Jeffrey P. Burnham, Registered Consultant
Founding Partner
Employee & Executive Benefits

•  Bachelor of Arts, State University of New York
•  Association of Health Insurance Agents, Charter Member
•  National Quality Award, LIMRA
•  National Sales Achievement Award, NALU
•  Advisory Council Blue Cross & Blue Shield
•  Registered Health Consultant
  

Founder of Burnham Financial Services in 1977, Jeffrey has established an outstanding 32 year reputation in the employee benefits and financial services industry. He has played a vital role in the growth of Burnham Financial, actively developing a large range of clients from the private to the public sector and has maintained extensive relationships with carriers and industry insiders. His various advisory roles attest to his expertise and experience.

In a marketplace of constant change and escalating costs, Jeffrey is committed to staying on the leading edge of employee benefit strategies and options.

 (P) 518-523-8100 ext. 104
crawford@burnhamsolutions.com
mcrawford@buffalo.nef.com
(For Securities Related Email)

Mark L. Crawford, CLU, ChFc.

Partner

• Bachelor of Business Administration, Stetson University
• Designated Chartered Life Underwriter and Chartered Financial Consultant
• Registered Representative, New England Securities, Corp.
• American College Designee
  

Prior to joining Burnham Financial Services in 1997, Mark was a benefit plan consultant for New England Financial in Boston, Massachusetts, where he provided large case design support for benefit plans to employers and their advisors throughout the United States.

With more than a decade of experience in the benefit industry, Mark services client groups with 100+ employees. As partner, Mark specializes in design oriented due diligence that ensures clients are properly positioned in the marketplace.

Under Mark's direction, Burnham Financial has become a leader in benefit brokerage and consulting with more than 375 benefit plans under management today.

(P) 518-523-8100 ext. 103
tish@burnhamsolutions.com

Tish Biesemeyer, RHU

Partner

•  BA, American Studies, SUNY Oswego
•  Katherine Gibbs School, Boston, MA
•  American College Designee
•  National Association of Health Underwriters
•  Registered Health Insurance Consultant

Tish entered the financial services industry in 1984 when she joined Burnham Financial Services. As an insurance consultant who specializes in employee health benefits, Tish works closely with the client to coordinate plans that solve the burdens caused by high costs of benefits.

Tish has been awarded the prestigious Registered Health Underwriter (RHU) designation by the American College in Bryn Mawr, Pennsylvania. With this designation Tish becomes a member of a select group of professionals who have dedicated themselves to the health insurance industry and who have continued their education as an added value to their clients.M

 (P) 518-523-8100 ext. 107
csmith@burnhamsolutions.com

Christina Dock Smith, RHU, REBC
 Benefit Specialist/Human Resource Advisor

• Bachelor of Science, Economics, St. Lawrence
  University
• Designated Registered Health Underwriter (RHU)
• Designated Registered Employee Benefits  
  Consultant(REBC)
• Certified Benefits Technology Specialist
• Professional in Human Resources Designation(PHR)
• Burnham Advocacy Team Leader

Christina entered the employee benefit industry in 2000 as a service specialist for Burnham Financial Services. She is a licensed and credentialed agent focusing on plan service and client retention.

Christina is well versed in all phases of plan management, and is a team leader committed to providing exceptional service with human resource processes, benefit promotion, and ongoing claims resolution.

(P) 518-523-8100 ext. 105
ian@burnhamsolutions.com
icoryea@buffalo.nef.com
(For Securities Related Email)

Ian Coryea, RHU
Employee & Executive Benefits

•   Bachelor of Arts, St. Lawrence University
•   NY State Licensed Life, Accident, and Health Insurance 
    Producer
•   Registered Representative, New England Securities 
    Corp.
•   Registered Group Health Underwriter

Ian has been active in the employee benefits field working with employer groups in the 25+ market since 2003.  At Burnham Financial, Ian specializes in small group plan design, focusing on cost reduction strategies and employee communication processes for both public and private employers. Additionally, Ian assists Burnham Financial clients with day-to-day billing, claims and compliance issues.

Ian is a graduate of the Loomis Chaffee School in Windsor, CT and an alumnus of St. Lawrence University where he majored in Economics. Prior to joining Burnham Financial, Ian worked as a mutual fund specialist at the Boston based mutual fund companies MFS Investment Management and Natixis Asset Management.

(P) 518-523-8100 ext. 102
heidi@burnhamsolutions.com

Heidi A. McGinnis
Customer Service Representative

• Bachelor of Arts/Social Science
  State University of New York at Plattsburgh
• Service Training
  -New York State Life, Accident and Health Licensing 
  -Customer Service Excellence
  -Enhanced Communication
  -Multiple Task Management Development

(P) 518-523-8100 ext. 100
jennifer@burnhamsolutions.com

Jennifer L. Gonyea
Customer Service Representative

•  Associates of Applied Science in Business
   NCCC, State University of New York
•  Service Training 
     -New York State Life, Accident and Health Licensing
     -Customer Service Excellence
     -Multiple Task Management Development
     -Administrative Assistant Efficiency

Jennifer joined Burnham Financial Services in 2005 as a Client Service Representative in the employee benefits division. Her role is to directly support the company's producers and clients. As a liaison between the client and vendor, she assists with billing and claims of group benefit programs. She takes great pride in ensuring ultimate client satisfaction.

Most recently, Jennifer was appointed as a board member to North Country Community College, State University of New York, Business Board.

(P) 518-523-8100 ext. 108
stephanie@burnhamsolutions.com

Stephanie N. Gysel, RHU
Client Service Representative

• Bachelor of Science, St. Lawrence University
• Designated Registered Health Underwriter (RHU)
• Service Training
  -Customer Service Excellence
  -Multiple Task Management Development
  -Enrollment Specialist

Stephanie joined Burnham Financial Services in 2007 as a Client Service Representative. She is responsible for responding to client inquiries and issues, resolving claim problems, and also supporting the company's producers. Stephanie works closely with our clients' Human Resource Managers to assist with the administration of the group's employee benefits.

Prior to joining Burnham Financial, Stephanie worked as a claims adjuster for one of New England's leading workers' compensation insurers, Atlantic Charter Insurance. Her position required prudent management of workers compensation claims and thorough knowledge of workers compensation issues and benefits.

(P) 518-523-8100 ext. 106
larry@burnhamsolutions.com
lshipps@syracuse.nef.com
(For Securites Related Email)

Lawrence M. Shipps, CLU, ChFc
Financial Representative
Financial Advisor, New England Securities Corp.
Financial Services, Personal and Business Insurance and Investment

• Bachelor of Arts, Middlebury College
• Chartered Life Underwriter Designation, American College
• Chartered Financial Consultant Designation,
  American College
• Past President, CNY Society of Financial Service Professionals
• Past President, CNY General Agents and Managers Association
• Member, National Association of Insurance and Finance Advisors
• Registered Representative. New England Securities Corp.

Larry began his career in financial services at New England Financial in 1971.  As the Assistant Managing Partner and then Managing Partner of New England Financial's upstate agency, he provided advanced underwriting support for the agency’s 65 associates.  Larry has been associated with Burnham Financial since 1981, bringing to the table years of experience and expertise in business succession, retirement and estate planning. 

(P) 518-523-8100 ext. 106
leslie@burnhamsolutions.com
lbshipps@keyesshippsfg.com
(For Securities Related Email)

Leslie B. Shipps, CLU, CLTC
Financial Representative

• Bachelor of Arts, Middlebury College
• Master of Science, Syracuse University
• Certified in Long Term Care Designation
• Chartered Life Underwriter Designation, American College
• Member, National Association of Insurance and Financial Advisors
• Registered Representative, New England Securities Corp.

Leslie began her financial services career in 2005 after 15 years in the field of health care.  Initially, her sole focus was long term care insurance.  She now supports the Burnham Financial team in other areas as well, including life and disability income insurance, retirement planning and investments.

(P) 518-523-8100 ext. 106
jkeyes@burnhamsolutions.com
jkeyes@keyesshippsfg.com
(For Securities Related Email)

Jeffrey W. Keyes, CLU, ChFc
Financial Representative
Estate and Business Planning

• Bachelor of Arts, State University of New York
• Past President of the CNY Chapter of the Society of Financial Service Professionals
• Leaders Life Member, New England Financial
• Council Member, John Hancock Financial Network
• Registered Representative, New England Securities Corp.

Jeffrey entered the financial services industry in 1990 and has established an outstanding 18 year reputation in the estate  and business planning marketplace. He has grown his insurance business by satisfying the needs of his clients and their legal and accounting advisors.  His numerous production awards attest to his knowledge and expertise.

In an industry of continual change, Jeffrey is committed to personal development and education in order to provide his clients with the best financial advice and guidance.

(P) 518-523-8100
don@burnhamsolutions.com

Donald L. Burnham, Jr.   Consultant
Senior Vice President - Retired

•  Blue Shield Broker Advisory Council
•  National Quality Award,  LIMRA
•  National Sales Award, NALU
•  Registered Consultant (Life, Accident & Health)
•  Field Advisory Panel, Empire Blue Cross & Blue Shield

Donald established an outstanding 34 year reputation in the Employee Benefits and  Financial Services industry as a former owner and CEO of an agency. He is retired and functions as a consultant and part-time advisor to Burnham Financial Services. Donald’s experience is valuable to the agency as liaison between the insurance carriers and the agency. Donald’s professionalism, dedication, and can-do attitude established him as a leader in the industry.