Bruce S. Erath, Financial Advisor
A 1976 graduate of Cornell University, Bruce began his career as a vocational agriculture teacher at Sherburne-Earlville High School. After nine years in the education field, Bruce left teaching for the financial services industry.
In 2017 Bruce began a new venture, Hearth Financial Partners, with his daughter Alexandra. With offices in Norwich and Hamilton NY, Alex and Bruce provide investment advisory and financial advising & planning services for individuals and businesses throughout New York, and in various locations across the United States.
Bruce has always been involved in the community. He has served on the board of directors of the New York State FFA Leadership Training Foundation, and is currently the vice-chair of Chenango Memorial Hospital. In the past he has also served as the Chairman of the Chenango County Chamber of Commerce, and was a youth baseball coach for 19 years.
He and his wife of over 45 years, Kathleen, reside in Sherburne, NY. They have two children – son Andrew (who works across the U.S. and internationally as a consultant for the design and building of terrain parks for professional ski and snowboard events), and daughter Alexandra (the co-owner and managing partner of Hearth Financial Partners).
Alexandra C. Erath, Financial Advisor
Born and raised in Chenango County and a graduate of Sherburne-Earlville High School, Alexandra spent four years studying at Queen's University in Kingston, Ontario where she received her Bachelor of Arts degree with honors. After several years working for her alma mater, Alex returned home to central NY in 2012 to partner with her father, Bruce, in the financial services industry.
Since joining the business, she has continued to serve their client base while working to grow their practice to help more families and businesses. In 2017, Bruce & Alex formed Hearth Financial Partners. With offices in Norwich and Hamilton NY, Alex and Bruce continue to provide investment advisory and financial advising & planning services for individuals and businesses throughout New York, and in various locations across the United States.
Alex is an active member of both the Chenango County and Hamilton communities. She currently serves on the Board of Directors for Hospice & Palliative Care of Chenango County, the Chenango Memorial Hospital Foundation, and Cornell Cooperative Extension for Madison County.
Sara Caruso, Operations & Practice Manager
Sara is responsible for coordinating our client servicing and new business operations. Her responsibilities include examining ways in which the practice can more efficiently assist our clients and ensure that we are providing the best level of service possible. Sara, her husband, and their two young sons live on a small farm in Erieville. She is actively involved in her local community.
Rebecca LeMunyon, Financial Services Representative
Rebecca started her career as a Financial Services Representative after a seven-year career in event production in New York City and Syracuse. While she pursued education about financial services for her own personal reasons at first, she was inspired to share the same empowerment with others and began working with clients to encourage them to take control of their financial futures. She joined Hearth Financial Partners as an advisor in 2024.
Rebecca currently lives in Syracuse and is a member of The Collective by CNY Women's Network, volunteers with the Junior League of Syracuse, and continues her passion for event production in the IATSE union.
Stephanie Coggins, New Business Processing Specialist
Steph prepares and submits new applications for both investment accounts and protection products, following them through from start to finish. Steph is your main point of contact during the processing of your business. She lives with her husband and two children in Norwich, NY where she is an avid community volunteer.
Jennifer Parmeter, Client Engagement Specialist
Jen helps support the lead advisors by managing client requests, keeping the database up to date, and acting as the communication liaison between clients and advisors. Jennifer lives in Eaton, NY with her partner and two children. She is an active outdoors person and is involved in several community organizations.
Jennifer Daily, Client Service Specialist
Jen assists with inquiries, questions, and requests related to client accounts and policies. Jennifer lives with her husband in Bridgeport, NY, and near to her two children. She enjoys gardening, golfing, hiking, and reading.