Allow me to introduce myself...

The experiences and accomplishments of my life, some which are outlined below, complete the picture of my background as a financial advisor.

I became a financial advisor because I wanted to help people like you - to have a positive impact on their lives. My goal is to help you build your plan on a strong and secure financial foundation.

I want you to feel comfortable working with me. I encourage you to review my background. My experience and accomplishments are the foundation of what I have become today.

Education
Degree Major Institution State
Bachelor of Science Business Plymouth State
College
NH
Chartered Life
Underwriter
Insurance American College PA
Chartered Financial
Consultant
Financial Planning American College PA
Life Underwriter Fellow Insurance American College PA

Industry Awards and Membership
Description Dates
NQA 1985-1989, 1991-2010
NSAA 1984-1994, 1996-2010
MDRT Top of the Table Member 2004-2010
MDRT Court of the Table Member 1981-2010
MDRT Qualifying Life Member 1985-2010

Society of Financial Service Professionals twenty year member

Silver Knight-MDRT Foundation

I have been a financial advisor since 1982.


Vanderzee Financial Advisors & Insurance Agency, LLC.
2A Halfmoon Executive Park, Suite B
Clifton Park, New York 12065

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