About us

Larry Wilbur
Regional Sales Advisor

Location: Greenwich, NY
Licensing: Life Accident & Health- NY, PA,NC,SC
Fixed Annuities, Investments, Financial Planning, Mutual Funds
Experience: 30 years

Jamie Clute
Sales Advisor, Senior Health Plans

Location: Fort Edward, NY
Licensing: Life Accident, Health, Auto & Home - NY, VT
HSA, HRA, Flex Plan Administrator, Worksite Benefits
Certified in both individual and SHOP in the New York State of Health Market Place
Experience: 6 years

Hannah Strong
Managing Partner

Location: Fort Edward, NY
Licensing: Life Accident, Health, Auto & Home - NY, VT
Employee Benefits, Client Relations, Account Management, Customer Service and Support
Certified in both individual and SHOP in the New York State of Health Market Place
Experience: 9 years

Stephen Acciani
Senior Regional, VP

Location: Chatham, NY
Licensing: Life Accident & Health- NY, MA, CA, NJ. Property & Casualty- NY
Fixed Annuities, Investments, Financial Planning, Self-Funded Plans
Certified in the Small Health Option Plans (SHOP) in the New York State of Health Market Place
Experience: 23 years

Craig Fawcett
Principal

Location: Fort Edward, NY
Licensing: Life Accident & Health- NY, VT. Property & Casualty- NY
Employee Benefits, Self-Funded Plans, PBM Services, Marketing Strategy
Certified in both individual and SHOP in the New York State of Health Market Place
Experience: 28 years

Elizabeth Acciani
Administrative Assistant

Location: Chatham, NY
Experience: 11 years
Customer Service and Client Relations
Licensing: Life, Accident & Health
Certified in the Small Health Option Plans (SHOP) in the New York State of Health Market Place

Richard P. Pauli, CFP, ChFC
Pauli Financial Group, LLC
945 Route 146, Suite 200
Clifton Park, NY 12065
Phone: (518) 383-1238 opt. 1