Andrew J. Brown
Andrew was born in Brooklyn, NY and attended St. Francis de Sales Elementary School and Archbishop Molloy High School. He is a graduate of Pace University in Pleasantville, NY.
Andrew began a banking career at Citibank in 1989. This career spanned eleven years and three major commercial banks. During seven years at Citibank he advanced through a number of marketing and retail positions. During this time he was formally trained in consumer credit, and managed departmental budgets.
Andrew began to focus his career toward the commercial side of the banking industry. He spent the following years in the business banking departments of PNC Bank in New Jersey and Chase Manhattan Bank in White Plains, New York. During this time, he received formal training in commercial credit and obtained insurance licenses through the State of New York. In these positions, he became involved with all the financial aspects of his clients’ businesses including commercial credit, investments, tax planning and business insurance. His clientele consisted of financial, legal, and medical professionals as well as wholesalers and retailers. These were primarily closely held corporations that ranged up to five million dollars in annual sales. He ended his banking career as an Assistant Vice-President at Chase.
In early 2000, Andrew formed Strategic Planning Services, Inc. SPS is a financial consulting practice that provides financial services to both consumer and business markets. Consumer specialties include estate preservation, insurance programming and retirement planning. Business programs include succession planning, buy-sell and cross purchase agreements, split dollar and bonus arrangements, group health/life/disability as well as payroll budgets.
Andrew lives in Putnam County with his wife, Meg, and their three children. He has been an Adjunct Professor at Westchester Community College for the Professional and Personal Development Department where he teaches a series of courses on money and finance. He serves his community a Scout Leader, baseball, softball and basketball coach. He served for 10 years as a volunteer firefighter in the Mohegan Fire District and Putnam Valley Fire Department- serving during the 9/11 terror attacks. Each member of his department earned a citation for their service during the period immediately following 9/11. From 2000-2008, he wrote a syndicated boating humor column called Ask Cap’n Drew that appeared in five boating magazines across the U.S. and Canada and is the author of the boating humor book, What’s a Hoy? A Guide to Modern Boating.
Jacqueline Shea Brown
Jackie was born and raised in Putnam County, New York. She is currently working towards her bachelor’s degree in finance. Jackie has a lot of experience working with customers and has worked many different jobs from retail to restaurant service. Jackie started her own swim lesson company that runs over summers as a side business. Through these jobs, she has gained a lot of experience in customer service, money management and problem solving.
Jackie began working at Strategic Planning Services as a benefits administrator February of 2018. Here she works with clients, helps with communications between clients and carriers and manages enrollment and client information.
In her free time, Jackie and a group of her friends plan and hold 6 major events every year of which the proceeds are donated to Breast Cancer Research and Alzheimer’s Awareness. She often hosts events at college campuses to raise awareness for these issues.
Tracey was born in the Bronx, NY and attended St. Joseph Elementary School and Kellenberg Memorial High School on Long Island. Tracey is a graduate of Nassau Community College and College of St. Elizabeth.
Tracey received an Associates Degree from Nassau Community College where she played basketball both years as well as worked part time on campus as an Administrative Assistant to the Vice President of Academic Affairs. After graduating from Nassau Community College, she began her career in retail; where she learned to provide good quality customer service, enjoyed working with customers as well as the ability to solve problems quickly with patience and a positive attitude.
In September 2002, she became an administrative assistant at an Environmental Resource Company on Long Island. During her time as an administrative assistant she performed a variety of internet research functions, fielding telephone calls, filing, data entry, and assisted with work overflow from executive assistants.
In 2004, Tracey left Long Island and moved to New Jersey to receive her Bachelor’s Degree from the College of St. Elizabeth. After graduating, Tracey left the Administrative world and became an elementary substitute teacher. In 2010, Tracey left New Jersey and moved back to New York. In October 2010, Tracey joined Strategic Planning Services and is serving as the Benefits Administrator.
Tracey currently lives in Poughkeepsie with her two kids and dog, Batman. Tracey still has a love for basketball and coaches for her local church.
Melissa is a Benefits Service Representative for Strategic Planning Services. She manages enrollments, member databases, plan updates and bulk client contact. She also handles policy service issues by serving as the liaison between the carriers, the service providers and the covered members.
Prior to coming to Strategic Planning Services, she worked in retail. There she had a variety of roles ranging from Cashier up to Floor Manager.
Melissa lives in Brookfield, CT where she volunteers her time with local children’s groups.