Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Matthew Crossman

Matthew Crossman

Financial Advisor

Visit Matthew Crossman's website


Team

Heather McWayne

Heather McWayne

Client Concierge,

Marketing Specialist

Qualifications

  • Master of Science in Education, 2009, Le Moyne College
  • Bachelor of Science, 2003, State University of New York College at Oswego
  • Associate in Arts, 2001, Onondaga Community College
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Theresa Ferrari

Theresa Ferrari

Client Service Specialist

Qualifications

  • Associate in Applied Science: Executive Secretarial, 1982, Onondaga Community College
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