B.S., State University of NY, Brockport, CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from the American College. He also earned the CIMA (Certified Investment Management Analyst) designation from the Wharton School at the University of Pennsylvania and recently completed course work for CFP. Mr. Flanders works to promote the growth and professionalism of his field through involvement as a member of IMCA, the Investment Management Consultants Association and the Estate Planning Council of CNY. He has been a frequent guest speaker at wealth transfer seminars. He began his career in Financial Services in 1976. He was named to the National Register’s Who’s Who of Executives and Professionals in the 2004-2005 edition.

Registered States:
CA, CO, CT, DC, FL, MA, MD, MI, MN, MT, NC, NH, NJ, NY, OR, PA, SC, SD, TX, VA, VT

B.A. - Biola University. Andrea advises high net worth clients on wealth building and wealth transfer strategies and provides consulting services to our Endowment and Foundation clients. Besides her duties as a Financial advisor, Andrea is responsible for overseeing all analytical efforts of our consulting practice. She is responsible for manager research and due diligence in the traditional and alternatives space as well as assisting in asset allocation decisions. She was voted 2004 Smith Barney Consulting Group Financial Consultant Analyst of the Year and in 2009 she received her Accredited Investment Fiduciary Designation. She began her career in 1999. She is Series 7,63 and 65 as well as New York State Insurance Licensed.

Registered States:
CA, CO, CT, DC, FL, MA, MD, MI, MN, MT, NC, NH, NJ, NY, OR, PA, SC, SD, TX, VA

Ms. House has over 30 years of experience in the financial services industry and provides quality services to our high net worth and institutional clients.   Ms. House assists in business development, corporate services, estate planning and is responsible for the implementation of successful operational systems.  She manages all administrative functions and analyzes investment opportunities and client needs. She is instrumental in the search process for trustees/custodians to institutional clients and responsible for the successful transition of assets. Jaquelynn is Series 7, 31, 63 and 65 and New York State Insurance Licensed. 

Registered States:
CO, DC, FL, MA, MD, MT, NM, NY, OR, PA, TX, VA

Registered Client Service Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed. 

Registered States:
NJ, NY