Our Team

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John A. Forte, CLU®, ChFC®

Financial Advisor | Founder
Managing Partner – Latham Office

  • 33 years in the financial services industry
  • Graduate of Syracuse University with Bachelors in Political Science
  • Life member, Million Dollar Round Table*
  • Qualifying Member (2008-2018), MDRT Court of the Table
  • Qualifying Member (2017-2018), MDRT Top of the Table
  • Member, New York Life Chairman’s Council (2005, 2007, 2017-2019)
  • Investment Adviser Representative with Eagle Strategies LLC, A Registered Investment Adviser
  • Registered Representative with NYLIFE Securities LLC
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Member of the Capital District Association of Insurance and Financial Advisors
  • Past President of Eastern New York Chapter of The Society of Financial Service Professionals.
  • Active involvement in local non-profit organizations.
  • Married to Suzanne with two daughters, Marisa and Jessica.

CA Insurance Lic. #0H03596

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John M. Scheidegger

Financial Advisor
Managing Partner – Saratoga Springs

  • 20 years in the financial services industry
  • Graduate of Siena College with BS in Finance
  • Registered Representative with NYLIFE Securities LLC
  • Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor
  • NYL Chairman’s Cabinet 2019 – The top 50 Producers in the Company
  • Member, New York Life President’s Council (2010-2018)
  • Qualifying Member 2019 MDRT* Top of the Table
  • Qualifying Member (2012-2018), MDRT* Court of the Table
  • 2008-2018 Qualifying Member, MDRT*
  • Member, Capital District Association of Insurance and Financial Advisors
  • Active involvement with the Northeastern Chapter of the Arthritis Foundation
  • Member Estate planning Council, Eastern New York
  • Lives in Saratoga area with his wife Julie and daughter Addison. When John is not working, he enjoys spending time with his family, fishing, golfing and skiing.

CA Insurance Lic. #0M29382

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Phillip Mabey

Financial Adviser

  • Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor
  • Graduated from Keene State College in 2008
  • New York Life Executive Council (2014-2018)
  • NYL Rookie of the year 2014
  • FINRA Series 6, 63, 66 & 7 Licensed
  • New York Life Career Life Success Award 2014
  • New York Life Life Producer Award 2015
  • Member Eastern NY Society of FSP
  • 2018 Million Dollar Round Table Qualifier
  • 2019 NYL Agents Advisory Council (AAC)
  • Board Member for Eastern NY Society of FSP
  • Registered Representative with NYLIFE Securities, LLC
  • Lives in Bethlehem with wife Kathryn
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Christopher Bowens, CLTC

Junior Partner

  • Graduated from University of South Carolina
  • Multiple Executive Council member (2013-2014) with New York Life
  • NAIFA Member
  • Career Life Success Award Winner (2012)
  • Cultural Award Winner 2014
  • FINRA Series 6 & 63 Licensed
  • New York Life Rookie of the Year 2012
  • Father of twin girls
  • Primary residence in Clifton Park, NY w/secondary in Keeseville, NY
  • Registered Representative with NYLIFE Securities, LLC
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Melissa L Shriver, LSA

Chief Operations Officer

  • Melissa grew up in East Greenbush, NY.
  • Melissa joined Wealth Strategies Group in 2003 as an Aministrative Assistant and has since been promoted to COO.
  • Melissa manages all executive functions and day to day operations.
  • Melissa currently holds the Life and Health License.
  • Melissa lives in Springwater, NY with her husband Ken, their son Mason, and their dogs Mordecai and Rigby. Together they enjoy hiking, swimming, camping and enjoying nature.
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Autumn Sims

Associate Financial Advisor | Registered Service Assistant

  • Autumn grew up in Corinth, NY. After high school, she attended SUNY Adirondack to receive her Associates in Business Administration. She then went on to attend Massachusetts College of Liberal Arts achieving her Bachelors in Mathematics, graduating Magna Cum Laude.
  • Autumn joined Wealth Strategies Group in June of 2013 and currently holds the FINRA Series 7, 66, 63, 6 & Life and Health License.
  • Autumn lives in Ballston Lake with her husband, Alex. Togther they enjoy snowboarding, fishing and hiking with their dog, Khloe.
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Jon Toper, CLU®

Team Development Consultant | Advisor Support

  • Financial Services industry since 1987
  • Graduate of SUNY Polytechnic Institute:  Bachelor of Professional Studies Degree
  • New York Licenses held: Life, Variable, Health, Property/Casualty
  • Series 6 & 63 Registrations
  • Registered Representative with NYLIFE Securities LLC
  • Chartered Life Underwriter (CLU®)
  • Current member as well as Past President and National Advisor of Eastern New York Chapter of The Society of Financial Service Professionals.
  • New York State Masons 30-year member
  • Support Specialty Areas:  Retirement/Social Security; Risk Management; Income Protection; Personnel Development/Continuing Education/Process Improvement
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Jodi K. Herman

Financial Paraplanner Qualified Professional® - Saratoga

  • Jodi’s responsibilities include financial planning support services, client service administration, and account operations. She is committed to ensuring that each client receives excellent service and has an exceptional experience with the practice.
  • Jodi earned a Bachelor of Science in Business Administration from Wake Forest University and an M.B.A. from Boston University. She attained her Financial Paraplanner Qualified Professional designation from the College for Financial Planning in December 2010. In 2013, she attained her Series 7 and Series 66 licenses.
  • Prior to joining the practice, Jodi was an Account Executive and Client Service Associate with Raymond James Financial Services for 10 years where she provided financial advisory services, including wealth management, client service and account operations. Prior to that, Jodi was a Senior Manager for a Boston based software development consulting firm that provided services to the financial services industry. She also managed a group that provided business analysis and project management services to the industry’s largest mutual fund and annuity administrators.
  • Jodi lives in Wilton, New York with her husband and their three children. She is active with several charitable organizations and enjoys attending her children’s sports activities, skiing, reading and spending time with family and friends.

*The Million Dollar Round Table, (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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