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Our Team

James Traylor, CLU, ChFC, ChSNC



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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Mark Scuderi, Jr.

Director of Financial Planning



Nicole VanGorder

Chief Operating Officer


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...

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Sarah England Daniels

Director of Client Services


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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