Meet the Team

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.

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

Cooper Smith joined Capital Financial Advisors of New York, LLC. in June 2022 as a paraplanner.  Cooper has begun his pursuit of the CFP designation.