Our Team

Founders and Senior Partners

Kyle Herrington, ChFC<sup>®</sup> Photo

Kyle Herrington, ChFC®

Horseheads Office
(607) 739-3702

Kyle Herrington, ChFC®

Horseheads Office

Kyle Herrington is a leader in the financial services industry, providing comprehensive, client-centric wealth management solutions for both individuals and businesses. Kyle is a tireless advocate for his clients, and strives to surpass expectations by overseeing many client’s needs, not just the ones he’s directly involved in. Kyle recognized early in his career that where passion and purpose intersected, that is where true happiness and growth will happen. This discovery, propelled him to ensure that his firm has unwavering integrity.

Kyle is a Co-Founder and Senior Partner of the H&H Financial Group, formed in 1994. As of 2020, Kyle has 30 years as a Financial Advisor offering investment advisory services through Eagle Strategies LLC in numerous states. Kyle’s expertise is in both business and personal wealth management and estate planning strategies.

“What kind of planner would I be for you, if I had not already planned for the future of my own business?”

The outcome for his clients is a devoted and protective financial professional that has committed the time towards building a team that will stand for decades into the future. Our mission is to never orphan a client.

In his spare time, Kyle enjoys traveling with his wife, Donna. He is also an avid outdoorsman and enjoys sharing these activities with their three sons—Luke, Colton, and Zach. Two of their sons, Luke and Colton, are Partners in the firm, and their youngest, Zach, is a paraplanner for the firm. Kyle loves watching movies, especially when his two grandchildren share that time with him!

Designations and Accolades

  • Chartered Financial Consultant, ChFC®, The American College of Financial Services®
  • Life Member of the Million Dollar Round Table*
  • MDRT Top of the Table, 2011, 2018
  • MDRT Court of the Table, 2008, 2011-2019
  • New York Life Agent of the Year, 1998-2014**
  • Numerous top awards and accolades in the industry
  • Bachelor of Science in Business Administration/Accounting
 

** New York Life/Affiliates Sales Production/Achievement Award

Scott Hurlbut, LUTCF Photo

Scott Hurlbut, LUTCF

Trumansburg Office
(607) 387-5544

Scott Hurlbut, LUTCF

Trumansburg Office

Scott Hurlbut has served a pivotal role in the Finger Lakes region for the last few decades, providing comprehensive solutions to help individuals and businesses navigate their unique planning needs. Scott's holistic, client-centered planning process, helps create a highly customized approach to many of his clients. He is a devoted financial professional that commits the time necessary to help his clients meet their goals both today and in the future.

Scott is a Co-Founder and Senior Partner of the H&H Financial Group, formed in 1994. As of 2019, Scott has 32 years of experience as a Financial Advisor offering investment advisory services through Eagle Strategies LLC in numerous states. Scott's expertise is in both business and personal wealth management and estate planning strategies.

Scott and his wife, Sue, live in the area and they enjoy spending time with their children and seven grandchildren. Both Sue, and their daughter Shannon, work in the firm. Scott loves watching his grandchildren participate in various sports; hockey, lacrosse, baseball, and soccer. Additionally, Scott is an avid outdoorsman and he relishes sharing his passion with his friends and family, and especially with his two oldest grandsons, Ryan and Sean.

Designations and Accolades

  • Life Underwriter Training Council Fellow, LUTCF®
  • Life Member of the Million Dollar Round Table*
  • New York Life Agent of the Year, 2016**
  • Numerous top awards and accolades in the industry
 

** New York Life/Affiliates Sales Production/Achievement Award

Partners and Financial Advisors

Manda Lewis, CFP<sup>®</sup>, LUTCF, CLTC<sup>®</sup> Photo

Manda Lewis, CFP®,
RICP®, LUTCF, CLTC®

Horseheads Office
(607) 739-3702

Manda Lewis, CFP®, RICP®, LUTCF, CLTC®

Horseheads Office

Manda Lewis’s passion resides in helping individuals and businesses develop a realistic, comprehensive plan to meet their financial goals that is tailored to their circumstances and financial objectives. Manda understands the complexities of the changing financial climate and is committed to making client-centered financial planning recommendations. She is a hardworking and deeply caring person that focuses her energy with passion no matter how big the challenge.

Manda joined H&H Financial Group in 2005 as a Partner. As of 2020, she has 20 years in the financial planning industry. Manda began her career in financial services in 2000, becoming a licensed Paraplanner to a Financial Advisor in Geneseo, NY. Shortly thereafter she completed her licensing to become a Financial Advisor, now offering investment advisory services through Eagle Strategies LLC in numerous states. Manda’s experience is in both business and personal wealth management and estate planning strategies, with specialty training specific to medical professionals.

Manda lives in the area with her husband, Jason. In her spare time, she enjoys physical fitness, traveling, photography and spending time with family and friends. As a former art major, she puts her graphic design skills to use whenever she can.

Designations and Accolades

  • CERTIFIED FINANCIAL PLANNER, CFP®, The American College of Financial Services®
  • Certification for Long-Term Care, CLTC®
  • Life Underwriter Training Council Fellow, LUTCF®
  • Retirement Income Certified Professional®
  • New York Life Producer of the Year, 2018**
  • Life Member of the Million Dollar Round Table*
  • Women in Insurance and Financial Services Circle of Excellence Award annually since 2013
  • New York Life New Agent of the Year, 2007**
  • New York Life Agent of the Year, 2017**
  • New York Life Experienced Agent of the Year, 2012-2013**
  • Numerous top awards and accolades in the industry
  • Bachelor of Science in Accounting

Community Involvement

  • BNI – Express chapter member, Horseheads, NY since October 2017
  • Former Vice President of the BNI – Express Chapter, October 2018-September 2019
  • Proud Member of Watkins Glen Chamber of Commerce
  • Speaker panelist at the Twins Tiers Expo, March 2018

**New York Life/Affiliates Sales Production/Achievement Award

Luke Herrington, MBA Photo

Luke Herrington, MBA, RICP®

Horseheads Office
(607) 739-3702

Luke Herrington, MBA, RICP®

Horseheads Office

During Luke Herrington’s firsthand experience in working with business owners, he recognized how disruptive business succession and estate planning can be. Luke has dedicated his professional life to providing his clients with a comprehensive plan that allows them to pursue their best financial opportunities with clarity and direction.

Luke joined H&H Financial Group in 2012 after earning his MBA from Ithaca College, Magna Cum Laude. Prior to graduation, Luke was an intern with H&H Financial Group for three years. Luke offers investment advisory services through Eagle Strategies LLC in numerous states. His experience is in both business and personal wealth management and estate planning strategies, with specialty training specific to business owners and medical professionals.

Luke lives in the area with his wife, Kristen, and their son. In his spare time, he enjoys riding his Harley-Davidson and is an avid outdoorsman. He loves traveling across country, with a recent favorite being a trip in the Midwest states.

Designations and Accolades

  • Retirement Income Certified Professional®
  • Masters of Business Administration, MBA, Ithaca College
  • Bachelor of Science in Business Administration/Finance, Ithaca College
  • Qualifying Member of the Million Dollar Round Table*, 2013-2019
  • New York Life Rookie of the Year, 2012**
  • New York Life Agent of the Year, 2015**
  • New York Life New Advisor of the Year, 2012, 2013, 2014**

**New York Life/Affiliates Sales Production/Achievement Award

Colton Herrington, MBA Photo

Colton Herrington, MBA, RICP®

Horseheads Office
(607) 739-3702

Colton Herrington, MBA, RICP®

Horseheads Office

Colton Herrington is committed to providing comprehensive financial planning services that are tailored to the unique needs of individuals, families, and businesses. Colton collaborates with and supports our entire H&H Advisory Team to develop and recommend financial plans to meet your goals. His genuine concern for each client's overall well-being is what sets him apart and creates long-lasting relationships with whom he works.

Colton joined H&H Financial Group in 2015 after earning his MBA from Ithaca College. Prior to graduation, Colton was an intern with H&H Financial Group for two years. He offers investment advisory services through Eagle Strategies LLC in numerous states. He has served as a mentor to many local high school students interested in exploring financial careers. In addition, Colton is regularly asked by his peers to share his keen insights and special tools utilized when serving clients. Colton’s experience is in both business and personal wealth management and estate planning strategies.

Colton lives in the area with his wife, Samantha, who is the Director of Operations & Client Experience at H&H Financial Group, and their daughter. He is an avid outdoorsman and enjoys sharing these activities with his father, Kyle, and brothers. Colton is also a car-enthusiast and can be found at any number of motorsports functions in the Finger Lakes throughout the spring and summer months.

Designations and Accolades

  • Retirement Income Certified Professional®
  • Masters of Business Administration, MBA, Ithaca College
  • Bachelor of Science, Business Administration/Finance/Economics, Ithaca College
  • Qualifying Member of the Million Dollar Round Table*, 2016-2019
  • New York Life Rookie of the Year, 2015**
  • New York Life New Advisor of the Year, 2015, 2016, 2017**
 

**New York Life/Affiliates Sales Production/Achievement Award

Mike Strong Photo

Mike Strong, RICP®

Horseheads Office
(607) 739-3702

Mike Strong, RICP®

Horseheads Office

Mike Strong recognized early in his career that empowering clients through education would help them navigate their financial world with a sense of autonomy and create an excellent foundation for relationship longevity. His client-centric approach, combined with his commitment to education, yields a comprehensive and holistic financial plan to his clients. Web-based learning videos are a trademark success of Mike’s and have allowed him to reach thousands of viewers, sharing his knowledge to businesses and individuals.

Mike joined H&H Financial Group in 2016 after working in the lending sector of the finance industry for several years. Mike offers investment advisory services through Eagle Strategies LLC in numerous states. Mike’s experience is in both business and personal wealth management and estate planning strategies.

Mike lives in the area and enjoys all that the city has to offer! He is an avid outdoorsman and enjoys sharing these activities with his father and friends. Mike is a fitness enthusiast and will often be spotted at the gym in the early morning hours. He is also a fan of listening to podcasts, with Impact Theory being one of his favorites!

Designations and Accolades

  • Retirement Income Certified Professional®
  • Bachelor of Science in Business Administration
 
Rordan Hart Photo

Rordan Hart, RICP®

Trumansburg Office
(607) 387-5544

Rordan Hart, RICP®

Trumansburg Office

Rordan Hart’s client-centered, comprehensive wealth management approach is tailored to fit the unique needs and circumstances of his clients. Rordan has a deep understanding of the complex and dynamic financial climate, which has allowed him to advocate for his clients under circumstances that he is both directly and indirectly involved in. He focuses his energy both in the business and the community with passion and a deep, caring spirit.

Rordan joined the H&H Financial Group in 2016 after working for the prior two decades in the insurance and financial sector as an investor, professional trader, and most recently a licensed broker with a national brokerage firm. Rordan offers investment advisory services in numerous states through Eagle Strategies LLC. His experience is in both business and personal wealth management and estate planning strategies.

Rordan resides in the area with his wife, Lindsay, and their two sons. When he’s not working on behalf of his clients at H&H Financial Group, he spends time fulfilling his duties as the Mayor of the Village of Trumansburg.

Designations and Accolades

  • Retirement Income Certified Professional®
  • Qualifying Member of Million Dollar Round Table*, 2018
 

Support

Dr. Samantha Herrington Photo

Dr. Samantha Herrington

Horseheads Office
(607) 739-3702

Dr. Samantha Herrington

Director of Operations & Client Experience
Horseheads Office

Samantha Herrington joined H&H Financial Group in 2015 as the Director of Operations of the Horseheads Office, after completing her doctorate degree at Ithaca College. She works with the firm and its clients to provide the utmost service and attention. As the Director of Client Experiences, Samantha is the primary point of contact for all client needs. She manages the overall operations and administrative functions at the Horseheads Office.

Samantha resides in the area with her husband, Colton, who is a Partner with H&H Financial Group, and their daughter. In her spare time, she enjoys exercising and reading non-fiction books. Samantha is a fan of listening to podcasts during her commute, her favorite is RISE Together.

Karen Bracy Photo

Karen Bracy

Horseheads Office
(607) 739-3702

Karen Bracy

Executive Assistant
Horseheads Office

Karen Bracy joined H&H Financial Group in 2011 as an Executive Assistant after retiring from her career as an elementary school administrator. Karen is responsible for inter-office workflow and schedule management, along with serving as a point of contact for client needs.

Karen resides in Kissimmee, FL with her husband, Mike. She enjoys traveling to see their two children and many grandchildren. Karen enjoys playing pickleball and golfing with her husband and friends. In her spare time, Karen enjoys cooking and researching her family ancestry.

Zach Herrington Photo

Zach Herrington, FPQPTM

Horseheads Office
(607) 739-3702

Zach Herrington, FPQPTM

Financial Paraplanner
Horseheads Office

Zach Herrington joined H&H Financial Group in early 2020 after working for 3 years with a local company in the Mechanical Engineering field. Zach earned his Bachelor of Science degree in 2017 from Alfred State College of Technology, State University of New York in Mechanical Engineering Technology. In 2020, he achieved the FPQPTM designation.

We are fortunate to have Zach on our team as a Financial Paraplanner who combines our H&H financial planning process with his engineering perspective and skills. He applies a thorough approach to analyzing financial opportunities and designing various financial plans tailored to a client’s specific requirements. His philosophy and approach are centered on providing exceptional customer service that clearly addresses clients’ current goals, while anticipating potential changes in the future.

Zach lives in the area and especially enjoys hunting excursions with his father and brothers. He has competed in many local racing events for cross country dirt bikes and snowmobiles. Also, in his spare time Zach enjoys playing golf and delving into numerous hands-on projects with family and friends.

Designations and Accolades

  • Financial Paraplanner Qualified Professional TM
  • Bachelor of Science, Mechanical Engineering Technology, Alfred State College of Technology, State University of New York
 
Sara Zoerb Photo

Sara Zoerb, FPQPTM

Horseheads Office
(607) 739-3702

Sara Zoerb, FPQPTM

Case Manager
Horseheads Office

Sara Zoerb joined H&H Financial Group in 2018 as a Case Manager in our Horseheads office. Sara earned her Bachelor of Science degree in Speech & Hearing in 2016 from Elmira College. Sara is responsible for administrative and operational needs, including account openings and maintenance. In 2020, she achieved the FPQPTM designation.

Sara lives in the area with her wife, Kara. She enjoys taking long walks with their two dogs especially around their quiet neighborhood. In her spare time, Sara teaches English as a second language to young children. She is a huge movie fan with an ultimate favorite being "The Goonies".

Designations and Accolades

  • Financial Paraplanner Qualified Professional TM
 
Sara Zoerb Photo

Jennifer Beschler

Horseheads Office
(607) 739-3702

Jennifer Beschler

Case Manager
Horseheads Office

Jennifer joined H&H Financial Group in 2019 as a Case Manager. She has extensive work experience in the insurance and customer service industry, having achieved multiple certifications. Jennifer is responsible for administrative and operational needs, including account openings and maintenance.

Jennifer lives in the area and loves spending time with her family and friends, especially playing golf and softball. In her spare time, Jennifer enjoys reading non-fiction books.

Tina Mcgrane Photo

Pam Bronson

Horseheads Office
(607) 739-3702

Pam Bronson

Executive Assistant
Horseheads Office

Pam Bronson joined H&H Financial Group in 2019 as an Executive Assistant after decades of work in the secretarial/customer service sector. Pam is responsible for inter-office workflow and schedule management.

Pam resides in the area with her husband Doug. She enjoys spending time with their son and daughter, their nine grandchildren and two great-grandchildren. In her spare time, Pam enjoys traveling, reading, and spending time at the lake.

Candy Whiting Photo

Candy Whiting

Horseheads Office
(607) 739-3702

Candy Whiting

Executive Assistant
Horseheads Office

Candy Whiting joined H&H Financial Group when it was established in 1994, and worked with Kyle for four years prior. She currently serves as an Executive Assistant who is responsible for contacting new and existing clients to schedule appointments and to help prepare them for meeting with our Advisors. Candy has previous experience in various other roles within our firm, including marketing, client communications, and account mainteance.

Candy resides in the area and enjoys all that a small city has to offer. In her spare time, she enjoys spending time with her three daughters and six grandchildren. Another one of Candy’s hobbies is crocheting.

Pam Mann Photo

Pam Mann

Horseheads Office
(607) 739-3702

Pam Mann

Executive Assistant
Horseheads Office

Pam Mann joined H&H Financial Group in 2017 as an Executive Assistant after retiring from decades of teaching. Pam is responsible for inter-office workflow and schedule management.

Pam resides in the area with her husband, Tom. She enjoys spending time with their four children and many grandchildren. She is well-known for her baking, with her specialty being cookies. In her spare time, Pam enjoys traveling with friends and reading fiction novels, especially those written by Nicholas Sparks.

Donna Herrington Photo

Donna Herrington

Horseheads Office
(607) 739-3702

Donna Herrington

Marketing Coordinator
Horseheads Office

Donna Herrington joined H&H Financial Group in 2015 as the Marketing Coordinator after retiring from decades of teaching. Donna is responsible for preparing presentation materials and venue details for our numerous educational events each year.

Donna lives in the area with her husband, Kyle, who is a Co-Founder and Partner of the firm. She enjoys gardening and spending time with their two grandchildren. In her spare time, Donna enjoys reading fiction novels and sharing them with her book club.

Sue Hurlbut Photo

Sue Hurlbut

Trumansburg Office
(607) 387-5544

Sue Hurlbut

Director of Operations
Trumansburg Office

Sue Hurlbut joined H&H Financial Group when it was established in 1994 as the Director of Operations of the Trumansburg Office, having worked with Scott for many years prior. She works with the firm and its clients to provide the utmost service and attention. Sue manages the overall operations and administrative functions at the Trumansburg Office.

Sue resides in the area with her husband, Scott, who is a Co-Founder and Partner with H&H Financial Group. In her spare time, she enjoys traveling to spend time with her seven grandchildren.

Shannon Spalding Photo

Shannon Spalding

Trumansburg Office
(607) 387-5544

Shannon Spalding

Director of Case Management
Trumansburg Office

Shannon Spalding joined H&H Financial Group in 2005 as the Director of Case Management in our Trumansburg office. Shannon earned a Bachelor of Science degree in Psychology from SUNY Cortland in 2001. Shannon manages client services and is the primary point of contact for H&H Financial Group clients for all administrative and operational needs, including account openings.

Shannon lives in the area with her husband and their three children. She greatly enjoys watching their children participate in various sporting events both locally and in travel leagues. In her spare time, Shannon continues her coaching career in Color Guard and Marching Band that she began in 1997.