FJG

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About Us | Staff Directory

Mitch is President and CEO of the Fleischer Jacobs Group.

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Mitch Fleischer

President

mitch@fjgfinancial.com

Sandy is one of the founders of FJG and an insurance broker.

full bio

Sandy Jacobs

Co-Founder

sjacobs@fjgfinancial.com

Directory by Last Name
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 Trudy works in the Asset Management department as a financial advisor to individual clients and retirement plan participants assisting them to meet their financial goals.

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Trudy Andrews, J.D.

Investment Advisor Representative*

tandrews@fjgfinancial.com

Mark works in the Retirement Planning Services department helping individuals and business clients with their financial planning needs. His primary areas of expertise involve comprehensive portfolio construction and investment management services. Other concentration areas include: conducting manager searches and due diligence on retirement plans; implementation of performance measurement and analysis on mutual funds; and running group educational meetings.

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Mark Aridgides

CFP

Certified Financial Planner
Accredited Investment Fiduciary

mark@fjgfinancial.com

Owen is the Chief Operating Officer for the Fleischer Jacobs Group.

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J. Owen Banks

Chief Operating Officer

obanks@fjgfinancial.com

Working closely with the COO in the accounting department, Mallory brings solid technical training to the Fleischer Jacobs Group.

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Mallory Briggs

Operations Manager

mbriggs@fjgfinancial.com

Gennette puts her significant experience in Human Resources Management to work for FJG clients in their benefits needs. Working with FJG's Brokers, Gennette helps to service and develop comprehensive Employee Benefits plans for FJG clients.

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Gennette Carr

Employee Benefits Specialist

gcarr@fjgfinancial.com

Tim is an Advisor at FJG serving clients with employee benefits plans, life, disability and long term care insurance for both individuals and businesses. A well rounded financial professional, Tim also specializes in Business Exit Planning and Long Term Care insurance.

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Tim Cope

Investment Advisor Representative*

tcope@fjgfinancial.com

 Licensed in Vermont Accident, Health and Life Insurance, Joanne assists FJG Advisor Tim Cope with all aspects of client relationships, from the underwriting process of receiving insurance policies issued to coordinating client service.

Joanne Cross

Executive Assistant

joanne@fjgfinancial.com

Marc is a Certified Financial Planner™ at FJG .Working in Fee-based Comprehensive Financial Planning for families and individuals, Marc's focus is on helping clients develop a body of financial assets that fit the future they envision for themselves.

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Marc Fragola

Certified Financial Planner Professional

Investment Advisor Representative*

mfragola@fjgfinancial.com

Lee manages the compliance requirements for all FJG retirement plan clients. She works to ensure that  our clients' retirement plans are establishing and maintaining IRS  and Department of Labor regulations and standards.

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Lee Gadbois-Loisel

Retirement Plans Compliance and Conversion Manager

Investment Advisor Representative*

lee@fjgfinancial.com

Matthew has joined FJG as an Investment Advisor Representative bringing over 25 years of insurance, agency and financial planning experience. Matthew's primary responsibilities will focus on establishing new and maintaining his current  long term relationships with his clients in the areas of asset management, retirement income and estate planning.

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Matthew Granai

Investment Advisor Representative

MS Financial Planning

mgranai@fjgfinancial.com

As a Financial Services Professional, Carrie advises clients on the wide range of financial services and disability plan options FJG offers, helping to ensure they are protected in case of need.

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Carrie Griffin

Financial Services Professional

Registered Representative*

cgriffin@fjgfinancial.com

As Office Manager/Receptionist, Anne handles a wide- range of administrative work and serves as FJG's liaison between clients and brokers.

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Anne Herr

Office Manager/Receptionist

aherr@fjgfinancial.com

Don Jenkins takes personal satisfaction in making complex concepts easy for clients to understand. For the past 20 years, he has helped business owners and others apply sound asset management practices to bolster their financial security.

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Don Jenkins

Financial Advisor

djenkins@fjgfinancial.com

Judie works as an assistant to several FJG Advisors. She has over 20 years of experience as a licensed agent and broker.

Judie Jones

Executive Assistant

Registered Representative*

jjones@fjgfinancial.com

Alexandra, (also known as Lexie), works closely with Marc Fragola, CFP ™ as his Client Service Coordinator. Lexie's responsibilities focus in the financial planning area, where she coordinates and assists clients with the necessary paperwork, education and assistance needed to meet their financial planning strategies.

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Alexandra Kaknes

Client Service Coordinator

lkaknes@fjgfinancial.com

 

With primary responsibilities in FJG's accounting department, Maureen brings 25 years of solid experience to the department.

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Maureen Labraney

Accountant

mlabraney@fjgfinancial.com

Shayla is the Administrative Assistant in the Retirement Plans Services department. She is involved in all aspects of retirement plan administration.

full bio

Shayla Ruland

Administrative Assistant Retirement Plan Operations

sruland@fjgfinancial.com

Judy Sassorossi works in FJG's Group Insurance Department, providing education, technical and administrative support to employers and employees for their Health and Welfare benefits.

full bio

Judy Sassorossi

CLU, ChFC, FLMI

Registered Representative*

judys@fjgfinancial.com

As the Director of Retirement Planning Services, John focuses on the overall strategy and vision for meeting the needs of our retirement plan clients. His sub-specialty areas include non-qualified deferred compensation and Self-Directed IRA's.

full bio

John Servin

Director of Retirement Planning Services

Investment Advisor Representative*

jservin@fjgfinancial.com

Saul Skrocki brings 15 years of experience in benefits, compensation and consulting to his current role as Director of Group Benefits at FJG. Working with a diverse group of employers, Saul partners with his clients to help them design, implement and manage effective strategies for their benefit programs.

full bio

Saul Skrocki

Director of Group Benefits

sskrocki@fjgfinancial.com

620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

© Fleischer Jacobs Group 2006-2014

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620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

© Fleischer Jacobs Group 2006-2014

 

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