Geoffrey McDermid,CLTC, LUTCF®, LACP, CLU®
President and Chief Executive Officer
Geoff is married to his wife Serena and they have two children, son Matthew, daughter Candace and one grandchild.
Professional Affiliations:
Financial Planning Counselors of WNY
National Association of Insurance & Financial Advisors (NAIFA)
Finseca – formerly the General Agents & Managers Association (GAMA)
Professional Accomplishments:
Started career in September of 1996
GAMA-Career Development & Frontline Managers Award 2004-2015
NAIFA-New Associate Panelist 1998
MassMutual-Career School Qualifier & Fast Start Award 1997
MassMutual-Sales Manager School 1st Class 2001
MassMutual-Sales Manager Premium Leader 2007
Achieved the LUTCF and CLU designation through the American College
Achieved the LACP designation though NAIFA
Areas of Practice Specialty:
Financial Planning
Business Succession Planning
Life Insurance
Long Term Care Insurance
Estate Planning
Disability Income Insurance
Community Involvement
Founding Member of the Michael J. McDermid Exemplary Citizenship Fund
Trustee of the Theodore Roosevelt Inaugural Site Foundation
Board Member of the Mount St. Mary's Hospital Foundation
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