Who We Are
William C. Jerome, CFP®
The firm's owner, William C. Jerome, is a Certified Financial Planner™ (CFP®) professional with Bachelor's and Master's degrees 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 practice in 1990. He enjoys volunteering with Building Homes for Heroes extending his expertise to brave men and women injured while serving the country.
Christine Suozzi, CFP®
Senior Financial Planner
Christine is a CFP® professional with over 20 years of experience in the industry. She is a graduate of Siena College with a Bachelor's degree in Finance. Over the years, Christine has strived to build long-term relationships with clients ranging from high-level executives to blue collar employees helping them achieve their financial wellness goals. Her areas of knowledge focus on all aspects of personal finance, such as cash flow and budgeting, investment allocation, education funding, retirement planning, estate planning, risk management, tax planning, and employee benefits.
Scott Strohecker, EA
Scott graduated from Union College in Schenectady, NY with a Bachelor of Arts in Economics, and a Minor in Mathematics. He is currently enrolled in Bryant University's CFP® Program . Scott has completed his requirements to obtain the Enrolled Agent (EA) designation. With this designation, he has the ability to represent taxpayers before the Internal Revenue Service. Scott will continue to assist clients with tax planning, income tax return preparation, and development of financial plans. He also handles our report generation.
Sharon is the point of contact between clients and our custodians. Her focus on detail and concern for clients keeps the office running smoothly and effectively. A graduate of Briarwood College for Women with more than 30 years of experience in management, she is the organizational focal point of our firm. She has been with the firm for over 25 years. Sharon was educated in Connecticut where her leadership skills started in her family-owned businesses. Sharon is a member of the National Notary Association.
Professional Memberships: NNA
Vera is an invaluable asset to us as the first point of contact with clients and potential clients. She attended Bay College and has over 20 years of experience in an Administrative role.Vera's comprehensive knowledge of implementing records and forms control helps us to provide the best service possible.