Dennis D. Coughlin, CFP®, AIF®
Co-founder
Since 1996, Dennis has been helping individuals and business owners make informed decisions about their finances, enabling them to protect and maintain their quality of life while creating a sound legacy. His singular professional focus is to serve as a financial advocate for his clients by ensuring they understand the financial strategies they have implemented — strategies designed to give them the confidence and comfort that comes from knowing their financial lives are in order.
Dennis is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. He’s passionate about educating people on the wide variety of financial topics in which he is well versed, so he is a frequent speaker at numerous schools, colleges, and private corporations regarding the importance of effective financial planning. He enjoys writing, and has been published in several local media outlets as well as by CNBC.com, OnWallStreet, FinancialPlanning.com, Kiplinger, and he is frequently quoted in the media.
Dennis graduated from the State University of New York with a degree in finance that included a concentration in accounting. He later continued his education at the Wharton School of Finance at the University of Pennsylvania, earning a certificate in retirement planning, and participated in a roundtable discussion on behavioral finance and modern portfolio theory at the Harvard Faculty Club.
On a personal note, Dennis has a deep passion for his family, his wife, Jennifer, and their two beautiful children, Allie and Jake. They’re residents of Whitesboro, New York, where Dennis loves to be outside, golfing, fishing, biking, and swimming. You can also often find him in the kitchen, cooking up a tried-and-true favorite or experimenting with a new edible creation for family and friends.
Fun Fact about Dennis: He loves the outdoors so much that he obtained his NYS Guide license, so he can help others enjoy it, too.
Hometown:
Marcy, NY
Favorite Movie:
Goodwill Hunting
Ideal Dinner Guest:
Jennifer, Alexandria, Jacob & Edward Kinney (my Great Grandfather – my best friend whom my children were not able to meet).
Qualities I Admire in People:
Humility, Honesty, Gratitude, and Sense of Humor
Words to Live By:
“We cannot solve our problems with the same thinking we used when we created them.” – Albert Einstein
Christopher C. Giambrone, CFP®, AIF®
Co-founder
Chris is passionate about his work and thoroughly enjoys educating and empowering his clients to take greater control of their financial lives. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® (AIF®), he has worked in the financial services industry since 1996.
Chris enjoys educating people about financial planning. He’s been published on CNBC.com, Retirement Investor, Rethinking 65, FinancialPlanning.com, Kiplinger, Financial Advisor, and is frequently quoted in the media. Chris is also a popular speaker; as a sports fan, one of his favorite engagements was educating the Syracuse University football team on an array of financial topics.
Chris has two business degrees from the State University of New York. He subsequently earned a certificate in retirement planning from the Wharton School of Finance at the University of Pennsylvania and participated in a roundtable discussion about behavioral finance and modern portfolio theory at the Harvard Faculty Club.
Chris actively supports his community as a Corporate Partner of The Community Foundation of Herkimer & Oneida Counties, Inc., and he’s served as a member of the Advisory Board of Directors for the American Heart Association – Mohawk Valley, and the Corporate Benefactor Committee – The Ride for Missing Children CNY/MV. He’s also participated in the Annual Sitrin Celebrity Classic Wheelchair Basketball Game, and has coached various youth sports.
In his spare time, Chris likes to play golf, lap swim, and run, but his top priority is his family. He enjoys spending quality time with his wife, Bre’, and their sons, Chase and Ashton. They live in New Hartford, New York.
Fun Fact about Chris: He and his family have a goal to visit all of the national parks. Their favorite thus far is Grand Canyon.
Hometown:
Frankfort, NY
Favorite Book or Movie:
A New Earth
Ideal Dinner Guest:
Warren Buffet or Jack Nicklaus
Qualities I Admire in People:
Patience, Kindness & Ambition
Words to Live By:
If you cannot change something you would like to; change the way you think about it.
