Our Team | Financial Advisors | Syracuse, NY

Who We Are

Achieving and maintaining financial independence is an active pursuit. It’s about creating the life you desire, empowering you to pursue your passions and purpose. As an independent firm, we have the freedom to offer a wide range of strategies from multiple sources, enabling us to craft personalized plans tailored specifically for you.

Amanda Roff

Operations Manager

The steady presence behind every client relationship — bringing care, organization, and reliability to every detail from day one.

Nate Stevens
^{AAMS® AIF®}

Portfolio Operations

Manages portfolio research, construction, and administration with precision and discipline.

Scott Stevens
^{ChFC®AEP® RICP® CLF®}

President | Financial Planner

Brings the key pieces of a client's financial life into focus — translating complexity into a coordinated strategy and a plan built to last.

Our Professional Resources

As needed, we take a collaborative approach with other professionals. Providing additional outside resources is part of our process to help you pursue your wealth and lifestyle goals.

Our Outside Alliances Include:

Estate Planning Attorneys
Elder Law Attorneys
Mortgage Brokers
Property and Casualty Brokers

Certified Public Accountants
Residential Realtors
Business Law Attorneys
Business Valuation Professionals

Alliances above are referrals only and not affiliated with LPL Financial or Eastgate.

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