794
Jackson National
Ross Darvin, CFS
www.jackson.com
ross.darvin@jackson.com
518-937-2337
Halliday Financial
Howard Kibrick CFP®
www.hallidayfinancial.com hkibrick@hallidayfinancial.com
518-462-5645

BRONZE LITE PARTNERS

Shipp Financial
Mary Beth Hofmeister
www.shippfinancial.com
mb.hofmeister@shippfinancial.com
518-462-5645