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 CERTIFIED FINANCIAL PLANNER(R) and Trivia Maven. That means I oversee the fee-based planning process, our operations & procedures, serve as a client contact and team trivia instigator. Along with my financial planning and trivia prowess, 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 (Go Rhody!) I went on to complete my Juris Doctorate degree at Syracuse University in 2010 and my CERTIFIED FINANCIAL PLANNER(R) certification in 2019. All this really means is that I spent a lot on making sure I have the education to serve my clients. Before joining CWM, I practiced law focusing in Estate Planning.
I currently call East Syracuse, NY home and have one roommate, Gus (a very stubborn Shiba Inu). I like to think of myself as active because I've run 1 half-marathon and completed 1.5 high peaks in the Adirondacks.
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.
Hi there! My name is Dan and I'm dedicated to providing you with the world class planning experience you deserve. By making your financial life simpler, I help physicians, dentists, and business owners like you keep your focus on the complexities of your patients and businesses rather than the complexities of your financial statements.
For some background, I went to Boston College on a baseball scholarship (thankfully, no Tommy John surgery for this pitcher), but discovered I pitched better in the sunshine when I transferred to Florida Southern College. After earning a B.S. in Financial Management in 2009, I went straight into the financial services industry and haven’t looked back!
I hold the Accredited Investment Fiduciary (AIF) designation from the Center of Fiduciary Studies. This designation is awarded to candidates who have undergone significant training and education on the roles and responsibilities of Retirement Plan Fiduciaries and the laws that govern Fiduciary issues. I am also Series 7, 6 and 63 licensed.
Dan is currently a member of the Red Shoe Society. The Red Shoe Society is an organization that help keep families with seriously ill children together when they travel to Syracuse to receive medical care at area hospitals and affiliated clinics. RSS members work together to raise money, donate their time and provide much needed volunteer efforts to benefit Ronald McDonald House Charities of Central New York. I am also currently on the Board for Skaneateles Lakeshore Little League and was formerly on the board of the Syracuse Silver Knights Foundation Inc, serving the Central New York community by creating athletic and creative educational youth programs, that strive to enrich the lives of deserving children and provide opportunities which motivate them to live up to their potential, and help guide them towards a positive and well-rounded future.
In 2013 I was presented with the Forty Under 40 award which recognizes 40 young leaders under the age of 40 who excel in the workplace, volunteer, and give back to the CNY community. Part of that giving back includes coaching boys little league baseball in Skaneateles with some familiar faces I was lucky to grow up with.
Most of my spare time involves spending time with my wife Candice, daughter Lennon, and son Hayes. My family currently resides in Skaneateles, NY and we love exploring, trying new restaurants and staying active.
Dan and his wife got married on the top of a mountain in New Zealand!
Hi all! My name is Perry and I am one of the Certified Financial Planners here at Custom Wealth Management. Our job as a team at CWM is to help you understand:
I graduated from SUNY Oswego in 2002 majoring in Business Administration. From there I moved to Florida and gained valuable experience in both management and sales positions before going back to school to earn a degree in Professional Golf Management in 2007.
In 2009 I was offered the General Manager position at Timber Banks Golf Club which is what brought me back home. In the fall of 2013, the financial industry came calling. I earned the CERTIFIED FINANCIAL PLANNER® certification in 2017 which is what eventually led me here, to CWM.
Outside of the office I spend most of my time with my daughter Michaela and son Perry IV. When I can sneak away, it is usually to the golf course unless it is Sunday, in which case you will find me on the soccer pitch. I am the team captain of the 2 time defending champs of a co-ed soccer league.
My middle name is Pro…… just kidding.
Actually, I don’t have a middle name, and neither does my father (Perry Jr.) or my son (Perry IV).
Hello. My name is Sam and I look forward to helping people achieve their financial goals and aspirations. I’m a big believer in the need for everyone to have some level of financial literacy and, as such, I’ve always worked to help simplify financial concepts necessary for people to understand and achieve their goals. I am a Syracuse, NY native and have lived here my entire life except for a three-year stint in Orlando, FL.
After achieving my undergraduate degree in Accounting from Canisius College in Buffalo, I found a great path for myself in the corporate world. I worked for a couple of small companies for the first few years before taking a role at United Technologies @Carrier Corporation. After 9 years and a move to Orlando to help lead their largest Distribution Center and experience the joy of hurricanes, we moved back to Syracuse with our first child (Jack) and I took a lead finance role as the International Manager of Financial Planning and Analysis at Cooper Crouse-Hinds in Syracuse, NY. Following 7 years of increasing roles in Finance and M&A, I was able to help close 5 acquisitions and left as Director of FP&A and acquisition Integration. Leveraging this experience, I took a new opportunity as Executive Director of Financial Planning and Analysis at ITT Corporation. I spent ~7 years at ITT, leaving as a CFO of a half-billion-dollar Global Aftermarket and Engineered Pumps business including serving temporarily as the acting-GM of the company’s largest manufacturing facility. I was happy to receive the company’s highest award (the President’s award) for stepping into the acting GM role which was outside of my background and quite frankly, outside of my comfort zone, however, it was one of the best experiences I’ve had in my career. After 25 years in Corporate Finance, I’ve made a conscious decision to move into Personal Financial Wealth Advising because I have a natural desire to help people improve their financial well-being. I’ve done all of this with the unyielding support and patience of my beautiful wife, Nicole and my two favorite teenagers, Jack and Bianca.
Aside from my degree in Accounting and my MBA, my wife and kids tell me that I have a Doctorate in Sarcasm; however, what they see as sarcasm, I see as adding levity to their lives…
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 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!
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 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!
Greetings! I am the Executive Assistant to Dan Bennett, helping to keep our commitment to you by streamlining communication. When interacting with me, my goal is for you to feel like you’re getting Ritz-Carlton level of attention, no matter the simplicity or complexity of your service needs.
My career in financial services began in 1979, so I bring with me over four decades of witnessing market cycle emotions and experiences. Throughout the years I’ve served as a Bookkeeper, Office Manager, Personal Assistant to the General Agent Emeritus, and Group Insurance Specialist and I have yet to meet a challenge I couldn’t help a client overcome. I currently hold my New York State life, accident and health insurance license.
I’ve been happily married to my husband of 31 years who, believe it or not, I met on a blind date! We have two children and reside in the Town of Frankfort. When time allows, I enjoy reading, crafting, and traveling. Greece is up next on my bucket list!