Archive

04 Jun Jim Jeffery

Jim Jeffery is a highly experienced financial advisor with a deep understanding of financial and capital markets. He specializes in providing financial advisory services to senior living organizations and high-net-worth families, drawing upon his extensive expertise.

Jim’s involvement in the senior living industry began during his tenure as Executive VP & Head of Underwriting at Herbert J. Sims & Co. He developed a keen interest in assisting Life Plan Communities and Continuing Care Retirement Communities (CCRCs) in creating investment policies that effectively balance their assets and liabilities. With his direct experience in underwriting, structuring, and re-structuring CCRC bond issues, he brings a unique perspective to his clients.

Driven by his mission to prioritize client interests, Jim aims to build a private client advisory and senior living consulting practice that upholds high standards of integrity, performance, and personalized attention. He places great emphasis on delivering value-added services to his clients.

Jim holds an M.B.A. from New York University and has earned the Chartered Financial Analyst (CFA®) designation, demonstrating his commitment to professional excellence. He is a member of the CFA Institute and the New York Society of Security Analysts, actively engaging with professional networks in his field.

With his wealth of experience, financial acumen, and dedication to client-centered advisory services, Jim Jeffery is well-equipped to guide senior living organizations and high-net-worth families towards their financial goals. His commitment to integrity and personalized attention sets him apart as a trusted advisor in the industry.

Beyond his professional endeavors, Jim resides in Manhattan with his wife. He enjoys skiing, golfing, and playing the guitar. Spending quality time with his two adult children is also an important part of his life.

03 Jun Amber Kendrick

Amber has dedicated her career since 2007 to assisting America’s workforce in achieving their retirement goals on their own terms. As a Retirement Plan Consultant, she collaborates closely with plan sponsors to develop tailored solutions that promote retirement readiness for employees.

Amber holds a B.S. degree in Business Administration from East Carolina University, providing her with a solid foundation in the field. She has also earned the Chartered Retirement Plans Specialist (CRPS®) and Certified Plan Fiduciary Advisor (CPFA®) designations, demonstrating her expertise in retirement plan consulting.

With her extensive experience, specialized designations, and commitment to helping individuals achieve retirement readiness, Amber is well-equipped to guide plan sponsors and employees toward successful retirement outcomes. Her accolades and passion for her work demonstrate her dedication to excellence and making a positive impact in the field of retirement planning.

Amber’s deep connection to her southern heritage is evident in her passion for college football. Alongside being a co-founder of the WOW Collaborative, she calls Haddam, CT, home, where she resides with her family and their affectionate, fun-loving canine companion.

01 Jun Richard J. Appaluccio

Rich brings extensive financial experience to his role at Procyon, with a career spanning back to 1992. His expertise lies in employer retirement plans, with a particular focus on governmental 457(b) plans. As a Senior Education Consultant, Rich is dedicated to helping individuals understand their retirement benefits, guiding them through plan enrollment, investment allocation, and retirement preparation.

Prior to joining Procyon, Rich worked with the FDG Group at UBS, Prudential Retirement Services, and served as a wholesaler for Alliance Bernstein, covering various financial channels. These roles have provided him with a broad understanding of the financial industry and have honed his skills in retirement planning and education.
Rich holds a B.A. degree in Business Marketing from Albright College. His educational background has equipped him with the knowledge and skills necessary to navigate the world of financial services.

With his extensive financial experience and focus on retirement planning, Rich is well-positioned to assist individuals in understanding their retirement benefits and making informed decisions about their financial futures. His passion for sports and dedication to providing education and guidance make him a valuable asset in helping clients prepare for retirement.

Beyond his professional pursuits, Rich has a passion for sports, particularly baseball. He resides in Little Falls, NJ, with his wife and son, enjoying the company of his family in his leisure time.

20 May Terry Crawford

Terry joined Procyon originally as a Client Service Associate for our Private Wealth Clients, bringing with her a depth of experience from previous roles in the financial services sector. Her dedication to providing exceptional client experiences, coupled with her certification as a CFP® (CERTIFIED FINANCIAL PLANNER™) practitioner make her an asset to the Procyon team. Terry, having served as an Associate Financial Planner, now works alongside our Institutional Client team as Institutional Operations Manager, helping to serve our retirement plan partners and their respective participants.

With over 20 years of commitment to serving clients, Terry’s hands-on experience in wealth management operations makes her a valuable contributor to the firm. Her hardworking nature, extensive knowledge, and empathetic personality enable her to serve clients and advisors with the utmost care and attention to detail.

Terry earned her Master of Science degree in Financial Planning and Economic Development from the University of Georgia. Her love of learning continues to drive her success as she works on her CRPS® (CHARTERED RETIREMENT PLAN SPECIALIST™) certification through the College of Financial Planning. This educational background enhances her expertise and enables her to provide clients with the highest level of service.