Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Tamar (Tammy) Kedmi-Mogilski
Financial Services Representative
Financial Planner

Brian D. Bedford
Financial Services Representative
Financial Planner

Vincent Dallo
Financial Services Representative
Financial Planner

Karl Heath
Financial Services Representative
Financial Planner

Amanda Neubauer
Financial Services Representative
Financial Planner

John D.  Goldman
Financial Services Representative
Financial Planner

Elizabeth S. Walton
Financial Services Representative
Financial Planner

Allison Pope
Marketing Manager

Mindy Nash
Office Manager

Barbara Perez
Client Services Representative

Katherine House
Personal Marketing Assistant

Kim Cady
Personal Marketing Assistant, Elmira Office