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NEWS HIGHLIGHTS
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MEET THE STAFF

Kris Dussmann - GM and Financial Service Representative
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As Randy’s first hire in 1996 Kris brings over 25 years of experience in the insurance/investment industry. She has held both administrative and management positions and has a thorough knowledge of organizational policies and procedures with in the industry. She provides full service for all retirement plans including participant education, enrollment and ongoing support as well as individual client service and support. Kris is a *Registered Office Assistant of Hornor Townsend & Kent, holds a New York State Insurance License for Life, Health, Disability, and Variable products and is certified through New York State for the New York State Partnership for Long-Term Care program.

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Thomas McKay, CLU - Paraplanner
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Tom has over 25 years of experience in the Financial Services industry, as an adviser and advanced planning specialist. His areas of expertise include advanced estate, business succession, and non-qualified benefit strategies that allow clients to achieve their planning objectives. He earned his CLU designation from the American College and is a *Registered Representative of Hornor Townsend & Kent and holds a New York State Insurance License for Life, Health and Variable products. He is a member of the Society of Financial Services Professionals.

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Suzanne Herko-Tordai - Business Coordinator
Suzanne brings over 17 years of experience in the insurance/investment industry. She is responsible for the implementation and execution of the planning process and oversees all client communications. In addition, Suzanne has an extensive service background and has worked with a wide variety of companies and their products enabling her to provide proficiency to clients in all areas. Further, she is accountable for following through with clients to facilitate putting the plans developed in to action. Suzanne holds a New York State License for Life, Accident and Health, Property and Casualty, and is a Notary Public.

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Debra Curtis - Business Coordinator
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Having worked in the financial services industry for over 20 years, Debra has a diverse knowledge in the life insurance and investment industry and brings experience in the full range of client services to our team. She is responsible for servicing the investment related needs of our clients and is the prime contact for tax related matters as well as all other ongoing client inquiries. The privacy and protection of our client's information is requisite to Debra's role. Her goal is to elevate your overall client experience by responding enthusiastically and efficiently to all service needs.

Debra is a *Registered Office Assistant of Hornor Townsend & Kent and holds a New York State Insurance license for Life, Health, Disability and Variable products.

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Georgia Streeter - Administrative Support
Georgia is an enthusiastic and innovative professional. She is passionate about her work and will tap into her knowledge of the life insurance and estate planning portions of the financial industry when needed. You will see her friendly face when you walk through our doors. Georgia’s responsibilities include greeting clients, scheduling and confirming appointments, answering phones, customer service and data base administration. Georgia holds a New York State License for Life, Accident and Health Insurance.

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Kimberly Dwyer - Business Coordinator
Kimberly joins our team with over 15 years of experience in both the investment and life insurance industries. She is responsible for overseeing the investment and insurance needs of our clients and is a point of contact for any service related inquiry. Kimberly also has an extensive background in customer service within the financial industry, working with individuals as well as corporations, providing a hands on approach and a personalized experience to all service needs.