PROGRESSIVE FINANCIAL PLANNING SERVICES - Key Persons

Job Titles:

• Vice President of Research & Administration

Alexander Vasilakis' experience in financial consulting began in the retail banking industry where he focused on community development. While in banking he worked to teach depositors that the wealthy are not the only ones who can benefit from financial planning. Alexander's knowledge of financial products and services include retail banking, lending, finance and underwriting. His experience combined with his degree in Finance and his completion of the Certified Financial Planning program make him an ideal VP of Research and Administration. He is also a licensed life insurance agent in New York. Mr. Vasilakis is an FINRA Licensed Administrative Assistant with Cadaret, Grant & Co. Inc., member FINRA/SIPC.

Job Titles:

• Financial Advisor

Anthony DellaRocca joined Progressive Financial Planning Services, Inc. as a Registered Representative in 2016 and offers products through, Cadaret, Grant & Co. Inc., member FINRA/SIPC. He holds a Bachelor of Arts in American History with a minor in Economics from the State University of New York at Oneonta. Mr. DellaRocca started his career at J.J. Kenny Drake, a wall street bond broker, where he rose to the rank of Assistant Vice President of Operations. He then went on to run his successful family business for over 25 years. In his spare time, he is a historian and has devoted his time to preserving and documenting the local civil war history of the 127th New York Infantry known as The Monitors.

Job Titles:

• Director
• Principal
• Vice - President
• Member of the Financial Planning Association
• Vice President / Principal & Director of Advisory Services

Michael Godfrey, Vice-President/Principal & Director of Advisory Services, at Progressive Financial Planning Services, has been a Certified Financial Planner™ Practitioner since 2001. He holds a Masters Degree in Finance from St. John's University and a Bachelor of Arts in Economics from the University at Albany, State University of New York. Mr. Godfrey is also a Registered Principal, and offers products through, Cadaret, Grant & Co. Inc., member FINRA/SIPC. He is authorized to perform securities transactions in multiple states and is a licensed life, health, and disability agent in the state of New York. In addition to being an active member of the Financial Planning Association, Mr. Godfrey has also contributed to an investment advice column in Newsday, and has been a guest on the radio show, "Marc Lichtenfeld's Get Rich with Dividends". Michael and his wife Maureen live in East Setauket, New York with their 2 children, Ryan and Julia. In his free time, Michael enjoys playing guitar, cooking, traveling, and spending time with his family.

Job Titles:

• Financial Advisor
• Registered Representative

Michael Triebwasser has been a Registered Representative since 1999 and has focused his practice on families and small businesses. His specializes in the use of a macroeconomic viewpoint to help clients understand the financial decisions they are making. Michael's history in the financial services world started at a large insurance firm which allowed him to truly understand how institutions work and transfer that knowledge to his clients. He is both insurance and securities licensed in multiple states and offers products through, Cadaret, Grant & Co. Inc., member FINRA/SIPC. In his spare time Michael enjoys fishing, traveling and playing sports with his children.

Job Titles:

• Founder
• President
• Member of the Financial Planning Association

William Bulmer is the Founder of Progressive Financial Planning Services, Inc., and has been a Certified Financial Planner (CFP®) since 1987. In addition to servicing traditional retail clients, he has extensive institutional wealth management experience in Private Banking, Hedge Funds and Family Offices. William has been an active member of the Financial Planning Association for over twenty five years, has written articles for industry journals as well as traditional newspapers, and is both securities and life insurance licensed in multiple states. He is also a Registered Representative with, and offers products through, Cadaret, Grant & Co. Inc., member FINRA/SIPC. He holds a Masters Degree in Finance from Hofstra University, and a Bachelor of Science in Business Management from St. John's University.