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Jen brings over 14 years of financial services experience to her role. She enjoys building relationships with clients and primarily assists with new business implementation. Prior to joining Coordinated Plan, Jen worked at Manning & Napier as a mutual fund specialist.
Jen is from the Syracuse area and graduated from Le Moyne College attaining her bachelor’s degree in Business Administration with a concentration in Finance. Jen, her husband Matt, and their two daughters reside in Victor.
Alan joined the Coordinated Plan team in 2021 after merging his business (Caritas Consulting) with his son David and partner Randy. Alan has been assisting clients for nearly two decades and brings an additional 25 years of experience prior to entering the financial services industry. Holding degrees in engineering, business, and management, he brings a significant level of analysis and detailed investigation into play that directly benefits clients. A graduate of Carnegie Mellon University and with an M.S. degree from the National Technological University, Alan gives back to the community in which he lives and works, as an active board member and trustee of several local charitable and religious organizations.
Alan and his wife Catherine, have four children and a growing number of grandchildren.
Eileen joined the Coordinated Plan team in 2021. With an extensive background in office management, bookkeeping and human resources, Eileen brings a variety of skills and professionalism to Coordinated Plan. She currently provides administrative support to the team as well as providing customer service for our clients. Eileen has had the opportunity to serve as a community volunteer for several local organizations as well as her church.
Eileen and her husband, Michael have a son and a daughter.