Our financial professionals are committed to preparing for and transitioning our clients into retirement. They communicate regularly with our clients to understand their needs and assist them in pursuing their financial goals. To provide sound, current guidance, we are constantly studying industry issues and financial trends. We are always striving to continually better ourselves by pursuing further professional education and designations. It is our goal to be on the cutting edge of financial services knowledge so we may provide our clients with the best service possible in our industry. In all that we do, our clients' needs come first. Click on any of the names below to read more about our staff.
Daniel Tucker | Jim Haskins | Cylinda Helms
Melissa Brim | Gretchen Zych
Daniel Tucker
Designations, Certifications and Achievements
- CERTIFIED FINANCIAL PLANNER™ Professional - since 2003
- Chartered Retirement Planning Counselor - since 2003
- Voted one of America's Top Financial Planners by the Consumers Research Council of America in 2006-2008
- Recognized as a Lifetime member of Cambridge Who's Who
Education
- Bachelor of Arts in Business and Finance, 1996
Bridgewater College
Bridgewater, VA
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Finance and Affairs, 1994
Hokusei Gakuen University
Sapporo, Japan
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2001-2004 Completed American College classes for CFP® certification Business experience
- 1998 to April 2005, Financial Advisor, American Express Financial Advisors, Inc.
- 1996 to 1998, Insurance Professional, McNeil & Co., Inc.
Professional Affiliations
- Meals on Wheels of CNY, volunteer 1999-2005
- North Central Assembly of God, guest speaker
- Liverpool High School Finance and Investing, guest speaker
Personal
- Married college sweetheart, Katie
- Father of five beautiful daughters, Kylie Shae, Braylie Faeth, Averie Grayce, Emerie Joy, and McKynlie Hope
- Enjoys mountain biking, skiing, hockey, golf, tennis, time by the lake, and Jeep off-roading
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Jim Haskins
Degrees - Bachelor of Science in Mechanical Engineering, 1973
Clarkson College of Technology
Potsdam, NY
Business experience - 1993 to April 2005, Financial Advisor, American Express Financial Advisors, Inc.
- 1973 to 1992, Tool Engineer/QA manager, R.E. Dietz Co.
Professional contributions - Meals on Wheels of CNY, volunteer 1994 to 2005
Personal - Wife, Janet, and three daughters, Jennifer, Colleen, and Bridget
- Five grandchildren, Abigail, Alexander, Kieran, Sachi, and Nora
- Enjoys fishing, boating, golf, and spending time with family at camp
- Director/Coach Girls Softball League
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Cylinda N. Helms
Marketing Coordinator
Education - Bachelor of Science in Business Administration, cum laude, May 2008
State University of New York College at Buffalo
Buffalo, NY - National Student Exchange Program, Business Administration, 2007
University of South Carolina
Columbia, SC - Cosmetology, 2001 to 2003, 1000 hours
Kenton Career and Technical Center Erie 1 Boces
Tonawanda, NY
Business Experience - 2005 to October 2009, Insurance professional
Professional Contributions - Positive Work Committee (PWE); Food Bank WNY; Children's Hospital; Toys for Tots, 2009
- Steps From The Heart - A charitable contribution to the American Heart Association based on each step taken by One Beacon employees, June 2009
- Breast Cancer Walk - 2006 to 2007
- Vocational Industrial Clubs of America (VICA) - 2001
Personal - Hobbies & Interests: Photography, pool, golf, volleyball, and traveling
- Enjoys spending time with family, friends, and her puppy, Chevy
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Melissa Brim
Client Service Assistant
Business Experience
- Satovsky Asset Management, NYC, Client Service Assistant
- Baldwin Park Realty, Orlando FL, Administrative Assistant
Education
- Jordan-Elbridge H.S.
- Onondage Community College
- SUNY Empire College
Personal
- Recently married high school sweetheart, Corey
- Hobbies: traveling, shopping, and spending time with family and friends
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Gretchen Zych
Client Service Assistant
Business Experience - Customer service assistant at P&C food for 10 years
Education - Baldwinsville High School grad
- Onondaga Community College grad
Personal - Enjoys spending time with husband, Evan and children Evan and Brendan
- Hobbies: skiing, camping, watching her boys play sports
- Birthdate: February, 16 1975
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