Hi there! My name is John and I’m committed to mastering the art of creative financial planning. That’s because I prefer to focus my efforts on finding the right solution, rather than the easy solution when it comes to helping clients reach new peaks. That’s why I pride myself and our team on providing quality, consistent and continuous service.
While I enjoy working with clients from many industries, I’ve found my level of expertise especially informative for individuals involved in construction and construction-related businesses. By working with individuals from these fields, I can confidently design customized financial strategies that encompass estate planning, retirement and benefit analysis, investment planning and business succession planning.
Speaking of which, here are a few my proudest accomplishments in the field:
I am currently a member of the Financial Planning Association, NAIFA and serve on the Finance Committee for the Million Dollar Round Table (MDRT). I am also an advisor to the Monsignor Ronald C. Bill Scholarship Foundation and was recently selected by the Alumni of Hobart College as a candidate for Trustee. Previously, I acted as a board member of the Boys & Girls Club of Syracuse.
I am often a featured speaker at national symposiums as well as local media and organizational programs that benefit clients, colleagues and the community.
My continued goal is to build and hone in on my unique ability, which includes focusing on my prime skills in helping clients.
I began my career as a traditional commission-based advisor after graduating from Hobart College in 1995. The work required of me as an advisor was nothing new. That’s because I learned about the importance of hard work and perseverance through my father, who worked as a steamfitter for 45 years.
After working purely on commission, I realized that I could better serve my clients by focusing on their unique objectives rather than trying to get the next sale. As a result, I transitioned Custom Wealth Management to a fee-based planning approach in 2002 that focused on providing estate retirement as well as investment and business owner planning strategies.
The real impact of this shift in thinking, as shown through my clients’ success, lit a desire in me to help other advisors do the same through fee-based planning. That’s when I decided to collaborate with Dan Sullivan, the respected founder of Strategic Coach, to refine the processes of Custom Wealth Management into what it is today.
By 2010, Custom Wealth Management had developed to a point where other advisors could take on its in-depth process and adapt it to best fit their needs and the needs of their clients.
When reflecting on the success seen by Custom Wealth management, I’d like to think that my greatest achievements derive from the things I did because of my frustration with particular aspects of the finance industry. The biggest of them all is the realization of how little the consumer understands about different types of advisors.
Outside of the office, I love to travel and be in the water, specifically at my lake house with my wife Kristin, sons Andrew and Cooper and daughter Paige.
I have traveled to all but four of the 50 states. I have yet to visit North Dakota, South Dakota, Wyoming or Montana.
Cheers! My name is Alix and I’m Custom Wealth Management’s Administrative Planning Specialist. That means I oversee the fee-based planning process, operations and procedures and serve as a point of contact for clients, plan sponsors and retirement plan participants.
I’d like to think that my years of experience in the field have allowed me to act as a resource for other CWM team members and advisors around the country. I’ve got a knack for creating and implementing processes that have led me to be a sought-after speaker on workflows and practice efficiency.
I obtained my undergraduate degree from the University of Rhode Island Magna Cum Laude in 2007, where I majored in Business Administration with concentrations in Marketing and Management. I went on to complete my Juris Doctorate degree at Syracuse University in 2010.
Before joining CWM, I practiced in an estate planning law firm where I drafted estate documents and managed probate and trust administrations.
I currently call East Syracuse, NY home and have one roommate, Gus (a very stubborn Shiba Inu). I like to stay active within the community as a former Mentor with Advocates Incorporated, Arise & Ski volunteer and as a member of the Labrador Mountain Ski Patrol.
I am securities and insurance licensed as well as a non-practicing member of the New York State and New Jersey State bars.
I didn’t have a name for the first week and a half after I was born. My family just called me “Cupcake” until I was named!
*Licensed with New York State Bar and New Jersey State Bar. Non-practicing.
‘Ello gov’nor! My name is Erik and I’m the administrative retirement plan specialist here at Custom Wealth Management. I assist John in helping CWM clients in achieving their ideal retirement strategy by providing their company with a retirement plan suitable for their needs through the proven 401k Fiduciary. This process assists plan sponsors in navigating the retirement plan marketplace by identifying new opportunities. In addition, I assist John by conducting investment analyses for client portfolio optimization. I am securities licensed.
My earliest understandings of the business world came from home. My family owns a security company in my hometown of Buffalo, NY. I decided to alter my career path from entering the family security business to deliver financial security to people across the country.
I am a graduate of the revered Madden School of Business at Le Moyne College with a degree in Finance and Management Information Systems. I started with CWM as an intern in February 2016 and became a full-time team member in June 2017.
When I’m not assisting at CWM, I spend my free time in the gym: lifting weights, boxing and spinning. During the winter I love to snowboard -a big reason why I decided to move to Syracuse. I’m lucky enough to hit the slopes for what feels like 8 months a year. And whether I’m eating peanuts at a Bison’s baseball game or routing for the Bills in a blizzard, I love to attend Buffalo sporting events.
I’m already experienced in snowboarding and wakeboarding, but learning how to surf marks the top of my bucket list. Unfortunately, there aren’t too many waves large enough to surf in Buffalo or Syracuse. Maybe someday I’ll make it out to Hawaii!
Howdy! My name is Mackenzie and I’m Custom Wealth Management’s marketing specialist. In this role I oversee the development and execution of marketing and social media efforts across all platforms for both client education and new client acquisition.
Prior to taking on marketing for CWM, I was the insurance specialist and executive assistant for nearly two years. Life before CWM was an experiment in dabbling – I obtained degrees in Exercise & Sport Science and Computer Science, as well as a Master’s degree in Health Education. Past jobs include bartending, collegiate strength and conditioning coaching and assisting in a chiropractic office.
I’ve always had a knack for problem-solving, which plays out well in taking on new challenges here at CWM. My hobbies include learning new things, reading, working out and anything outdoors.
I can write forwards and backward at the same time!
G’day mates! My name is Andrew, but most people just call me Hodge, and I’m the Operations Specialist at Custom Wealth Management. My co-workers consider me to be an indispensable part of the team because I have my hand in almost every aspect of the practice. This includes managing the fee-based process, coordinating back-office logistics and being the go-to person when someone just needs an extra hand. I also work with advisors and teams around the world that have adopted our trademarked planning process to help them serve their own clients.
I obtained a degree in Business Administration with a concentration in Finance from SUNY Fredonia in 2009. I joined CWM in May 2011 as a part-time intern and became a full-time team member a year later. My time with CWM has been very exciting for me, as I’ve had the privilege of watching the team grow in team members and the firm evolve with the times. I currently have a New York State Life and Health License.
Outside of the office, I am active in the community and held a position on the Village of Manlius Zoning Board of Appeals until a recent move. I love music, attending live concerts and a variety of sports such as basketball, soccer and golf.
I have seen over 200 live music concerts across the country!
Hello! My name is Candace and I’m Custom Wealth Management’s insurance specialist and executive assistant. In this role, I assist new and existing clients with their insurance needs. I am currently working toward restoring my New York State life and health insurance license.
I graduated from Onondaga Community College in 1997 and continued my education at Syracuse University majoring in Health and Exercise Science. In 2008, with 9 years of experience working for an Estate Planning Law firm in Syracuse and being life insurance licensed, I joined the team at Custom Wealth Management.
In 2014, I left the team to concentrate on being a mother to my beautiful daughter Lila. Being a partner of Sister Fitness in Baldwinsville, NY, and opening a cleaning service kept me busy with a flexible schedule. Now that my daughter is older, I rejoined the Custom Wealth Management team in January 2019 and am thrilled to be back!
I was a certified Zumba instructor for over six years!