Our Team

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John A. Forte, CLU®, ChFC®

Financial Advisor

  • 30 years in the financial services industry
  • Graduate of Syracuse University with Bachelors in Political Science
  • Life member, Million Dollar Round Table*
  • Qualifying Member (2008-2016), MDRT Court of the Table
  • Member, New York Life Chairman’s Council (2005, 2007, 2012-2016)
  • 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.
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John M. Scheidegger

Financial Advisor

  • 17 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
  • 2008-2016 Qualifying Member, MDRT*
  • Qualifying member (2012-2016), MDRT Court of the Table
  • Member, New York Life President’s Council (2010-2016)
  • 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
  • John lives in the Saratoga Springs area with his wife Julie and daughter Addison. When John is not working he enjoys spending time with his family, fishing, and golfing.
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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 (2015-2017)
  • NYL Rookie of the year 2014
  • 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
  • Lives in Bethlehem with wife Kathryn
  • Registered Representative with NYLIFE Securities, LLC
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Christopher Bowens

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
  • 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

Chief Operations Officer

  • Melissa grew up in East Greenbush, NY. After high school, she moved to Grand Rapids, MI and worked in a leadership position as Returns Coordinator at Summit Entertainment for 5 years.
  • After leaving Michigan in 2003, she accepted the position of Office Manager for Wealth Strategies Group and has since been promoted to C.O.O.
  • Melissa manages all executive functions and day to day operations of the office.
  • Melissa lives in Latham with her husband, Ken, their 3 sons and their dogs Rigby and Mordecai. Together, they enjoy hiking and back country camping in the Adirondacks.
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Autumn Sims

Director of Marketing and Client Relations

  • 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 is a member of Phi Theta Kappa and Alpha Chi, Honor Societies.
  • Autumn joined the Wealth Strategies Group in June of 2013 as their Administrative Assistant. Since then she has taken the role of Director of Marketing and Client Relations
  • Since starting with Wealth Strategies Group, she has passed the FINRA Series 7, 63, 6, 66 and has become an RSA for the group.
  • Autumn currently lives in Clifton Park with her husband, Alex. They enjoy snowboarding, fishing, and hiking with their dog together.
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Jenny Lessner

Client Relations Manager

  • Jenny grew up on Long Island in Oakdale, New York & now lives in the Ballston Lake area with her husband Ben who recently retired from the US Navy after twenty years of traveling from Japan to Maryland.
  • Jenny has over 6 years’ experience in the insurance industry along with an Associate’s Degree in Business Management from UMUC Asia.
  • Jenny joined the Wealth Strategies Group in December of 2015 as the Client Relations Manager for John Scheidegger.

*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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