Meet the Team

Paul Corr
CPA/PFS/CFP®

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.

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Walton Williams
CPA/PFS

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

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Kerry Mayo
CFA®, CFP®

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.

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Julie Sciandra
CFP®, MBA

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.

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Check the background of this investment professional on FINRA's BrokerCheck.