Jim’s 17 years in the financial services industry provides valuable insight to the firm’s investment process and financial planning solutions.
Julie Sciandra has many years of experience as strategy consultant and project manager. Julie’s academic background and her extensive, relevant business experience complement well our expertise.
Kerry Mayo’s background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm.
As a successful CPA providing tax and pension advisory services for clients in the Capital District Area, Walt Williams served on key committees of the American Institute of Certified Public Accountants (AICPA), including the Investment Committee and the Insurance Committee, and the Retirement Co
Paul Corr has been helping people manage their finances and realize their personal goals for many years. As a practitioner and a teacher, Paul Corr’s professional credentials and extensive experience in financial planning and investment management bolster the firm’s exceptional expertise.
