Company Name - About Us

Stephen F Eldridge
President of Stephen Eldridge & Company, Inc. has been involved in the field of pension administration, and licensed, through LPL Financial, in the insurance and securities fields since 1972. Educated at Worcester Polytechnic Institute, the University of New Hampshire (B.S. in Civil Eng., 1972 and M.B.A., 1974) and at Bentley College (M.S. in Taxation, 1977), Mr. Eldridge has been an affiliate of the American Society of Pension Actuaries since 1978.

Susan B Eldridge
is President and Chief Compliance Officer of Eldridge Investment Advisors, Inc. A Dartmouth College graduate, Mrs. Eldridge has worked in the investment field since 1982. Before founding the company in 1992, she held supervisory positions with several regional broker/dealer firms. She holds securities licenses currently through LPL Financial.

Robert A Batdorf
is a Senior Portfolio Manager with Eldridge Investment Advisors, Inc. He is a 1962 graduate of the Wharton School of the University of Pennsylvania with a B.S. in Economics. Prior to his joining the company, Mr. Batdorf held senior investment management positions with a number of Trust Institutions and investment advisory firms.

F Warren Coulter
specializes in medium and large retirement plans. He is a graduate of Harvard College (A.B., Physical Science, 1962) and Babson College (M.B.A., Finance, 1967). Before entering the financial advisory field with the firm in 1989, Mr. Coulter held senior financial executive positions with a number of major corporations. He holds the permanent rank of Captain in the United States Naval Reserve and maintains licenses in both the insurance and securities fields, through LPL Financial.

Scott L Dudley
specializes in comprehensive wealth management and employer sponsored retirement plans. He is a 1994 graduate of New England College Henniker NH with a B.A. in Business Administration and holds an M.B.A. from Southern New Hampshire University. Prior to joining the firm in 2001, Mr. Dudley was employed with Fidelity Investments for five years where he developed and implemented investment strategies for high net worth clients. He is licensed in both the securities and insurance fields, through LPL Financial, and has attained the AIF designation for advanced training in investment fiduciary responsibility.

Michael P Dunbar
is a 1968 graduate of Boston College who joined the firm in 2006. He has had a varied career as a registered representative with Scudder, self-employed insurance sales, and Portfolio administrator and Retirement Plan Consultant with State Street Bank. Most recently Mr. Dunbar was a marketing officer with CitiStreet, specializing in retirement plans for medium to large law firms. He will continue to develop new retirement plan strategies with Stephen Eldridge & Company. He is registered with LPL Financial.

Craig A Garner
Q.P.A., Vice President of Administration, received his Masters degree at the New England Conservatory in 1983 and studied Actuarial Mathematics at Boston College. Since 1985, Mr. Garner has specialized in plan design, consulting and administration of large employer plans and since has supervised the technical, compliance and quality control aspects of our Administration Department. He is a member of the American Society of Pension Actuaries and has earned the designation of Qualified Pension Administrator.

William D Haddad
specializes in retirement plan consulting and investment advisory services for small and medium-sized firms as well as individuals. He attended Northeastern University (B.S.B.A., 1970 and M.B.A., 1972) and received his CPA license in 1974. Before joining the firm in 1996, Mr. Haddad owned and operated a pension consulting and administration firm in Boston. He holds licenses for both insurance and securities, through LPL Financial.

Edward J Hickey Jr
has experience in both actuarial analysis and pension administration prior to joining the firm in 1998. He attended Bentley College, where he earned his B.S. in Mathematics and is currently pursuing the Certified Financial Planner designation. He is active in a number of community organizations including both the Souhegan Valley and Greater Manchester Chambers of Commerce and is licensed in the insurance and securities fields, through LPL Financial.

Becki M Krueger
is an LPL Registered Administrative Associate, joined the firm in 1999 and is a graduate of Southern N.H. University with a B.S. in Business Studies. She has extensive experience in all areas of investment processing, specializing in Individual Retirement Accounts, and is currently responsible for handling branch operations of the broker/dealer affiliate, LPL Financial. Becki is licensed in the securities field, through LPL Financial.

Susan L. Lipsett

is an LPL registered Administrative Associate who joined the firm in 2005 after spending 10 years with Putnam Investments' client services area. Susan assists advisors in all areas of client account management.

Leslie J Maffee
an LPL registered Administrative Associate with the firm since 1995, oversees the daily operations of the broker/dealer affiliate, LPL Financial. A 1982 graduate of the University of New Hampshire, Ms. Maffee has a comprehensive background in branch office operations having held a variety of positions with both regional and national broker/dealer firms. She is licensed in the securities field, through LPL Financial.

Kerrie Orbeck
is an LPL Registered Administrative Associate who joined the firn in 2008. A 2000 graduate of University of New Hampshire's Whittemore School of Business, Kerrie has a background in securities trading, fund accounting, and account services.

Virgil C Orff
has over thirty years of experience in the insurance and employee benefits field and has been with the firm since 1989. He received his education at Northeastern University and Boston University and holds the Chartered Life Underwriter (CLU) designation. During his career, Mr. Orff has held senior management positions with several major insurance companies and has operated his own benefits consulting and insurance business. He holds licenses, through LPL Financial, in both the insurance and securities fields.

Eric J Putney
joined the firm in 2002 and concentrates in business retirement plans and individual investment planning. He is a 1992 graduate of the University of New Hampshire with a Bachelor of Science degree in Economics and he received his Masters in Business Administration from Southern New Hampshire University. Mr. Putney holds licenses, through LPL Financial, in both the securities and insurance fields and has attained the AIF designation for advanced training in investment fiduciary responsibility.

Specializes in employer sponsored retirement plans and comprehensive wealth management. He is a graduate of North Adams State College with a B.S. in Business Administration. Prior to joining the firm, Mr. Riley held several senior level executive roles with large financial institutions including MFS Investment Management and Cole Capital Markets. He is licensed in both the securities and insurance fields through LPL Financial. His practice focuses on successful businesses and high net worth clientele.

Cindy N Weisman
Q.P.A., Pension Administrator, received her B.S. degree in Mathematics from the University of New Hampshire in 1991. Ms. Weisman joined the firm in 1996 from Towers Perrin where she was an actuarial analyst. She currently specializes in defined benefit and cross-tested defined contribution plans, is a member of the American Society of Pension Actuaries and has earned the designation of Qualified Pension Administrator

Kevin D Whitmore
a graduate of St. Anselm's College, has been in the securities business since 1978. After spending most of his career with EF Hutton and later Morgan Stanley, Mr. Whitmore joined the firm in 2005 with a commitment to fee-based platforms. Mr. Whitmore has securities and insurance licenses through LPL Financial.

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