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Alumni Advisors

In this Section

Below is list of Clarkson alumni who work in the estate, philanthropic and financial planning fields.  While Clarkson is not able to recommend specific advisors, a Clarkson alumnus may be a good place to start.

Estate Planning Attorneys

Philanthropic Planning Advisors

Financial Advisors



ESTATE PLANNING ATTORNEYS

Mark Baehre '83   Mark Baehre '83
Katz & Baehre
Williamsville, NY  14221
716.633.3363
mbaehre@katzandbaehre.com
http://www.katzandbaehre.com
Thad Day 90'   Thaddeus Day '90
Law Offices of Thaddeus V. Day, PLLC
Cumberland, ME  04021
207.829.9300
thaddeus@mainelegalservices.net
http://www.mainelegalservices.net
  George H. Dygert '58
Dygert Wright Hobbs & Heilberg
Charlottesville, VA 22911
434.979.5515
ghdygert@charlottesvillelegal.com
http://www.charlottesvillelegal.com
Ken Magida '67   Ken Magida '67
Law Office of Kenneth S. Magida
Great Neck, NY  11021
516. 829.2929
ken@magidalaw.com
http://www.magidalaw.com
Arkley Mastro '68   Arkley L. Mastro, Jr. '68
Lavelle & Finn
Latham, NY  12110
518.869.6227
amastro@lavelleandfinn.com
http://www.lavelleandfinn.com
Martin Schwab '83   Martin Schwab '83
Bond, Schoeneck & King PLLC
Syracuse, NY 13202-1355
315.218.8143
mschwab@bsk.com
http://www.bsk.com

  


PHILANTHROPIC PLANNING ADVISORS 

Bill Hurd '61   Bill Hurd '61
HurdWorks, LLC.
Certified Specialist in Planned Giving
Nevada & Colorado
818.326.4492
Bill@BillHurd.com
BillHurd@pacbell.net
Andrew Napierala '01   Andrew Napierala '01
Alliance Advisory Group
Sales Manager & Field Representative
Pittsford, NY
585.264.1111
andrew.napierala@allianceadvisorygroup.com




FINANCIAL ADVISORS 

Jeffrey_Corliss   Jeffrey Corliss '85, CLU®, ChFC®, CASL®, CFP®
Senior Vice President
RDM Financial Group
Westport, CT 06880
203.255.0222
jcorliss@rdmfinancial.com
www.rdmfinancialgroup.com
Tom_Daost   Tom Daost '70
Financial Representative
MetLife
Salisbury, NC 28147
704.636.6920 ext 28
tdaoust@metlife.com
L0112234498[exp0413][GA,NC,SC,TN,VA]
Gail_Gardner   Gail E Gardner '90, MBA, CFP®, ChFC®
Director of Financial Planning
Blue Ocean Strategic Capital, LLC
Syracuse, NY 13204
315.471.2672 ext. 4211
geg@boscllc.com
www.boscllc.com
Peter_Gordon   Peter Gordon '81
Financial Advisor
Merrill Lynch
Florham Park, NJ 07932
973.301.7618
peter.gordon@ml.com
www.fa.ml.com/peter.gordon
Thomas Hardiman   Thomas O. Hardiman, MS '81 '95
Financial Services Representative
Investment Advisor Representative
MetLife
Massena, NY 13662
315.764.0201 ext 2124
thardiman@metlife.com
www.tomhardiman.metlife.com
Robert_Hart   Robert Hart '70
Vice President - Investment Officer
Wells Fargo Advisors, LLC
Evergreen, CO 80439
303.679.2106
robert.hart@wfadvisors.com
www.wfadvisors.com/robert.hart
  Tom Kroupa '69
Financial Advisor
RBC Wealth Management
Portland, OR 97205
503.833.5211
thomas.kroupa@rbc.com
www.rbcwealthmanagement.com
Scott McKay   Scott McKay '88
Financial Consultant
Charles Schwab & Co., Inc.
Pittsford, NY 14534
585.419.0501
scott.mckay@schwab.com
  Elliot Simons '76
Financial Services Professional
New York Life Insurance Company
Waltham, MA 02453
781.398.8699
esimons@ft.newyorklife.com
John Snyder   John Snyder '60
Financial Advisor
Leigh Baldwin & Co.,LLC
Utica, NY 13501
315.734.1410
jsnyder@leighbaldwin.com
www.leighbaldwin.com
Experienced in Retirement Planning, Investing in Stocks, Bonds, Mutual Funds, SEP and Simple IRA's, 529 Plans for College, ROTH IRA's. Specializes in American Funds Co.
Tim_Taylor   Tim Taylor '84
Advice-only, Financial Planner
Taylor Financial Planning 
Mount Airy, MD 21771
240.620.9877
tim@taylorfp.com
www.taylorfp.com
Randy Zeigler   Randy Zeigler '83, MBA, CFP, ChFC, CLU
Financial Advisor
Ameriprise Financial Services
Oswego, NY 13126
315.342.1227
randy.l.zeigler@ampf.com
www.ameripriseadvisors.com/randy.l.zeigler

If you are a Clarkson alumnus employed in one of the professions listed above and would like to be included on this list, please email tplanty@clarkson.edu or call 315.268.7810.


This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift. (rev. 11/2011)