Lindsie has been with Steuben Consultants since 2002 and her current title is Registered Representative. Her responsibilities include the processing of trade instructions, internal regulatory compliance, record keeping and client communications.
Lindsie is a graduate of the Elmira Business Institute and SUNY Empire State College, where she earned a Bachelor’s of Science Degree in Business Management and Economics with a concentration in Finance. She has earned four professional securities and insurance licenses, is certified to sell and market the New York State Partnership for Long-Term Care Insurance, and also acts as a Notary Public.
Lindsie and husband Eric own a home and raise their family in Hornell, NY. She is a past member of the Hornell Rotary Club having served on the Board of Directors, as president, treasurer and secretary. Lindsie is also past treasurer of the Avoca Historical Society and past volunteer on the Avoca Old Thyme Community Harvest Committee and the Avoca Parks and Recreation fundraising committee. She has also served as a Scout leader and Cub Scout Leader.
Mark has been providing financial advice and money management services for 40 years, beginning a post-college career with Prudential Insurance Co. in 1979. In his first five years he focused on financial planning, working with Investor Diversified Services (IDS) and American Express Financial Services. He became an independent financial advisor in 1985 and now concentrates on investment management. In January, 2000, he formed Steuben Consultants, Inc. where he serves as advisor and company president.
During his career, Mark has earned seven professional securities and insurance licenses. He taught in the Financial Services program at Alfred State College as an adjunct professor in 2002 and 2003. In addition to working with his own clients, Mark also serves as a Registered Principal at Cadaret, Grant & Co., Inc., providing supervisory oversight to other advisors.
Mark has also been appointed to the Board of Directors of Maple City Savings Bank in Hornell, NY where he has served on the Audit, Asset and Liability, and Strategic Planning Committees.
Mark is an Honors graduate of the State University College at Fredonia, NY, where he earned a Bachelor of Arts in Political Science, with a Minor Degree in History and concentration in Business Administration.
Mark also stays very active in the areas of investments, insurance, and financial planning issues as part of his professional licensing and continuing education curriculum. He is certified to sell and market the New York State Partnership for Long-Term Care Insurance and acts as a Notary Public.
Mark has been involved in many community service organizations during much of his career. He is currently a member of the Hornell Rotary Club, serving as a member of the Board of Directors, a past President and as Club treasurer. He is a former Director of the Bethesda Foundation, a not-for profit financial foundation serving medically related needs in the Hornell, NY area. He is a past-President of the Board of Directors of Faith-in-Action of the Greater Steuben County Area and of Camp STAR, an overnight camp for special needs children. Mark and his wife, Mary, reside in Hornell where they enjoy the company of their four grandsons, Brennan, Ryan, Jaidan and Adam.