About

/About

Partners

Mary Ann Pierce, CLU
Mary Ann Pierce, CLU

Financial Advisor

Harvey Koenig, CLU
Harvey Koenig, CLU

Certified Financial Planner

Jon Neal Selzer, LUTCF
Jon Neal Selzer, LUTCF

Financial Advisor

Registered Representatives

Sandra Karas, Esq.
Sandra Karas, Esq.

Securities Licensed Registered Rep

Support Staff

Our support staff is invaluable. They are here to answer questions, research information and help to support our relationship.

Christine Taylor
Christine Taylor

CFO

Chris joined the firm in 2008, and oversees the business bookkeeping, marketing, mutual fund trades, client paperwork, with client interaction. Chris holds a License for FINRA Series 6. Chris is an active member of her church and has served on the finance committee. In her spare time she enjoys traveling, spending time with family and friends, quilting and gardening.
Barbara Carpenter
Barbara Carpenter

Securities Licensed Director of Operations

Barbara joined the firm since 2009 and is a licensed New York State Life, Health & Accident insurance representative, and holds licenses for FINRA Series 6 and 63. Barbara has two grown children and resides with her husband, Michael, in Central Square. In her spare time she enjoys visiting wineries, crafting, travel and spending time with family and friends.
Anthony Montesano
Anthony Montesano

Licensed Operations Manager

Bringing the experience of nine years as a Financial Advisor, Tony joined the firm in June 2009 as a Fully Licensed Operations Manager.  He handles security research and paperwork.  Tony works closely with all of the registered representatives to handle service for the brokerage accounts, particularly the managed TIMS Accounts.  He frequently assists the representatives with client meetings.  Tony has a strong back ground in insurance and investment products and is a wonderful resource in the practice. Tony graduated from SUNY/IT of Utica/Rome with a Bachelors of Science Degree in Business and Public Management. Tony lives in Clay with his 2 daughters.  In his free time he enjoys fishing, boating and visiting with his family at their camp on Raquette Lake.
Zachary Walton
Zachary Walton

Securities Licensed Support Staff

Zach joined the firm in 2017 as a Securities Licensed Support Staff member. Zach graduated from Le Moyne College with a Bachelor of Science Degree in Business Administration, with a concentration in Accounting. Zach holds his FINRA Series 7 License and is a licensed New York State Life, Health & Accident insurance representative. Zach resides in Jordan with his dogs. In his spare time, he enjoys spending time with friends and family, fishing, and riding motorcycles.
Hannah Lupole
Hannah Lupole

Receptionist and Administrative Support

Hannah joined the firm in 2017 as the Receptionist and Administrative Support. Hannah graduated from Le Moyne College with a Bachelor of Science Degree in Business Management, with a concentration in finance. Hannah resides in East Syracuse with her rescue dog, River.  In her spare time, she enjoys reading, spending time with family and friends, taking rides with her dog, and volunteering at local dog shelters.
Roberta (Robbie) Krichbaum
Roberta Krichbaum

Securities Licensed Support Staff

Robbie has more than 30 years of experience in the Financial Services industry. She is a licensed New York State Life, Health & Accident insurance representative, and holds licenses for FINRA Series 6 and 63. Robbie lives in Camillus with her dog, Percy. She enjoys reading, gardening, hiking and boating whenever she gets the chance.  She has sons and grandchildren here in Syracuse and also in Charleston, SC, and takes frequent trips south to visit.