Our Team

We are operating in over 25 states with our primary office located in Westfield, New York.

Bob is the Licenced Agent & Registered Representative.

Cheryl is our licensed sales associate of 22 years. She has a Bachelor Degree in Business Administration-Finance from SUNY College at Fredonia. She has completed the Assistants Program with the Strategic Coach in Toronto, Cananda. She has also been certified by NYLIC University for attending the Leaders for Life Field Technology workshop in Reno, Nevada. She is responsible for in house operations, customer service, marketing and our information system. She ensures that our completed work is accurate and is responsible for project coordination.

Cheryl is able to schedule appointments for Bob. She is able to handle many of the service related questions that you may have.

Marcia is our office secretary.  She handles the paperless office and reports to Cheryl which provides greater coordination of office operations.

Jill is our local project specialist and coordinator of marketing activities for the past four years.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.




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