Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Brian D. Reynolds, CFP®, AAMS, CAP®
Brian has advised his clients on a variety of planning concerns, such as estate planning strategies, retirement planning for accumulation and distribution, education funding, risk management, and charitable planning.
Debbie Dyar
Executive Administrative Assistant
Debbie Dyar epitomizes the "spirit" of our team. She loves working with our clients - responding to your inquiries the day she gets them, getting your checks to you when you're expecting them, and pushing applications through the...
Kori Paynic
Client Relationship Manager
Kori joined the team in 2023 as an Administrative Assistant. She has a background in Customer Service, which allows her to manage client needs professionally and efficiently. She enjoys providing top notch care to clients and...
Jacob Fiore
Financial Paraplanner
Jacob Fiore joined the team in August of 2021 as the Financial Planning Associate. He is crucial in building and analyzing financial plans as well as servicing client accounts. He has a background as a trader and customer service...
Douglas B. Richmond
Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by product selections.Experienced in developing relationships with property and casualty,...
Connie Mix
Client Experience Manager
Russell G. Jones
Areas of expertise: Key concepts and strategies for the high net worth market. St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish...