| In 1999, after 10 years as the Finance Manager/Controller for a large TPA and Healthcare organization, Dee established her own agency, Innovative Financial Solutions. Specializing in the development of creative benefit plans for employer groups in Western Massachusetts and Northern Connecticut, Dee was able to apply her “insider” knowledge of carrier practices, self-funding models and Human Resources expertise to better position and serve her clients. In 2008, Dee and Innovative Financial Solutions merged with Foley Connelly Benefits Group combining her talents and further expanding the level of opportunities that be can offered our clients. Dee resides in Ludlow with her husband, Bob and daughter, Jazelle. When not working she enjoys riding her motorcycle or snowmobile, gardening and vacationing with her family. | |
|
|
Chris Connelly - Principal |
| Chris Connelly is president and co-founder of Foley/Connelly Financial Partners, LLC. Chris is a graduate of the University of Massachusetts at Amherst with a degree in Economics. Chris has been in the financial services field since 1998 and co-founded Foley/Connelly Financial Partners in 2004 with Brian Foley.Chris specializes in wealth and risk management for high net worth individuals and closely held businesses. His primary focus is in the areas of investment, retirement, and executive benefit planning. Chris has built his practice and his reputation on his client’s first approach. He holds NASD series 7, 6, and 63 licenses and is a registered representative of NFP Securities, Inc. Being a truly independent advisor, Chris is able to choose from the entire universe of investment and insurance products to match clients with what is best for them, not what is best for the big investment and insurance companies. It is this independent approach, along with Chris’s integrity and commitment to his clients that allow them to make complex financial decisions, and ultimately reach their goals. Chris resides in West Springfield, with his wife Natalie and son Liam. In his spare time he enjoys playing racquetball, hockey, and golf. |  |
|
|
Michael J. Zampiceni - Principal |
| Mike Zampiceni grew up in the insurance industry. During his school years he served in varying administrative capacities within his family’s agency, learning the business from the inside out. Upon Graduating from American International College with a BA in English Mike began to build his clientele. Five years ago Mike, along with his brother-in-law Dave, established his own agency continuing to specialize on serving the employee benefits needs of the closely held business. Through a relationship with Chris Connelly that traced back ten years that agency merged with the benefits division of Foley-Connelly Financial Partners creating Foley-Connelly Benefits Group of which Mike is a Principal. True to the independent spirit that drives the entire Foley Insurance Group family Mike takes an objective, non-biased approach at analyzing the unique needs of his clients while being respectful of each companies existing culture. Mike believes in keeping the administration and service areas of the business in house to control the quality of the resources provided to the agency’s clients. Mike resides in Agawam with his wife Cheryl and sons Dominic and Jackson. When not in the agency, Mike enjoys the time spent with his family vacationing and participating in his sons many sports and activities. |  |
|
|
|
|
|
