Our Team

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John A. Forte, CLU®, ChFC®

Financial Adviser |  Founder

  • 34 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 (2017-2020), MDRT Top of the Table
  • Member, New York Life Chairman’s Council (2005, 2007, 2017-2021)
  • 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 Advisers
  • 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 Adviser
Managing Partner – Saratoga Springs

  • 22 years in the financial services industry
  • Graduate of Siena College with BS in Finance
  • Registered Representative with NYLIFE Securities LLC
  • Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser
  • NYL Chairman’s Cabinet 2019 – The top 50 Producers in the Company
  • Member, New York Life President’s Council (2010-2018)
  • Qualifying Member 2019-2020 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 Advisers
  • 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 Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser
  • Graduated from Keene State College in 2008
  • New York Life Executive Council (2014-2018)
  • New York Life President's Council (2019-2021)
  • 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
  • 2018-2019 Million Dollar Round Table Qualifier
  • 2019 NYL Agents Advisory Council (AAC)
  • Past President for Eastern NY Society of FSP
  • Registered Representative with NYLIFE Securities, LLC
  • Lives in Slingerlands with wife Kathryn and their sons Michael and Matthew
 
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Autumn Sims

Financial Adviser

  • Team Member with WSG since June 2013
  • Magna Cum Laude graduate of MCLA with Bachelors in Mathematics
  • New York Life President's Council 2020-2021
  • Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser
  • Registered Representative with NYLIFE Securities LLC
  • FINRA 6, 63, 66 & 7 Licensed 
  • When not working, Autumn enjoys snowboarding, fishing and hiking with her dogs.
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Melissa L Shriver, LSA

Director of Operations

  • Melissa grew up in East Greenbush, NY.
  • Melissa joined Wealth Strategies Group in 2003 as an Aministrative Assistant and has since been promoted to Director of Operations.
  • 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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Jodi K. Herman

Associate Financial Adviser – Saratoga Springs

  • 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.

Andrew Shriver

Licensed Service Assistant - Latham

  • Andrew joined Wealth Strategies Group in 2020 as a Licensed Service Assisant.
  • Andrew holds the Life, Accident and Health License.
  • Andrew placed in the top percentiles on various aptitude tests, such as the SAT and ACT, and was among the top students of his graduating class, however found other interests outside of higher education after high school.
  • Andrew handles many of the behind-the-scense processes for the Latham office.  If you have general questions or need help on your accounts, chances are you will be working with him.
  • Andrew lives in the Clifton Park area with his fiancee Jade, and their 2 boys Oliver and William.  As an avid bowler, Andrew hopes to get the rest of the family in on it as they grow up.

 

Anna Jacobson

Administrative Assistant - Saratoga Springs

  • Anna is the first point of contact in the Saratoga Springs office of Wealth Strategies Group and is responsible for the day-to-day operations of the office.  
  • Clients find Anna to be a pleasure to work with as she is always upbeat, positive, and happy to help. Her repsonsiblities include scheduling client revies and appointments, preparing for appointments, gathering information from clients for new business, processing service reqeusts and coordiating insurance new business.
  • Anna was born and raised in northwester Wisconsin and is no stranger to the cold and snow of New York. Before moving to New York this past summer, Anna spent 5 years in the Salt Lake City area of Utah where she obtained her Financial Paraplanner Qualified Professional designation.
  • Anna has more than 15 years experience as an office administrator. In addition to working in the Financial Planning industry, Anna has experience working in both the medical and dental fields.
  • During her time off, Anna enjoys spending time with her family and friends.  She lives in Latham, NY with her sister and 2 adorable puppies.

 

*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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