Jason Duffy is the founder and a partner of Fieldstone Insurance Group, LLC. Jason provides strategic and tactical insurance solutions to individuals and businesses in the capital markets. Drawing on almost 20 years of front line insurance sales and his time served in the US Army, Jason has created a team with intensity and ethos similar to Fieldstone’s clientele. Seeking to remove the traditional hyperbole of the insurance industry, Jason and his team leave no stone unturned.
From the simplest insurance solutions that investment managers or high net worth individuals are required to purchase, to the most esoteric hedging tools, Jason and his dedicated staff have made it their mission to listen, understand, broker and provide the hands on customer service that is missing in today’s sales models.
Jason maintains FINRA Series 6, 63, and 65 securities licenses and is a Registered Representative and Investment Advisor with M Holdings Securities, Inc., the exclusive, wholly owned Broker/Dealer of M Financial Group. Jason and his firm were invited to join M Financial Group, a consortium of independent firms.
Thomas Troubh is a partner at Fieldstone Insurance Group, LLC. His vast financial services expertise has been bolstered by his decade-long tenure on Wall Street. Tom understands the demands and risks clients face and he leverages his deep knowledge of financial solutions to help people protect what is often most important to them: their family and their wealth. Tom specializes in implementing cost-effective solutions for financial principals and their employees. He often supplements corporate policies with personal planning for key executives.
Tom also understands the unique needs of affluent individuals and family businesses. He takes pride in delivering an excellent client experience supported by effective advocacy and proactive service. Tom spends a majority of his time assisting families in developing insurance strategies based on their unique financial and lifestyle goals. His holistic approach ensures all areas are addressed with sustainable options.
A graduate of Cornell University, Tom maintains FINRA Series 7, 55, and 63 securities licenses and is a Registered Representative of M Holdings Securities, Inc., the exclusive, wholly owned Broker/Dealer of M Financial Group.