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Our Staff

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MEET THE STAFF

Kris Dussmann – Registered Service Adviser*

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As Randy’s first hire in 1996, Kris brings over 30 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 within 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 holds a New York State Insurance License for Life, Health, Disability, and Variable products, Series 6 and 63 securities licenses and is certified through New York State for the New York State Partnership for Long-Term Care program. Kris is a resident of Fairport, New York, and enjoys spending time with her family, outdoor adventures and traveling the world.

Robert Williams – Registered Service Adviser*

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Robert joins our team after going through Centra Financial Group’s Emerging Adviser Program. He brings a strong understanding of the life insurance and investment industry along with a passion for helping clients. As a service adviser Robert is responsible for supporting the team in numerous roles from servicing our clients to financial strategy development. Robert has a Masters degree in Finance with a focus in portfolio management, holds a New York State Insurance License for Life, Health and Variable products, as well as series 6 and 63 securities licenses. Residing in Webster with his wife, Robert enjoys being active in his community through involvement in several organizations including Rotary and Rochester Young Professionals. Robert enjoys spending his free time with family and friends attending concerts and sporting events.

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. Tom is a member of the Society of Financial Services Professionals.

Kimberly Dwyer – Director of Operations

Kimberly has over 15 years of experience in financial services, in both the investment and life insurance industries. She 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. Kimberly is responsible for overseeing the investment and insurance needs of our clients and is a point of contact for any service related inquiry. Kimberly enjoys spending time with her family, traveling and cooking.

Debra Curtis – Registered Business Coordinator*

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Debra has worked in the financial services industry for over 30 years, developing diverse knowledge in the areas of life insurance and investments. Her experience adds tremendous value to our team and the full range of client services provided. She is responsible for servicing the investment related needs of our clients and is the main 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 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. Debra resides in Webster and enjoys spending time with her 2 daughters, golfing and traveling.

Mary Smith – Business Coordinator

Mary has over 15 years experience in the financial services industry and is responsible for processing client investment and insurance needs. As a key administrative support professional, Mary brings a multitude of strengths to the team including organizational abilities, tactful handling of confidential information, and strong interpersonal communication. In her free time Mary enjoys spending time with her family, moving to Rochester from Colorado after 37 years in order to be close to family.