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 2021, Kyle has over 30 years of experience 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 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 2021, Scott has over 30 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
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 2021, she has over 20 years of experience 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
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 two sons. 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
Qualified for Court of the Table and Top of the Table for MDRT 2021–2022
Life Member of MDRT
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 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 two daughters. 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
Qualified for Court of the Table and Top of the Table for MDRT 2021–2022
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 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!
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, 2021-2022
Samantha Herrington joined H&H Financial Group in 2015 as the Director of Growth of the Painted Post 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 Growth, Samantha is the primary point of contact for all client needs. She manages the overall operations and administrative functions at the Painted Post Office.
Samantha resides in the area with her husband, Colton, who is a Partner with H&H Financial Group, and their two daughters. 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 Dare to Lead, hosted by Brené Brown.
Designations and Accolades
Doctorate, Physical Therapy, Ithaca College
Bachelor of Science, Clinical Health Studies, Ithaca College
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.
We are fortunate to have Zach on our team as a Senior Case Manager who combines our H&H Financial planning process with his engineering perspective and skills. He applies a thorough approach to identifying opportunities and tailoring the team approach to a client’s specific requirements. His philosophy and approach are centered on providing exceptional customer service. Through collaboration with the other H&H team members, he can clearly address 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
Bachelor of Science, Mechanical Engineering Technology, Alfred State College of Technology, State University of New York
Samantha joined H&H Financial Group in 2020 as a Case Manager after relocating to Horseheads, New York, from North Carolina. In this position, she is responsible for administrative and operational tasks, including account openings and maintenance. She also oversees all cases during the implementation phase of our six-step planning process. Her extensive role as a supervisor in the healthcare industry made her an excellent addition to our team, given her passion to help others. Her problem-solving ability and team approach contributed to her earning the responsibility of the Director of Case Management in the spring of 2021. As the Director, Samantha oversees our team’s workflow and is responsible for ensuring that case management is conducted in a timely fashion to maintain our standards of excellence.
Samantha enjoys the four seasons of Upstate New York but misses the North Carolina heat. During her free time, Samantha loves spending time with her son and watching him play sports. She enjoys attending live music events and trying new restaurants, especially local breweries; her favorites are on Seneca Lake. She is at her happiest when spending quality time with friends and family on the patio on a hot summer day.
Designations and Accolades
Bachelor of Science, Health Science, Brockport College, State University of New York
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.
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 and her husband recently relocated from Kissimmee to the area to be closer to her family. 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.
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 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 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 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 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.
H&H Financial Group | Painted Post and Trumansburg, NY
H&H Financial Group
Contact Us
HORSEHEADS OFFICE: 221 Prospect Hill Rd. Horseheads, NY 14845 PHONE: (607) 739-3702 FAX: (607) 739-6978
TRUMANSBURG OFFICE: 5 Washington St. Trumansburg, NY 14886 PHONE: (607) 387-5544 FAX: (607) 387-6277
