“Most people deal with retirement once. We deal with it every day.”
- James Haskins, Co-Founder
We know who we are, and we like who we are: we're educators. We specialize in helping prepare people in the pre-retirement stage of their lives to structure assets and wealth for more solid long-term success in retirement. Our team provides invaluable guidance and experience to help you stay on track through unexpected life events, market changes, and more.
Financial educators here to help make life everything you hoped it would be.
Tucker-Haskins and Associates was born in 2002, founded by financial planners Daniel Tucker and James Haskins. With two decades of business under the company belt, plus several additional years of working in the finance industry, we aim to be the voice of clarity and consistency as we support and steer your toward your life’s goals.
We don’t try to be all things to all people. We mine our niche, and we do it extremely well. We position people for a solid future. At our firm, nothing is more satisfying than knowing we've made a positive difference in people's lives.
We believe the best is yet to come – for our firm and our clients.
When Tucker-Haskins and Associates got its start over 20 years ago, we never dreamed we’d grow into the thriving business we are today. With a background in global financial services carried over into the retirement services realm, the result has been a track record of growth and success for both our business and our clients.
Let’s Get to Know Each Other
Our dedicated team of professionals is here to partner with you whenever you’re ready to take financial planning to the next level.
Dan Tucker, Co-Founder and President of Tucker-Haskins has over 20 years of experience as a financial advisor. Dan’s focus as an advisor is helping his clients achieve their financial goals at crucial stages of life. A combination of long-term relationship building and knowledge-sharing has afforded Dan & his team success over more than two decades.
As a financial advisor, Dan has the privilege of helping his clients move into the most enjoyable phases of their lives. His strategies for financial planning helps his clients live their lives with financial freedom and confidence. When working with a client acting as a fiduciary asset manager, he takes extra time educating them by hosting regular workshops and webinars to discuss market changes and updates that assist them in achieving their financial goals.
Dan studied Finance and Affairs at Hokusei Gakuen University in Japan, received his BA in Business Finance at Bridgewater College, and received his CFP® certification from American College. Dan is an avid adventurist. His passions being: traveling, mountain biking, skiing, hiking, ice hockey and all things outdoors. Outside of work, you can find him spending quality time with his five daughters and his two dogs Bodie & Mandie. Dan makes it a point to live by one of his personal mottos – Time is long, but life is short.
Financial Consultant, VP Treasurer
As a financial consultant, Jim Haskins loves every day that he gets the opportunity to give effective advice to those seeking help with their financial planning and asset management. He leads his team with humor, empathy, and transparency that gives clients a rewarding experience.
“I look forward every day to engaging with my clients and helping put them into a better position financially.”
Prior to Tucker-Haskins, Jim started his career as a mechanical engineer working in the manufacturing industry. He loved what he did but became interested in the financial side of things when he helped that company go through a liquidation. He met his future mentor during this time, and it led him to work for American Express Financial Advisors, Inc. This new path allowed him to start working directly with clients, helping them realize both their financial and life goals.
Jim prides himself on building deep relationships with his clients and has an innate ability to turn them into lifelong friends. The opportunity to help people is what gets him excited for work every day and humor is what helps him build those relationships – externally and internally. He believes in treating people the way you want to be treated and doing what it takes to do the right thing.
“Nothing we can’t handle.”
Jim earned his BS degree in mechanical engineering from Clarkson University and has since earned his Series 7 and 63 registrations. When not working, you can find Jim and his family, that includes three daughters and six grandchildren, at his favorite camp on the St. Lawrence River enjoying all things outdoors. Jim has also been part of a wonderful youth organization, ESM Girls Softball League, helping coach their softball league and being on their board of directors. This contribution to his community earned him the coveted Reese Award. Jim definitely lives by the motto: Live, Laugh and Love, and credits his success to his wife, who has supported him at every step to follow his dreams.
Richard Bulger, CFP®, CLU
CERTIFIED FINANCIAL PLANNER™ Practitioner
Dick Bulger has over 35 years’ experience providing financial and investment advice to families, partnerships, and corporations. He attributes much of his success to a strong research discipline, which forms the basis of his recommendations, as well as a strict adherence to the fiduciary rule, which forms the basis of all his client relationships. The fiduciary rule, which requires an advisor to always focus on the client's best interest, is also a defining feature of the Tucker-Haskins team and is fundamental to their service commitment to their clientele.
Dick's goal is to provide clients with the information that they need to make informed investment and business decisions. This process involves an open dialogue where we identify short- and long-term goals , risk tolerance, and a plan for periodic reviews to evaluate, confirm, and/or adjust. He admires and congratulates clients on their success to date, be it modest or great, and greatly appreciates an opportunity to contribute to the client’s remaining financial and life goals.
Dick is a graduate of Binghamton University with a B.A. in Philosophy. He is a decent chef, a lousy mandolin player, and his favorite travel destination is Provence, France. On his best days, he can be found at his lake house enjoying friends and family.
Alyssa Chartrand is Tucker-Haskins’ Marketing Manager. She tends to wear a lot of different hats in the office that go beyond just her marketing skills. She loves meeting new people and building long-lasting relationships with clients, which helps her be successful in her job – especially when running events and attending conferences.
“I think clients really appreciate the family feel and the fun we have here.”
Alyssa’s outgoing personality and knack for party planning helps her create fun events for networking and client education, especially in the telecommunication industry. She approaches each event with an eye toward making sure everyone feels like they are part of the family, have learned something new, and have met a new friend.
After attending Onondaga Community College, Alyssa entered the service industry where she tended bar and first met Dan and Jim. Once her son began kindergarten, she knew it was time to start her career. She started her position as Client Service Coordinator and worked her way to her current position of Marketing Manager. She loves continuing her education and is a Notary as well as QuickBooks certified. Working at Tucker-Haskins has given her the flexibility she needs in pursuing her career path while balancing her other pursuits.
Alyssa’s personal motto is “Just say yes. Try it!” Her passion for learning new things has led her to scuba diving, riding Harleys and flying on small planes. On the weekends, she spends her time on the go with as much time as possible spent at the lake with her son, Noah, her boyfriend Tim, and their dog, Judith. If she was not at Tucker-Haskins, she would love to be running a sanctuary for rescue animals that is a working farm.
Client Service Specialist
With over 14 years of experience at Tucker-Haskins, Gretchen Zych is a Client Service Specialist working on the administration and client service side of the business. Gretchen enjoys helping clients and supporting her team with everything from general administration to processing forms, gathering tax documents, helping with the investment implementation to being a friendly ear. Clients and team members alike know they can always count on her. Her many years at the company have given her the knowledge and experience to provide every client with the excellent service they deserve, and that Tucker-Haskins is known for. She creates deep relationships and leads with an open and transparent communication style that clients welcome.
“Life is short, do what you love and enjoy life!”
After attending OCC, Gretchen fell in love, married, and started an amazing family. Gretchen and her husband of 27 years have raised two boys that are thriving adults now. They also have a lovable cat named Chloe that thinks she is a dog.
When not at work, you might run into her on a hike or out biking with her husband. Gretchen always enjoys listening to her favorite band, the Grateful Dead, and considers herself a ‘deadhead’. Gretchen’s zest for life brings her to the mountains often for skiing and that is where she hopes to retire. She lives by the motto: Always have fun, and always be kind.
Karen DeAngelo has over 30 years of experience as Office Manager and Administrative Assistant in support of Richard Bulger, CFP®. Karen has extensive experience with qualified plans, estate documentation, tax filings, and all things administrative in support of client portfolios.
Karen has a wonderful, upbeat personality, and she is invariably positive, empathetic, and fully committed to providing as favorable an outcome as possible. Her desk often displays flowers sent by clients who appreciate her exemplary, caring, service.
Karen loves spending time with her four sons and three grandchildren. She has been a hockey Mom for over 25 years and enjoys cheering for her son, who is a professional with the Binghamton Blackbears. Vacations typically include family time at the beach.
Jen has worked in the wealth management and financial planning industry for about 25 years. Her focus, as a portfolio analyst, has been on helping the advisors develop and run a customized investment process that meets the needs of the clients, which includes due diligence, investment research, and the art of portfolio construction. Jen treasures opportunities to grow and learn and deeply enjoys creative problem-solving collaborations with other professionals. She is passionate about helping people explore wealth and how they invest and replenish their vital energy and resources.
She is a member of the Nazrudin Project, which is an influential and visionary think tank made up of financial advisors and therapists from all over the world. Nazrudin is very forward thinking, innovative, and takes a deep inward dive to explore our relationships with ourselves, others, and money. She carries on that spirit in her work by helping people connect with themselves, each other, and a bigger vision.
Designations, Registrations, Professional Associations:
- FINRA Series 7 and 66 securities registrations
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- 21/64 Certified Advisor in Multigenerational Philanthropy
- Nazrudin Project
- Purposeful Planning Institute
Jen is also a licensed massage therapist, specializing in craniosacral therapy, and a recording artist. She is a free spirit, long time meditator, loves to travel, and spends most of her free time with family, friends, and dog, Rubi. She definitely lives her personal motto – Just be yourself.
“There is a vitality, a life force, an energy, a quickening, that is translated through you into action, and because there is only one of you in all time, this expression is unique. And if you block it, it will never exist through any other medium and will be lost.”
- Martha Graham.
Jessica Ryan, FPQP®
Client Service Specialist
Jessica Ryan is a Client Service Specialist utilizing her innate ability to care for people, her love of all things finance, and her fantastic organizational capabilities. She currently manages the backend work for the advisors, helps take care of client needs and paperwork, and stays on top of updating clients with market changes or legislation that might affect their plans. Communicating is one of the most important parts of her job.
“I love being a part of the work that goes into helping clients hit their goals and live their best life.”
Jessica started out in recruiting at a financial firm and there became very interested in the finance industry. Dan Tucker, a family friend, reached out when he heard this, and Jessica soon joined his team at Tucker-Haskins in 2021. This opportunity not only gave her a chance to work within finance but also be part of a company that treats their team like family, are great with collaboration and gives her the opportunity to be more hands on with clients.
Jessica loves being able to do what it takes to do right by the clients. It is a company philosophy. Her current experience working with the clients is leading her down a career path to becoming a financial advisor, where she can make a more direct impact in taking care of clients and helping them realize their financial dreams. As a proud graduate of SUNY at Oswego in NY, she graduated with a degree in Business Administration and Communication & Social Interaction.
Her passions include traveling, enjoying upstate NY parks, and all things that include being outside - especially near or on water. Her favorite summer escape is taking trips to Skaneateles, where she has many fond memories and loves making more. On weekends, she spends quality time with her boyfriend & their dog, as well as friends & family by coordinating fun events for everyone to enjoy.
Bodie enjoys spending time with his family, chasing squirrels, basking in the sun, greeting clients, and exercising.
Learn how we can help prepare you for a more
fulfilling financial future.