We are pleased to announce that two of our executives have become co-owners of firm. Steven Elwell, vice president and Michael Heburn, chief operating officer, join Rosanne Braxton and Richard Schroeder as owners.
Steven, hired by the company in 2007, heads the company’s financial planning and investment management departments. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of SUNY Alfred. Mike, who joined the firm in 2014, is a graduate of SUNY Potsdam and is also the firm’s chief compliance officer.