To learn more about our Advisors and staff, click on any of their photos below.
Richard I. Kalina
Rich is a partner in Diversified Wealth Strategies, LLC. Our primary focus at DWS is managing client wealth and comprehensive financial planning. We will design a financial strategy specific to your needs.
A graduate of Clarkson University, with a BS in civil and environmental engineering, Rich began his career in the financial services industry in 1984. Throughout his career, he has been recognized numerous times, qualifying for MONY's Hall of Fame, Top 50, President's Council, and Top Club awards and AXA's Circle of Excellence and Centurion awards. These company honors recognize leadership, outstanding sales performance, and service to clients.
In an effort to stay ahead of the field, Rich has earned his CLU® (Chartered Life Underwriter®), ChFC® (Chartered Financial Consultant®), and MSFS (Master of Science in Financial Services) designations and degrees from the American College in Bryn Mawr, Pennsylvania. Rich focuses on investment management, estate planning, and business planning, working with both individuals and businesses. Rich is also an Investment Adviser Representative with Commonwealth Financial Network.
Rich creates value for clients by looking at each client as a unique individual with unique financial needs. He is committed to providing individuals, families, and business owners with the professional attention necessary to develop customized strategies to help them achieve their goals.
Richard I. Kalina is proud to have been recognized as a Founder's Club advisor for 2016—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Jay is one of the founding members of Diversified Wealth Strategies, LLC.
Jay has worked with business owners, professionals, and corporate employees for 23 years, helping them to maximize their financial resources and achieve their goals. He specializes in retirement, investment, and estate planning.
A Syracuse native, Jay received his BS from Clarkson University and his MBA in finance from the University of Texas at Austin. He holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Jay is also an Investment Adviser Representative with Commonwealth Financial Network.
Jay has been recognized for his professional accomplishments and corporate citizenship contributions. He is a member of the Financial Planning Association and the Central New York Estate Planning Council. He is also a past president of the Society of Financial Service Professionals-Central New York Chapter.
Jay is an active family man and very involved with his five children's activities.
Carl A. Dattellas
Carl has more than 28 years of experience in the financial services industry, the last 18 years focusing on retirement planning strategies for business professionals and individuals, specifically, 401(k) plans and IRA rollovers. He received his BS in business administration with a minor in accounting from Le Moyne College. He is also an Investment Adviser Representative with Commonwealth Financial Network.
Carl and his wife, Chris, reside in Camillus, New York, with their five children, Ashley, Stephanie, Gabrielle, Kara, and Anthony. He is an active member of his church and community. He currently serves as president of Greenlawn Cemetery Corporation and formerly served as chairman of the Town of Camillus Housing Authority after more than 14 years of service on its board. He was also president of the West Genesee Sports Booster Club for 7 years.
Carl helps his clients to accumulate, grow, and distribute their wealth. He explains his philosophy: “My role as an advisor is to inform and educate, offer suitable recommendations and solutions for my clients' goals and needs, manage their expectations, and provide them excellent customer service. Each client relationship is special because of the people involved. I want to be a partner in their financial success.”
Carl enjoys watching his children play sports, coaching lacrosse and basketball, volunteering, and spending time with his family and friends.
Chris is a partner and wealth manager with Diversified Wealth Strategies, LLC. He provides comprehensive financial solutions for individuals and businesses who want to effectively accumulate, protect, and distribute their wealth.
Chris is a CERTIFIED FINANCIAL PLANNER™ professional and honors the CFP Board Code of Ethics. Additionally, as an Accredited Investment Fiduciary® (AIF®), Chris specializes in fiduciary standards of care for retirement plans. His Certified in Long-Term Care (CLTC) designation reflects his focus on protecting client assets from the consequences of a long-term illness. He is a graduate of the AXA Institute at Harvard University and is a member of the Financial Services Institute. Chris holds FINRA Series 6, 7, 63, and 65 securities registrations, as well as life and health insurance licenses.
Chris resides in Liverpool, New York, with his wife, Melissa, and their three children, Henry, Oakley, and Charlie. In his spare time, Chris volunteers for various charities and is a member of St. Rose Church in North Syracuse.
He enjoys playing golf, tennis, basketball, and fishing, as well as spending quality time with family and friends.
Patrick is a financial professional with Diversified Wealth Strategies, LLC, helping businesses and individuals alike to protect and grow their assets.
He grew up in upstate New York and now lives in Liverpool with his wife and two sons. He attended high school at Central Square, after which he pursued his undergraduate degree in business science with a concentration in international financial management at Oswego State University. Furthering his education, Patrick studied for his MS in system science at Binghamton University.
Patrick has worked as a financial advisor for the past 13 years. He currently holds FINRA Series 7 and 66 securities registrations, as well as life and health insurance licenses, and is a Level I candidate in the CFA® program. In 2010, Patrick completed fi360’s Accredited Investment Fiduciary® course, earning the AIF® certification. Patrick is also an Investment Adviser Representative with Commonwealth Financial Network.
In his free time, Patrick enjoys golfing, skiing, and spending time with his family.
William T. Zaika
Bill is one of the founding partners of Diversified Wealth Strategies, LLC. As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®, Bill maintains FINRA Series 7 and 66 securities registrations along with life and health insurance licenses and is an Investment Adviser Representative of Commonwealth Financial Network. He is also certified to offer clients information on New York State’s Partnership Program for Long-Term Care.
Bill received his BS in mechanical engineering from the Rochester Institute of Technology. Upon graduation, Bill began a career in energy services working for Niagara Mohawk Power Corporation, which is now a wholly owned subsidiary of National Grid Corporation. From project engineering to buying fuel for generating stations, he continued to excel, holding positions of increasing responsibility. With utility deregulation on the horizon, Bill, along with a partner, developed Capital Energy Services, Inc. The company provided fuel and energy services to utilities, energy marketers, and major energy users throughout the eastern U.S. Shortly thereafter, the company merged with a major energy service company based in New England.
Given his diverse background that has encompassed all areas of management and operations, the desire to help individuals and small businesses with their financial needs was a natural progression.
Having grown up in Camillus, New York, Bill has been a lifelong resident of the Syracuse Metropolitan area. With the support of his wife, Rosanne, they raised two gifted student athletes. He is proud to have his son Bill as part of the Diversified Wealth Strategies team.
Whether it's developing a financial plan, reviewing your insurance needs, developing an investment program, or preparing a detailed asset allocation analysis, Bill's mission is simple—to provide you with up-to-date and cost-effective financial strategies.
Gary is a CERTIFIED FINANCIAL PLANNERTM professional who has been working with individuals and business owners for over fifteen years. He specializes in wealth accumulation, management, and distribution, with a focus on individuals who are approaching retirement. Learn more about the CFP®designation.
Gary graduated from Oswego State University with a major in finance and a minor in economics. He maintains FINRA Series 7 and 66 securities registrations along with life and health insurance licenses and is an Investment Adviser Representative of Commonwealth Financial Network. He is also certified to offer clients information on New York State's Partnership Program for Long-Term Care. In 2010 Gary completed fi360’s Accredited Investment Fiduciary® course, earning the AIF® designation. Learn more about the Accredited Investment Fiduciary® designation.
Gary served on the board of the Armory Square Association as treasurer for four years and was also a board member of the Center Armory Homeowners Association. Gary is an avid golfer, fly fisherman, and guitarist, and he enjoys cooking and traveling. In addition, he is actively involved in the Make-A-Wish Foundation.
Skip is a wealth manager with Diversified Wealth Strategies, LLC, specializing in comprehensive financial planning for his clients. As a Certified Divorce Financial Analyst, Skip offers specialized financial assistance to women faced with major upheaval in their lives. Knowing his clients' need for expert advice on retirement issues, Skip obtained the Chartered Retirement Planning CounselorSM designation and holds the Certified in Long-Term Care designation. Skip also holds life, accident, and health, as well as property and casualty, insurance licenses to help better serve all of his clients' needs.
Happily married to his wife, Jill, for 37 years, Skip is the proud father of three girls. In his spare time, Skip is a fanatical walleye fisherman on Oneida Lake. Another long-time passion is karate. Skip holds a fourth-degree black belt, and although he no longer competes, this has helped him take a disciplined and defensive approach in his efforts to help his clients meet and exceed their long-term goals.