Our Team

Our Team

Daniel Tucker, CFP®, CRPC

CERTIFIED FINANCIAL PLANNER™

Business experience

  • 1998 to April 2005, Financial Advisor, American Express Financial Advisors, Inc.
  • 1996 to 1998, Insurance Professional, McNeil & Co., Inc.
  • CERTIFIED FINANCIAL PLANNER™ Professional – since 2003
  • Chartered Retirement Planning CounselorSM – since 2003
  • Recognized as a Lifetime member of Cambridge Who's Who
  • Member of the Financial Services Institute

Education

  • Bachelor of Arts in business and finance, 1996
    Bridgewater College
    Bridgewater, VA 
     
  • Finance and Affairs, 1994
    Hokusei Gakuen University
    Sapporo, Japan 
     
  • 2001–2004, Completed American College classes for CFP® certification

Personal

Dan married his college sweetheart, Katie and is a father of five beautiful daughters. He enjoys spending time with family, mountain biking, skiing, hockey, golf, tennis, Jeep off-roading, scuba diving, and spending time by the lake.

James Haskins

Financial Consultant

Business experience

  • 1993 to April 2005, Financial Advisor, American Express Financial Advisors, Inc.
  • 1973 to 1992, Tool Engineer/QA manager, R.E. Dietz Co.

Education

  • Bachelor of Science in mechanical engineering, 1973 
    Clarkson College of Technology
    Potsdam, NY


Personal

Jim enjoys spending time with his wife and three daughters, Jennifer, Colleen, and Bridget. Has six grandchildren, Abigail, Alexander, Kieran, Sachi, Nora, and Meghan. Also, he loves to fish, boat, golf, and spend time with his family at camp. Additionally, he is the Director and Coach for a girls softball team.

Richard Bulger, CFP® , CLU

CERTIFIED FINANCIAL PLANNER™

Business experience

  • 1976 to 1992, worked with MONY
  • 1986 to present: President, Benefits Consultants, Inc.
  • 1992 to 2002, worked with LPL
  • 2002 to present, affiliated with Commonwealth Financial Network

Education

Bachelor of Arts in Philosophy, 1971
Binghamton University
Binghamton, NY

Designations

  • CLU, life and qualifying member since 1982
  • CFP®, since 2005

Gretchen Zych

Client Service Specialist

Business experience

Customer Service Assistant at Penn Traffic for 10 years from 1997-2007

Started working for Tucker-Haskins & Associates in January 2008

Education

Onondaga Community College - graduate
Baldwinsville High School - graduate

Personal

Gretchen enjoys skiing, hiking, camping, baseball, and spending time with her husband and two boys.

Karen DeAngelo

Administrative Assistant

Education

Associates Degree in Accounting
Broome Community College
Binghamton, NY

Business Experience

  • 1991–present, Office Manager, Administrative Assistant, 401k Administrator, Benefit Consultants, Inc.
  • 1989–1991, Accounting Assistant, Fulgieri & Farrell

Personal

Karen is a proud mother of four boys and enjoys softball, hiking, riding bikes, and watching her sons play hockey.

Marielle Martin

Marketing Manager

Business Experience

  • Marketing Coordinator for Cadaret, Grant & Co., Inc.
  • Trading Clerk for Cadaret, Grant & Co., Inc.
  • Guest Services Coordinator for Mirbeau Inn & Spa

Education

LeMoyne College
Bachelors, Business-Applied Management Analysis and Marketing
Minor in Psychology

Personal

Marielle, also known as Mar, is passionate about spending time with friends and family, exercising, playing tennis, hiking, cooking and baking, photography, and traveling.

Alyssa Chartrand

Client Service Coordinator/Bookkeeper

Business Experience

  • National Graphics Bookkeeper
  • Server/Bartender, Ruby Tuesdays

Education

  • Onondaga Community College
  • Cayuga Community College
  • Jordon Elbridge High School
  • Certified in QuickBooks

Personal

Alyssa loves being outdoors in the summer with her energetic son and enjoys golfing, traveling, hiking, kayaking, and boating.

Bodie Tucker

Office Mascot

Bodie enjoys spending time with his family, chasing squirrels, basking in the sun, greeting clients, and exercising.