Our Firm

Paul L. DeLisio, CLU, is a Chartered Financial Consultant. He is a Life and Qualifying Member of International Million Dollar Round Table, achieving Court of the Table in 1988, 1989 and 2006. He is a recipient of the National Sales Achievement Award and the National Quality Award for 23 and 33 years, respectively. He is member of the Hudson Vallley Chapter of the Society of Financial Professionals, Capital District IAFP, Captital District ICFP, Ulster County Life Underwriters, Ulster County Chamber of Commerce, Hudson Valley Estate Planning Counsel and Kingston Kiwanis. In addition, Paul has been active in Civic Affairs and a community leader for the past 36 years in Woodstock and Ulster County, New York. Barbara Blas and DianaLou Wolff have made Quality Customer Service our mission. As our team has developed so has the skill with which we help solve our clients' problems. Each member of our Team focuses on a particular area, allowing for a total client service package. Barbara A. Blas is our Executive Sales Assistant focusing on life insurance, disability income insurance and retirement funding. She has her insurance license and her Series 6 and 63 securities licenses.  Barbara earned her Life Underwriter Training Council Fellow (LUTCF) in 2003. DianaLou Wolff is dedicated to providing assistance with employee benefit plans and long term care insurance. DianaLou has earned a Fellow, Life Management Institute (FLMI), and is a Registered Health Underwriter (RHU). DianaLou currently services almost 250 groups in Ulster and surrounding counties. Our constant broadening of knowledge through continuing education courses enables us to offer you an additional resource to help with problem solving with your insurance and investment needs. Diana has earned LPRT (Leading Producers Round Table) for 7 consecutive years.