Broker Check

Our Team

James Traylor, CLU, ChFC, ChSNC

President

585.899.1289

jtraylor@upstatesnp.com

James is a sibling, advocate and professional who has focused his entire professional career in becoming the agency of choice for families planning for a family member with a disability. James regularly provides continuing education...
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Nicole VanGorder-Pratt

Chief Operating Officer

585.899.1253

nvgp@upstatesnp.com

A native of Buffalo, Nicole came to Rochester, NY to attend St. John Fisher College. Nicole oversees all day to day operations and marketing for Upstate Special Needs Planning. Nicole has been in the financial industry for the past...
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Sarah England Daniels

Executive Assistant

585.899.1215

sdaniels@upstatesnp.com

As a parent of a child with Autism Sarah's career with the Upstate Special Needs Planning team has been more than rewarding. The knowledge gained from the team as well as connecting with other families has been a staple in helping her...
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