Our People

Paul Corr, CPA/PFS/CFP®

Paul Corr has been helping people manage their finances and realize their personal goals for many years. As a practitioner and a teacher, Paul Corr’s professional credentials and extensive experience in financial planning and investment management bolster the firm’s exceptional expertise.

Walton Williams, CPA/PFS

As a successful CPA providing tax and pension advisory services for clients in the Capital District Area, Walt Williams served on key committees of the American Institute of Certified Public Accountants (AICPA), including the Investment Committee and the Insurance Committee, and the Retirement Committee which he chaired. Walt Williams now focuses solely on financial planning and investment management.

Kerry Mayo, CFA®, CFP®

Kerry Mayo’s background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm. Kerry Mayo’s knowledge of financial markets and investments helps to ensure that clients have the portfolios they need to reach their objectives.

Julie Sciandra, CFP®, MBA

Julie Sciandra joins us after many years as a strategy consultant and project manager. Julie’s academic background and her extensive, relevant business experience complement well our expertise.