May 28, 2008
James R. Fashano has been promoted to Executive Vice President from Senior Manager. Jim began his career with Alliance Advisory Group as a Financial Representative in the Williamsville office. Jim is a highly successful team leader and trainer whose accomplishments include the prestigious Guardian Leaders Club, the Guardian Executive Club, the Top of the Table, the Count of the Table and Equity Masters Qualifier. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table, and is on the Board of Trustees of Daeman College. He received his Bachelor of Science degree in Finance from Gannon University.
Kevin C. Winder, CLU, has been promoted to Senior Vice President of Sales from Vice President of Sales and Marketing. Kevin joined Alliance Advisory Group in April, 1997. He attained the Charter Life Underwriter (CLU) designation in 1999, and is a seven-time recipient of both the President’s Citation and the Qualifier Leaders’ Club. He is a past Treasurer of Compeer of Greater Buffalo and also serves the community as an active member of the WNY Alzheimer’s Association and the Junior Olympics. Kevin is a 1976 graduate of Chabot College with a Bachelor of Science in Business & Finance.
Samantha Clark has been appointed Director of Career Development, having previously served as a Financial Coach for Alliance Advisory Group since October, 2001. She is a qualifier for the Million Dollar Round Table and a member of the National and Buffalo Association of Insurance and Financial Advisors. Samantha is the founder and current president of the Buffalo Niagara Chapter of Women in Insurance and Financial Services. She also serves as a board member and volunteer for Compeer, an organization that serves adults and children with mental illnesses. Samantha received her Bachelor of Science degree in Finance form the University at Buffalo’s School of Management.