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 Doak
Christine Doak

Securities Licensed Office Manager

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 and her husband, Richard, live in Baldwinsville. She is an active member of her church and has served on the finance committee. In her spare time she enjoys traveling with her husband, 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.
Mary Ann Nichols
Mary Ann Nichols

Securities Licensed Support Staff

Mary Ann Nichols joined the firm in the role of Client Relations Specialist.  Ms. Nichols brings with her a wide range of Client Services experiences, including 20 years at Chase Bank, as well as New York Life and Mutual of Omaha.  Mary Ann is a licensed New York State Life, Health & Accident insurance representative, and holds FINRA licenses Series 6 and 63. She has two daughters and a grandson.  In her spare time she enjoys spending time with her family and friends, yoga, gardening and traveling.
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.