Paul Sydlansky, CFP®, MBA

About Paul Sydlansky, CFP®, MBA

As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Planning activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner.

When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind.

When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you:

Build a complete, well organized understanding of your financial situation

Understand where your money is going and align spending to achieve your goals

Invest your money wisely, understand risks, and build wealth over time

Invest in your children’s future, including their education

Map out a realistic and achievable plan for your current goals and retirement

Follow proven methods to stay on target, with experts by your side every step of the way

There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way

Paul Sydlansky, CFP®, MBA

About Paul Sydlansky, CFP®, MBA

As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Planning activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner.

When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind.

When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you:

Build a complete, well organized understanding of your financial situation

Understand where your money is going and align spending to achieve your goals

Invest your money wisely, understand risks, and build wealth over time

Invest in your children’s future, including their education

Map out a realistic and achievable plan for your current goals and retirement

Follow proven methods to stay on target, with experts by your side every step of the way

There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way

Brian Sheahen, CPA, CFP®

About Brian Sheahen, CPA, CFP®

Brian is the Founder and Managing Director of Hudson Oak Wealth Advisory. Brian is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a Masters of Science in Taxation (MST) from Fordham’s Graduate School of Business. He has a decade of experience in the financial services industry in New York & New Jersey.

Brian’s blend of unique experience, credentials and belief system means he possesses a rare balance of business owner, wealth advisory, financial planning, investment management and tax expertise not only uncommonly found in the industry altogether, but also in independent, fee-only firms. Brian is also the Founder and Managing Director of Hudson Oak Tax Advisory, a separate tax and advisory firm. Please click here for more information on those services.

EXPERIENCE
Prior to founding Hudson Oak, Brian spent nearly a decade of his career in financial services, primarily working with private wealth clients at larger firms. He most recently was Vice President of Wealth Advisory at BBR Partners, a multi-family office in New York City and one of the largest registered investment advisors (RIA). At BBR, Brian advised ultra-high-net-worth families on their complex wealth; with wealth in some cases up to $1 Billion in family wealth per relationship.

Prior to BBR, Brian worked as a Financial Advisor at Modera Wealth Management, where he focused on financial planning and investment management for high-net-worth clients and gained exposure to the fee-only model. Brian’s experience also includes serving as Private Client Tax Advisor in New York City at Andersen Tax (formerly WTAS) working with corporate CEOs, founders of startups, generational wealth and other financially complex families. Brian started his career at PricewaterhouseCoopers (PwC) one of the “big four” public accounting firms where he gained insight into one of the world’s leading attestation, tax and advisory firms.

CREDENTIALS
Brian is a Certified Public Accountant (CPA). CPA is a designation for qualified accountants that have passed the four sections of the Uniform Certified Public Accountant Examination totaling 14 hours of testing in addition to meeting additional state education and experience requirements. The CPA designation is largely viewed as the most comprehensive and professional credential in accountancy and taxation due to its rigorous standards and requirements to become and maintain licensing.

Brian is a Certified Financial Planner (CFP®). The CFP® is a certification providing a high level of distinction in the profession of financial planning. This certification is recognized for its high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must fulfill Education, Examination, Experience and Ethics requirements.

EDUCATION
Brian received his Bachelor’s degree in Business Administration, with a concentration in Accounting. He graduated with honors from Loyola University Maryland’s Sellinger School of Business & Management. He also earned his Master of Science in Taxation (MST) from Fordham University’s Graduate School of Business Administration, finishing in the top 10% of graduates.

Brian is a member of Beta Gamma Sigma, a fraternal society admitting top performing business students (generally the top 10% of each class) to recognize excellence in both academics and the business community.

PERSONAL
Brian resides in Hoboken, NJ with his wife Allison where their family has roots going back over 100 years. He enjoys reading, playing or listening to music, following sports and always learning about history, financial planning, markets and business. Together, Brian and Allison enjoy traveling and hiking. They regularly hike the Hudson Valley and have visited many of our nation’s National Parks as well as traveling abroad.

Brian and Allison also feel strongly about giving back. They volunteer in the community at Liberty Humane Society and participate in local food drives. They also sponsor a child’s education in Guerrero, Mexico; one of the most impoverished regions of the country.

Andrew Kleinberg, CFP®, CFA

About Andrew Kleinberg, CFP®, CFA

I have over 20 years of experience in how financial markets work …and sometimes fail. I recognized a need for personalized and unbiased advice for the average person’s financial planning and investment decisions that does not require an ongoing obligation, unless the client so chooses. That’s why I have built a firm that does not sell any products other than our advice and makes sure that you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price.

In my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check out my LinkedIn profile.

Lori Dietzler CFP®

About Lori Dietzler CFP®

I offer ongoing financial planning for employees with equity compensation- ISO, RSU, NQSO, ESPP – and/or concentrated company stock positions.

Christopher Cinelli, CFP®

About Christopher Cinelli, CFP®

I founded Capital Insights Group of WNY, an independent Registered Investment Advisory (RIA) firm offering fee-only financial planning and investment management, located in downtown Buffalo, NY. I act as a fiduciary for all of my clients and provide financial guidance that is unique to their needs and situation. Please contact me at puevf@pvtjal.pbz or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.

Dann Ryan, CFP®

About Dann Ryan, CFP®

Dann has more than a decade providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.

Laura Rotter, CFA, CFP®

About Laura Rotter, CFA, CFP®

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fee-only financial life planning firm. Laura runs a unique firm built on the belief that true abundance comes when we create meaning with our money. Her meetings are a safe space for her clients to explore what they value and what gives them a sense of meaning and purpose. Together, they develop and implement a plan that broadens the concept of “investing” beyond financial assets to another scarce resource: time.

Laura had a successful career on Wall Street, managing money for institutional investors, including Citicorp and Para Advisors. Her definition of abundance shifted, and she realized that she was using her life to make money, rather than using her money to make a life. She is drawn to work with others navigating a big life transition, and who are seeking purpose in their lives.

Andrew Altfest, CFP®

About Andrew Altfest, CFP®, MBA

Andrew advises clients about their personal finances and drives financial planning strategies for team members across the firm. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.

As a leader of Altfest Personal Wealth Management, Andrew has spearheaded a number of initiatives to expand the firm. These have included seeking out endorsements for the firm such as that from The New York State Dental Association (endorsed since 2010), organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals group aimed at millennials. He also has encouraged further formalizing investment processes and led the introduction of a new technology process mandate with digital planning, to enhance decision-making, client experience and productivity.

Andrew was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 and 2013, and most recently was ranked in the top 15 percent on the inaugural 2017 Forbes List of America’s Top Next-Generation Wealth Advisors. Additionally, he leads the firm’s efforts in the tax management of investment portfolios, and advises clients on charitable contributions.

Andrew joined the firm in 2003. He received his BA with honors in English from Cornell University, and his MBA from Columbia University’s Graduate School of Business.

Andrew has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones Newswires.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and as chair of the New York City chapter, he has strengthened its membership. He’s on the board of the Lower East Side Jewish Conservancy, mentors young financial advisors and New York University’s CFP students, and serves on the Junior Advisory Board of the New York Common Pantry.

In his free time, Andrew enjoys running, biking, trying new restaurants, traveling and learning about different cultures.

Awards and Recognitions: 

Top 15 Percent, 2017 Forbes List of America’s Top Next-Generation Wealth Advisors

Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team, 2012, 2013

Affiliations: 

Chair, New York City Chapter of National Association of Personal Financial Advisors (NAPFA)

Board Member, Lower East Side Jewish Conservancy

Junior Advisory Board, New York Common Pantry

Corey Peterson, CFP®, EA

About Corey Peterson, CFP®, EA

Corey has been working in the financial services industry for 17 years, as an insurance advisor, investment portfolio manager, estate administrator and income tax preparer.

Corey started Great Hill Advisory in 2016 to incorporate all his past roles in financial services to provide one platform that provides truly comprehensive and coordinated financial planning high and ultra-high net worth clients.

Great Hill Advisory provides family office services to high and ultra high net worth clients. Our services include multi-generational estate and income tax planning, high level asset allocation review and recommendations, investment performance monitoring, insurance reviews and recommendations, and cash flow tracking and analysis.