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Get to know the CFA Officers
We want you to know who to contact for your insurance needs and what makes them qualified to serve you best.
Meet the CFA Officers
 
 

 Clark M. Forster,  President and C.E.O.


 Departments:
Employee Benefits, Large Commercial Accounts, Small Business/Personal Insurance,
Investments and Securities

 Credentials, Professional Memberships and Licenses:
B.S. in Economics/Business; 10 years experience in banking; NYS Property & Casualty Broker's
 License; NYS Life, Accident & Health Agent's License; Registered Representative in New York State, serves on multiple community boards.

 Enjoys working at CFA Because:
"As businesses increasingly merge and sell to become large, impersonal arms of conglomerates, it is nice to be locally owned and grounded as part of the local community."

 

Jonathan Whitehouse, Vice President of Sales 


Departments: 
Employee Benefits, Large Commercial Accounts, Small Business/Personal Insurance,
Investments and Securities

 Credentials, Professional Memberships and Licenses:
BA in Economics & Finance from State University of New York at Plattsburgh.  Registered with New York State Life, Accident & Health License, Commercial License;12 years of investment sales experience, and 5 years of employee benefit sales experience.  

 Enjoys working at CFA Because:
"Working at a locally owned agency like CFA Insurance allows me to focus on the personal touch.  At CFA we take to the time to ensure that every client knows, understands and is comfortable with all aspects of their business and investment needs.  At CFA we treat every client like they are our only client."



Carol Mussen, Vice President of Operations


Departments:
Management

 Credentials, Professional Memberships and Licenses:
6 years experience in the insurance business; 10 years experience in banking with
extensive training in customer service.

 Enjoys working at CFA Because:
"I am part of a team, working together not only with our staff, but also with company
representatives and clients."

 

Katie Moore, Licensed Broker


 Enjoys working at CFA Because:
"We, as a company, work together to ensure others in our community are insured and well taken care of. There is a humbling sense of self-worth and community service in that."

 

 

  
  

Registered Representative offering securities through Cadaret, Grant & Co., Inc. member FINRA/SIPC. CFA Insurance Agency LLC. And Cadaret, Grant are separate entities.

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