Who We Are
William C. Jerome, CFP®
The firm's owner, William C. Jerome, is a Certified Financial Planner (CFP®) with a bachelor's and master's degree from Rensselaer Polytechnic Institute (RPI). Bill's background in highly technical fields lends itself greatly in the analysis of complicated issues, which his clients face. Bill founded his financial advisory firm, more than 20 years ago. Bill is also a member of the Albany-Colonie Regional Chamber of Commerce, Financial Planning Association, and the National Association of Personal Financial Advisors (NAPFA). He enjoys volunteering with Building Homes for Heroes extending his expertise to brave men and women injured while serving the country.
Scott Strohecker, EA
Scott graduated from Union College in Schenectady, NY with a Bachelor of Arts in Economics, and a Minor in Mathematics. During his time at Union, Scott gained valuable real world experience filing federal and state income tax returns for New York residents as a member of the IRS Volunteer Income Tax Assistance (VITA) Program. He was required to obtain two separate tax certifications to participate in the program. Scott has recently completed his requirements to obtain the Enrolled Agent (EA) designation. With this desgination, he has the able to represent taxpayers before the Internal Revenue Service. He will continue to assist clients with tax planning and income tax return preparation. He also handles the daily reconciliations.
Sharon was educated in Connecticut where her leadership skills started in her family-owned business. As graduate of Briarwood College for Women, with more than 30 years of experience in office management, Sharon is the organizational focal point of our firm. Her focus on detail, and concern for clients, keeps the office running smoothly and effectively. She handles the execution of transfers and manages money movement. Sharon has been with the firm for 19 years and is a member of the National Notary Association.
A lifelong resident of Scotia, Patti graduated from Scotia-Glenville High School and attended the College of New Rochelle. She's been a member of the Capital Financial Services, LLC team since 2005, helping with the administrative duties and being a first point of contact with our clients. Along with ordering supplies, scheduling appointments and handling client phone calls, Patti facilitates client-advisor meetings, helping us provide the best service possible.