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 Designee – since 2003
  • 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.

SummitClub_seal
 

Daniel Tucker is proud to have been recognized as a Summit Club advisor for 2019—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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.

SummitClub_seal
 

James Haskins is proud to have been recognized as a Summit Club advisor for 2019—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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

Alyssa Chartrand

Marketing Manager/Bookkeeper

Business Experience

  • National Graphics, Bookkeeper
  • Ruby Tuesdays, Server/Bartender
  • Tucker-Haskins and Associates, Client Service Coordinator

Professional Certifications

  • Notary Public
  • Quickbooks

Education

  • Onondaga Community College
  • Cayuga Community College
  • Jordon Elbridge High School

Personal

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

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

Associate's Degree in Accounting
Broome Community College
Binghamton, NY

Business Experience

  • 1991–present, Office Manager, Administrative Assistant, 401(k) 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.

Cara Chamorro

Client Service Specialist

Jennifer Laun

Portfolio Analyst

Jen has worked in the wealth management and financial planning industry for over 20 years. Her focus has been on investment research and portfolio construction. She is passionate about helping families, young people, and financial advisors learn about their relationship with money, to develop inner wealth, and to experience overall well-being.

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. The Project 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 PLANNERTM
  • 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 her partner, Greg, his son, Asher, and their awesome pups, Rubi and Bubba.

 

Bodie Tucker

Office Mascot

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