Management Team
Brad Dufrane, ChFC®, CLU®, CLF®, LUTCF®
Managing Partner
“Preparing for a new career isn’t always easy,” shares Bradley Dufrane, CLF, CLU, LUTCF, with 27 years of experience and a distinct coaching style. Brad helps new and experienced financial professionals meet their career goals and maximize earning potential. “I believe having a professional business coach is critical for most CEOs and business owners; that’s my role with the professionals I coach.”
Brad is the Managing Partner with New York Life Insurance Company in the Finger Lakes General Office. Brad has been married for 27 years. He and his wife, Wendy, have three children, Jordan, Drew, and Braden and four grandchildren, Zeb, Matthew, Michael and Madeline. Their family enjoys sports, traveling, hiking, and wake surfing. Brad and his wife compete in marathons, half-marathons, and triathlons. He has coached high school and AAU basketball in the past. Brad was inducted into the Brushton-Moira Athletic Hall of Fame as a player and coach in 2016.
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Awards and industry recognition are commonplace when looking at Brad’s career. He qualified twelve times for the Million Dollar Round Table, which is the Premier Association of Financial Professionals, it is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial industry.
As a Partner in the Finger Lakes General Office Brad qualified three times for the Leading Partner Award and finished in the Top 50 each year. He won the View From the Top Trophy and Excellence in Recruiting as well.
Prior to his time in the Finger Lakes, Brad won the very Prestigious Presidents Trophy, View From the Top, New Organization Retention Trophy and Product Trophies for Mutual Funds and Life Insurance with the Tucson General Office.
Brad started his career as a financial professional at another insurance company in 1995. In 1999, he transitioned into a leadership in role at that company after successfully building a practice based on asset management and helping protect his clients with products like life insurance and long-term care insurance. In 2008, Brad was promoted to managing director with them and moved with his family to the Syracuse area. His primary reason for moving into management is his love of coaching, and leading financial professionals. Brad realized early in his career the tremendous benefits this industry can provide for people. “As a financial professional, I could positively affect hundreds of clients. As a manager, in a leadership role, I feel that I can positively affect thousands of clients through recruiting, training, and developing new financial professionals.”
Having gone through the Strategic Coach program in Chicago several years ago, Brad discovered this passion for coaching, training, and developing financial professionals. He developed the following personal mission statement: “My distinct ability is to passionately coach, train, and develop financial professionals so they can reach their personal and professional goals.”
He was drawn to New York Life, as he felt that working for a Fortune 100 company would give him the tools and resources, he needs to continue his passion for coaching.
Understanding the importance of a mutual company and how this can benefit his team was a big deciding factor.
Rick Reandeau
Senior Partner
Frank Piacente
Partner
Chris Courtney
Associate Partner
Joe Cheslek
Corporate Vice President
Bradley C Aldrich II CLU, ChFC
Director of Development
Robert Wise
Director of Agency Standards
David Nolan
Director of Recruiting
Deborah Schwartz
Recruiting Assistant Program Manager
Lisa Kruckeberg
Disability Insurance Consultant
Jonathan Schwartz, CLTC
Long-Term Care Planning Consultant
Anthony Capretti
Investment Solutions Consultant
James "Jim" Sanseverino
Business Solutions Consultant, Northeast Zone
Natasha George
General Office Agency Assistant to Brad DuFrane, Managing Partner
Jesse Lombardo
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Main Office
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209 High Point Drive
Third Floor, Suite 310
Victor, NY 14564
Get in Touch
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Call: 585-248-6700