35 Oswego Street
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.
Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.
Program Manager, LPL Financial Advisor
In my 29 years as an Investment Consultant, I have boiled the investing process down to a simple formula; Goals – Plan – Portfolio.
Goals – The first and most important thing is to get a complete understanding of your most cherished goals – what and who you’re investing for.
Plan – Next, we figure out how much you are going to need in order to achieve those goals and which asset classes have historically been most likely to produce the returns you need to achieve them in the time allotted. My mission in life is to help people make the right kind of plan and be a successful investor.
Portfolio – Finally, we create a diversified set of specific investments within those asset classes – a portfolio. Then it becomes a matter of monitoring your portfolio and helping you stay on track to successfully pursue your goals.
I hold and maintain the following:
FINRA Series 7
FINRA Series 63
FINRA Series 65
FINRA Series 9
FINRA Series 10
New York State Life Insurance
State University of New York Bachelor of Science in Music Business
Since 2016 I have been an Investment Consultant and Program Manager for Financial Quest a subsidiary of Seneca Savings. Prior to joining Financial Quest, I spent 11 years at Janney, Montgomery, Scott LLC. I started my career in 1992 with Tucker Anthony.
I have been married to my best friend Andrea since 2019. Most of all I enjoy spending time with my family which immediately consists of my wife, three adult children, Brenden, Kylie and Jacob and two grandchildren, Ophelia and Harrison. In my down-time I enjoy reading, playing drums, learning guitar, golf, the Buffalo Bills and building an extensive music collection.
Kim started her career as a Sales Assistant with Janney Montgomery Scott LLC in 1999. She played a key role in the growth of the Syracuse office rising to become the Operations Assistant. To support her increased role and responsibilities, Kim attained her FINRA Series 7, 9, 10, 63 and 66 registrations along with her New York State Life Accident and Health. Most recently she completed a year-long program to receive her Accredited Wealth Management Advisor, AWMA® designation.
Kim has joined Financial Quest as a registered Operations Assistant and supports Greg as well as performing operational duties.
Kim lives in Pennellville, NY with her boyfriend Karl. She has one son, Alleister, who is a personal trainer and competitive body builder/power lifter.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.