Staff Biographies

Alan “Al” Chandler has been a respected member of the insurance and financial planning community since 1987. Al has been a fully independent financial advisor since January 1992. In October 1994, Al became registered through the independent broker-dealer Cadaret, Grant & Co., Inc. and joined Paul Edem to form Chandler and Edem Financial Consultants.

In 1985, he was awarded the Bachelor’s degree in Mathematics from the State of University of New York at Albany. He obtained his Life Underwriters Training Council (LUTCF) designation in 1992.

He previously served as Chairman of the local LUTCF continuing education classes.

Al specializes in individual retirement and financial planning with a particular focus on investment management for retirees. He is licensed in Life and Health insurance and carries Series 6, 7 and 63 investment licenses. Al is licensed to practice in a variety of states across the country.

In addition to the financial business, Al has served on pastoral staff at Randallsville New Life Church in Hamilton, NY since 1992. Al accepted the position as senior pastor at Randallsville New Life Church in August 2005. 

Al and his wife Tammy reside in Morrisville, NY and have three children: Jacob, Jesse and Kristi.

Outside of work and ministry, Al loves to spend time vacationing with his family, biking, playing basketball and the Baltimore Orioles. Al also has served on various industry and community group boards and served as the Boys’ Varsity Basketball Head Coach at New Life Christian School in Hamilton from 1997-2013.

Call us today
for an appointment
315.821.2827

Location

475 Sherrill Road

Sherrill, New York 13461

Hours

Monday - Friday 

8:30 am to 4:30 pm

Inquire for additional

appointment times.

Al    |    Paul    |    Jared    |    MaryBeth    |    Cheryl    |    Anne    |    Kristi
 
 
 
 
 
 
 

Alan E. Chandler,

LUTCF, Financial

Advisor

Paul Edem,

Financial

Advisor

Paul Edem has been a respected member of the insurance and financial planning community since 1982. Paul has been a fully independent financial advisor since March 1989 when he became affiliated with independent broker-dealer Cadaret, Grant & Co., Inc.  In 1994, Alan Chandler joined Paul Edem to form Chandler and Edem Financial Consultants.

In 1979, Paul started his education in the Financial Services Business and is continually studying.

He is currently a member of the National Association of Health Underwriters (NAHU).

Paul specializes in individual retirement and financial planning with a particular focus on Medicare issues for retirees as well as Long Term Care planning. He is licensed in Life and Health insurance and carries Series 6 and 63 investment licenses as well as Series 26 Limited Principal.

Paul and his wife Darlene reside in Kirkville, NY and have two children.

Jared M. Houseman,

CFP ® Financial

Advisor

MaryBeth Johnson, Employee Benefits Advisor

Cheryl Crane,

Client Service Administrator

Anne Houseman,

Client Service Assistant

Kristi joined Sound Mind Financial in August of 2017 after graduating with a Bachelor of Science from Lenoir-Rhyne University. She primarily processes new business, assists with Medicare, plans client events, and assists in other clerical duties.

Kristi currently resides in Waterville, NY and enjoys spending her free time hiking, baking, and practicing the ukulele.

Jared Houseman joined Sound Mind Financial, LLC as a financial advisor in 2011. He specializes in individual financial planning which includes investment and retirement planning, college planning, and insurance planning.

Jared graduated with honors from Houghton College and received a Bachelor’s degree in Business Administration with a focus on finance and economics. He acquired his insurance license in 2009 and investment license in 2011. Jared also obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2015 after completing a yearlong comprehensive financial planning course and passing a 6-hour examination.

Jared and his wife Brittany reside in Hamilton, NY with their daughter Abigail. Jared enjoys spending time with family and friends, playing basketball, watching football (Go Bengals!), and reading (C.S. Lewis). He is also actively involved in the Hamilton Rotary Club, serving on the board as both the treasurer and Foundation chair.

Anne Houseman joined Sound Mind Financial in September of 2014 after 14 years of teaching at New Life Christian School in Hamilton. She primarily assists with Medicare enrollment processing and servicing.  She also processes other customer service requests and handles a variety of administrative responsibilities.

Anne received her bachelor's of arts degree in Political Science with an emphasis in Pre-Law from the University of South Carolina. Outside of work, Anne enjoys spending time with her children and grandchildren.

MaryBeth Johnson joined Sound Mind Financial in September of 2005 as an Employee Benefits Advisor. MaryBeth earned an Associate’s Degree in Business Administration from the Utica School of Commerce. She has worked in the insurance industry since 1993. MaryBeth has worked extensively with small business clients presenting Consumer Driven Health Plans and Health Savings Accounts. Previous to working for Sound Mind Financial she worked for Support Services Alliance as the Director of Benefits Administration specializing in the area of Cafeteria Plans and Consumer Driven Plans.

She resides in Oneida on their family farm with her husband Keith. Outside of work MaryBeth is on the Board of Directors for the Madison County Children’s Camp and volunteers at Rome Humane Society. She enjoys traveling, outdoor activities and spending time with her family.

Cheryl Crane serves as Client Services Administrator for Sound Mind Financial.  She started in June of 1997 when she and Al shared a little store front office setting in Oriskany Falls.  She is responsible for scheduling and appointment preparations along with client service, and assists with some small group and individual health insurance.  She holds a Life, Accident and Health insurance license.  Over the years Cheryl has enjoyed the pleasure of getting to know clients. ​

She resides in Westmoreland, NY with her husband Mark.  She has two adult married children.   Cheryl enjoys spending time with family and friends, camping all over NYS and essential oil education. 

Kristi Chandler,

Executive Assistant

© 2019 Sound Mind Financial LLC. Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC

Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557. Cadaret, Grant and Sound Mind Financial LLC are separate entities. Our Advisors are licensed to sell securities in the following states: AZ, CA, CT, FL, MA, ME, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WY.