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 a seasoned professional in the financial services sector, having commenced his journey in 1996. As a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® (AIF®), he has dedicated his career to empowering clients by imparting financial knowledge that enables them to take charge of their financial future.
His expertise is widely recognized, evidenced by his writings for eminent platforms such as CNBC.com, TheStreet.com, Financial-Planning.com, Kiplinger.com, Financial Advisor Magazine (fa-mag.com) & Rethinking65.com.
He has been quoted by Bloomberg Law, Investor’s Business Daily, Advisornews.com, Financial Advisor IQ among others. Additionally, Chris has been a sought-after speaker on financial topics, including an informative session for the Syracuse University football team.
Chris's academic foundation includes two business degrees from the State University of New York. He further enriched his knowledge with a Certificate in Retirement Planning from the Wharton School of Finance at the University of Pennsylvania. His commitment to continuous learning also brought him to the Harvard Faculty Club for a roundtable discussion on Behavioral Finance and Modern Portfolio Theory (MPT).
Beyond his professional pursuits, Chris is invested in his community. He serves as a Corporate Partner of The Community Foundation of Herkimer & Oneida Counties, Inc. His past roles include memberships on the Advisory Board of Directors for the American Heart Association – Mohawk Valley and the Corporate Benefactor Committee for The Ride for Missing Children CNY/MV. He has also participated in the Annual Sitrin Celebrity Classic Wheelchair Basketball Game and coached various youth sports.
Chris' personal time is spent staying active with hobbies such as golf, lap swimming, and running. Family remains his utmost priority. Together with his wife, Bre', and their sons, Chase, and Ashton, they reside in New Hartford, New York. A shared family aspiration is to visit all of the national parks, with the Grand Canyon being a standout favorite thus far.
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.
Chris's vast experience, coupled with his dedication to both his clients and community, positions him as a trusted authority in the realm of financial planning.
