About Us

Brant joined the company in 2006 after working at UBS Financial Services.  He graduated from Amherst College where he majored in Economics and Law.  Brant is a CERTIFIED FINANCIAL PLANNER^® professional and completed a Retirement Strategy Program at the University of Pennsylvania's Wharton School.   He is a comprehensive planner who creates customized solutions for individuals and small businesses as he examines their financial, tax, and legal considerations.  Brant is also a retirement income specialist, focusing on portfolios that allow for sufficient income generation for retirees.  Brant lives in New Hartford with his wife and 3 boys where they all enjoy skiing, golfing, hiking, and mountain biking.

For more than 30 years, Scott has worked diligently with his clients to achieve their personal and financial goals. Throughout the years Scott has grown with his clients and specializes in retirees helping them transition to the new phase in their lives. He provides an outstanding level of personal, specialized service and believes in building long-term relationships with his clients. Scott grew up in the business as he watched his grandfather, who was also in the industry, help the people in his community, and Scott knew he wanted to do the same to help future generations.

With 25 years of experience in the financial services industry, Randy is a seasoned financial advisor dedicated to helping clients achieve their financial goals. He specializes in retirement planning, wealth management, and investment strategies, offering tailored solutions to individuals and families. Known for his client-centered approach and a deep understanding of the markets, Randy combines expertise with a commitment to empowering clients to make informed financial decisions.

A former teacher in the Thousand Islands Central School District, Mike has a special understanding of the needs of educators. He became involved in financial services because he knew how vital it was for teachers to plan properly. He saw these educators making amazing contributions to the future in the form of their students, yet many failed to adequately plan for their own retirement. Mike has now been assisting clients to plan for retirement and a board range of financial matters for almost 20 years. He operates the Clayton, NY office, where he lives with his wife and three children. Mike is still active in school athletics and is a member of the International Association of Approved Basketball Officials (IAABO).

Blake is the head of the insurance and estate planning* division of the company.  His experience includes chief financial officer and comptroller of Oneida County where Blake handled the accounting, internal auditing, and debt issuance for the county. He also served as the public administrator for numerous estates of people who died without wills. It was his invaluable experience that drove Blake to a successful career in estate planning. He sought to address financial concerns before a public administrator was needed rather than after the fact.  Blake lives in New Hartford, with his wife, Cathy.  He enjoys golfing, swimming, and biking.

*With the assistance of your qualified attorney and/or accountant.

Miranda has been in the industry for almost 2 decades. She uses her background as a CERTIFIED FINANCIAL PLANNER^® professional to assist advisors and their clients in analyzing their goals and creating a plan to help achieve them.

Jennifer has over 18 years of experience in the financial industry, where she has spent 9 of them focused on personal client relationships and helping clients achieve their financial dreams. She does this by having an all-encompassing approach to addressing all clients’ concerns and needs.

Amy has been with the company since 2019 and manages all account services for new and existing businesses, addressing a broad range of operational issues. She enjoys traveling, her three dogs, and spending time with her family.