Kevin M Caccomo
Managing Director|CFP®, ChFC®, CLU®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Colleen A Padoleski
Associate Financial Representative
Colleen is a graduate of Cornell University with a Bachelor of Science in Applied Economics and Management. She has been working with Kevin since 2016. Colleen holds a Life, Accident, and Health insurance license for the State of New York as well as FINRA Series 6 and Series 63 registrations for investment services. Outside the office, Colleen enjoys spending time with family and friends, as well as reading and traveling.
James Wong
Associate Financial Representative
James serves as the Director of Development for the Poughkeepsie office – responsible for training, developing, and mentoring new representatives. He also serves as a Lead Financial Representative to Managing Director, Kevin Caccomo. James is dedicated to the people he coaches to maximize their full potential. As for his clients – he aims to guide them towards achieving their financial goals while leading with integrity, passion, and trust. James resides in Ulster County, NY with his wife and 3 children.