For our existing clients, we have moved to Avantax! Stayed tuned for upcoming seminar dates where I'll take you through all the new features and perks you'll have on your new client portal.
For our new friends, look below to learn a little more about our team!
Susan has been helping clients manage their finances for almost 30 years since 1994. She has been a practicing Certified Financial Planner (CFP) since October, 1999. Prior to starting her private practice, she worked for Citicorp Investment Services as a Citigold Executive where she helped clients with their investment and banking needs.
In additon to financial planning, Susan also helps clients with managing their assets, tax preparation, life insurance and mortages. She also helps clients work on spending and debt relief plans. Check out her resources page to see the numerous free seminars she does for people, including new couples getting married, as well as other financial planning and tax topics.
In addition to being a CFP, she holds her Series 7 and 63 investment licenses and is licensed to sell investments in CA, CT, FL, GA, MA, MD, ME, NC, NJ, NY, PA, RI, TX and insurance in NY, NJ, FL, CT, MA. Plus we are able get licensed in additional states as required. Her NMLS is #414708 (for mortages) California.
Anne has worked with Susan since 2007 as an Administrative Support Specialist, helping to keep the office running and assisting clients with any service issues they may have. The best way to reach Anne is on Tuesdays and Thursdays, via email use email@example.com
Suhaib has been working full-time since October of 2021 as a Financial Planning and Administrative Assistant. His focus is on helping clients solve account related issues, as well as helping Susan create financial plans and complete insurance policies. Suhaib has graduated from Macaulay Honors College at Baruch College with a Major in Finance and Minor in Real Estate and NYC Studies. You can reach Suhaib via email at firstname.lastname@example.org
Brandon is the newest full time member of the team, starting in January of 2023 as an Investment Associate. He helps monitor the portfolios as well as researching new ideas. Brandon helps create financial models in order to determine the best mix of investments that would benefit each of our clients. He graduated from SUNY Oneonta in 2022 with a degree in Business Economics. The best way to reach Brandon is through email@example.com
AnnMarie has been with Susan for 10+ years and is an experineced tax preparer and bookkeeper. She has her certification with QuickBooks Online and services our payroll and 401K. AnnMarie has extensive knowledge of tax code and works with clients to optomize their tax strategies. She is also a licensed property and casualty insurance broker. You can get in touch with her via email, firstname.lastname@example.org