Our Advisors

OUR TEAM

Michael Godfrey
Vice President/Principal & Director of Advisory Services

Michael Godfrey, Vice-President/Principal & Director of Advisory Services, at Progressive Financial Planning Services, has been a Certified Financial Planner practitioner since 2001. His background in risk management, forecasting and profit analysis has allowed him to become an effective Financial Advisor.

He's an active member of the Financial Planning Association on both the local and national level, and is a member of the Town of Huntington Chamber of Commerce. Mr. Godfrey has also contributed to an investment advice column in the Long Island edition of Newsday.

He holds a Masters in Finance from St. John's University and a BA in Economics from SUNY-Albany. Mr. Godfrey is an NASD registered representative and is a registered securities principal with, and offers products through, Jefferson Pilot Securities Corp, member SIPC, and is authorized to perform securities transactions in over 15 states and is a licensed life, health, and disability agent in New York, New Jersey, and Florida.

Alexander Vasilakis
Vice President of Research & Administration

Alexander Vasilakis' experience in financial consulting began in the retail banking industry where he focused on community development. While in banking he worked to teach depositors that the wealthy are not the only ones who can benefit from financial planning.

Alexander's knowledge of financial products and services include retail banking, lending, finance and underwriting. His experience combined with his degree in Finance and his completion of the Certified Financial Planning program make him an ideal investment advisor. He is also a licensed life insurance agent in New York.

Michelle Bulmer
Vice President/Principal

Prior to joining Progressive Financial Planning Services Michelle was employed at EF Hutton and Shearson Lehman Brothers where she used her organizational and mathematical skills to help the sales teams reach their goals. Now she is responsible for all office administration at Progressive, including preparing and ensuring the accuracy of client portfolio performance reports.

Ms. Bulmer is an NASD Registered Representative with, and offers products through, Jefferson Pilot Securities Corp., member SIPC.

A full ADV is available upon request.

 

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