CONNECT

Address:

3257 Route 9
Saratoga Springs , NY 12866

Phone:

518-584-4200

Fax/Other:

518-584-8664

About Us


Our People

 

  David Fragomeni - President, CIC, CFP ®

David Fragomeni
President, CIC, CFP ®


David received his Bachelor's Degree in Business Administration from LeMoyne College in Syracuse, New York and has obtained the Certified Insurance Counselor and Certified Financial Planner designations.  David concentrates on providing assistance with financial planning, Life Insurance and Business Insurance for his clients.   David enjoys creative photography and volunteers with the Saratoga Rowing Association.

  

Lori Weekly - Office Manager/CL Account Executive

Lori Weekly
Office Manager/CL Account Executive

Lori is a life-long resident of Saratoga County, currently residing in Greenfield Center.  She joined Fragomeni Insurance & Financial Services in 1989 and quickly became an important part of the agency’s operation.  In 1994, Lori studied for her insurance exams at Siena College and was licensed shortly after completing the program.  Continuing her insurance studies, she obtained the designation of ACSR (Accredited Customer Service Representative) through the Independent Insurance Agents and Brokers Association.

Since joining the agency, Lori has become a valued leader in the office.  As Office Manager, Lori is responsible for the day-to-day operations of the agency and promotes the leadership philosophy where each staff member plays a critical role in the success of the business as a whole.  In addition to her role as Office Manager, Lori is the agency’s lead commercial producer.  The mother of two, Lori and her husband are outdoor enthusiasts, spending much of their free time camping and horseback riding. 

 

 

Sonja Rossi - Personal Lines Account Executive

Sonja Rossi

Persnal Lines Account Executive

 

After growing up in the Adirondacks, Sonja moved to the Fulton/Montgomery County region and began her career in the Insurance Industry in January 1993. In January 2013, she made her way to Saratoga and in July, 2017 filled a full time position here at Fragomeni Insurance & Financial Services as a Personal Lines Customer Service Executive.

Sonja is an outdoor enthusiast, spending many of her weekends hiking in the Adirondacks and enjoying many trips to the High Peaks region climbing New York’s infamous “46R’s”. In addition to hiking, Sonja enjoys running, horseback riding, rescue dogs and  spending quality time with her family.

 

 

John Reilly - Sales Agent

John Reilly
Sales Agent

John has an extensive background in public relations, marketing and sales. Early in his professional career, he worked as a Communications Coordinator with the New York State Legislature. He joined the private sector as a licensed realtor prior to entering the insurance industry.

In 1996, John accepted the position of Executive Director with a new statewide association of insurance brokers. During his tenure with the NYAAA, he met with state regulatory agencies as well as insurance carriers as an advocate for insurance producers and the clients they represent.

John opened his own insurance agency in Upstate New York in 2005, with a focus on counseling his customers on their individual insurance needs. In 2008, the agency was sold to Fragomeni to provide his clients with the exceptional service and broad product availability that has been a hallmark of the Fragomeni family-owned business for more than 40 years. John remains as an agent with Fragomeni to answer calls from his customers and focus on bringing new business to the company.

John has maintained a consulting business since 2000, where he has developed and implemented marketing plans for several large brokerage firms, software developers, and continuing education providers. John is frequently called to meet with the New York State Insurance Department on licensing and education-related matters.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck