Team
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Our Team!
A.A.S. Onondaga Community College;Senior Member of our Accounting Department, providing Accounting and Corporate Tax Services to Business Clients;Trains clients on use of Peachtree Accounting Software. Roberta has been with us since 1998.
Cindy is our hinge. She supports every aspect of our business. During Tax Season, she is our Tax Season Manager, coordinating the work loads during this very busy time. She is also an accountant providing bookkeeping services to our...
Meghan provides our clients with follow up to their applications, verifying the completion of requests, and more. Meghan is also a Registered Representative with the Series 7 licensing.