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.

Scott Stevens, ChFC^®AEP^® RICP^®CLF®

President | Financial Planner

As President and Financial Planner, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and...

Nate Stevens, AAMS^®, AIF^®

Portfolio Operations

Nate provides research for Eastgate Financial Group as well as assisting in portfolio administration. His lifelong love for economics and current events brings valuable insights into market trends and long-term outlooks. His support...

Amanda Roff

Operations Manager

Amanda’s top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues. Amanda ensures smooth day-to-day office operations and promotes high...

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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