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  3. Our Team

Our Team

 

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Joe Marchese, CFP®

FINANCIAL ADVISOR

718.667.5050
jmarchese@fpcamerica.com

Joe began his investment career with Shearson Lehman Brothers at a time when the Wall Street brokerage model was based on products, transactions, and sales commissions. After three years at Shearson, he broke away and founded Financial Planning Concepts of America. Joe has a Bachelor of Science in Economics from Baruch College, a Masters degree in Education from Columbia University, and has completed four years of Doctoral work and most of his Dissertation for a Ph.D. in Social Psychology. His dissertation research focused on Behavioral Finance concepts including the relationship between emotions and more rational elements in decision-making. He has been using Behavioral Finance principles to help clients make better investment decisions for almost 40 years.

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Bruce Tobin, CRPC

FINANCIAL ADVISOR

718.667.5050
bruce.tobin@worldadvisors.com

With an upbringing influenced by public service, Bruce has always focused on helping others. He recognizes each person is unique and takes the time to understand and appreciate each client’s individual goals. Bruce focuses on retirement planning, tax planning and wealth management. He creates and implements a financial plan that fits clients’ distinct goals, wants and needs. He applies himself on a daily basis, striving to provide the highest caliber of holistic financial planning and wealth management to his clients – all with the intent of helping them reach their short- and long-term objectives. Bruce earned dual degrees in economics and international affairs from The George Washington University.

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Sam Chamberlain, APMA, AIF

FINANCIAL ADVISOR

718.667.5050
sam.chamberlain@worldadvisors.com

Sam is best described as down to earth, a relatable partner who will provide you with the guidance needed to create a sound financial plan. He is dedicated to his work and enjoys building strong and lasting relationships. Sam is personable and engaging, but don’t let his easy-going nature fool you. He will challenge you with his honest approach to ensure you are making decisions that work for you and your financial future. Sam began his career as a financial advisor in 2008, during the Great Recession. Although this was a trying time, it allowed Sam to showcase his natural talent for addressing clients’ worries and successfully navigating challenging periods.

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Frances Smith

CLIENT RELATIONSHIP MANAGER

718.667.5050
fsmith@fpcamerica.com

Fran joined Financial Planning Concepts in 2019 and serves as our Client Relationship Manager. Prior to joining our firm, she served for 17 years as a Vice President and Senior Client Relationship Specialist of the Private Wealth Client Services division at the Capital Group Companies in Manhattan, and an Operations Officer at Donaldson Lufkin Jenrette Asset Management. Fran attended Northwestern University and earned her certification in Trusts and Estate Planning.

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Kelsea Yeskevicz

DIRECTOR OF CLIENT RELATIONS

718.667.5050
kelsea.yeskevicz@worldadvisors.com

Kelsea’s essential role entails daily interactions with clients, including building and maintaining positive working relationships and establishing plans that help our clients work toward achieving short- and long-term goals. Kelsea takes great pride in her role, especially when assisting others in ensuring they are financially secure and prepared to handle both life’s unexpected challenges and celebratory moments. Kelsea began her career with Fidelity Investments. There, she worked in sales and consulting for institutional clients. She earned her bachelor’s degree in finance at the University of Rhode Island.

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Jamie Skaggs

CLIENT RELATIONSHIP MANAGER

718.667.5050
jamie.skaggs@worldadvisors.com

Jamie’s compassionate and dependable nature drives her to be more than a part of clients’ financial planning team. She enjoys getting to know our clients personally, from what they enjoy, where they love to travel, and how involved they are with their kids/grandkids, community, and beyond. Jamie is passionate about working with people to help them explore their needs and wants for today while ensuring they save for the future. She understands numerous paths to financial independence and enjoys sharing this knowledge with clients. Before joining our team, Jamie’s final role was an Associate Financial Advisor at Ameriprise Financial where she worked for nineteen years. Jamie earned a bachelor’s degree in financial services and a bachelor’s degree in human resources with an emphasis on employee benefits.

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Kelsey Kapulka

OPERATIONS MANAGER

718.667.5050
kelsey.kapulka@worldadvisors.com
Kelsey provides critical support across our team to ensure our clients and advisors are equipped with the resources they need to be successful. Kelsey’s attention to detail, ambition, and compassion are essential to serving clients effectively. Kelsey is also one of the first points of contact for our clients and strives to create a positive environment, including being a trusted resource to find solutions and clearly communicating in a timely manner. She strongly believes in delivering excellent customer service and is committed to providing her best efforts to make the lives of others easier. Kelsey has earned an associate of science degree in human services.

Let’s set up some time to talk today.


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