Experience

CA Insurance License Number 4038754

Tom is a graduate of the State University of New York and the University of Nevada.  Tom began his career in financial services with Dean Witter in 1985.  He joined PaineWebber at the firm's Denver office in 1991, returning to his native Syracuse, NY with UBS in 2001.

Tom specializes in wealth management planning for individuals and families, as well as small to mid-sized foundations, endowments and institutions.  Through careful assessment, detailed planning, and individually tailored strategies, he addresses the unique issues his clients face as they progress towards their goals.  Tom works with successful entrepreneurs and families to pursue their business transition, liquidity planning and other related wealth management goals.  Tom continues to work with entrepreneurs on their early-stage and exit planning goals and estate planning strategies. 

Tom prides himself on being forward thinking and innovative.  He leverages his 35 years of experience to understand the complex markets and provide appropriate financial solutions.

Tom resides in Cazenovia with his wife and son, where they enjoy various outdoor activities. He is active with his son's sports teams and has been involved in fundraising for F.A.N.A Adoption Group.

CA Insurance License Number 4038787

Ryan graduated from Hofstra University where he majored in business and legal studies, and continued his education at LeMoyne College.  He began his career in the financial services industry with UBS in Denver, CO before moving back to his home town of Syracuse.  When it comes to providing in-depth planning, research and implementing investment strategies, his background and education play a key role.  As a Chartered Retirement Planning Counselor^SM and Chartered Retirement Plans Specialist^SM, he has studied pre- and post-retirement needs, wealth management, estate planning strategies and the overall retirement planning process.  Ryan also provides comprehensive consulting services to corporate retirement plans, for investment advice and tailoring education programs geared towards employees.

Ryan is an active member of the Hofstra University Pride Club for men's lacrosse and volunteers around the Syracuse community for youth sports. He enjoys playing sports, fishing and hunting with family and friends.Lic# should be just below name and title

Dawn has 14 years of financial services experience. Dawn offers the highest level of assistance to clients. She is responsible for opening new accounts, processing client requests and answering client questions pertaining to retirement plan strategies, IRA accounts and Wealth Outlook® reports. She earned her Bachelor's degree from LeMoyne College.