Our Experts

 Susan C. McLain, CRPS®

Susan has spent over 20 years working in the financial services industry and specializes in retirement plans. She holds a Chartered Retirement Plan Specialist (CRPS®) designation.  She manages the service department of the financial services and ensures our team provides the highest quality customer support. 

Susan is a graduate of Oneonta State University of New York with a B.A.  She is a FINRA Registered Series 6 And FINRA Registered 63, and is Life, Accident, Health and Variable Annuity licensed.

  

 

 

Edward P. Yetsko, MBA, CFP®

Ed is a partner and Senior Vice President at The Partners Insurance and Financial Services and heads up the firm's Financial Services Center.  He also serves as the manager for the firm's branch office of Cadaret, Grant & Co., Inc., an independent broker dealer based in Syracuse, NY.    He is a graduate of the United States Naval Academy and is a retired Captain in the Naval Reserve.  Ed holds the Certified Financial Planner TM professional designation and also earned an MBA with concentration in finance from Binghamton University.  He is an adjunct faculty member in the Business Department at Broome Community College where he has taught courses in business finance, investment securities licensing, general and international business, and quantitative business analysis.

Ed's financial planning practice is focused primarily on retirement planning and retirement income management, including the critical decisions to be made regarding the analysis of pension options and qualified retirement plan distributions and rollovers.

 

 Other Team Members

In addition to the primary retirement plan contacts, The Partners employs a numbers of professionals in the financial services department. Meet the team.