Thomas Austin

Thomas Austin

Managing Director - Financial Advisor, Portfolio Manager - Portfolio Focus

315-449-7003 315-925-2856
Ryan Smith

Ryan Smith, CRPC®, CRPS®

Vice President - Financial Advisor

315-449-7004 315-925-1687
Elizabeth Moynihan

Elizabeth Moynihan

Senior Registered Client Associate

315-449-7005 315-925-1003
Erika Vincent

Erika Vincent

Senior Client Associate

315-449-7006 315-372-8753

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields