ABOUT US
Commonwealth Research Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.
ABOUT US
Our Team
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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. MORE
Jay Donohue is a founding member and partner of Diversified Wealth Strategies, LLC; an independent financial service firm located in Syracuse, NY. The firm’s advisors provide comprehensive financial and wealth management advice to meet the needs of you, your family, or your business/practice across the Eastern United States. MORE
Carl has almost 40 years of experience in the financial services industry, the last 28+ years focusing on Investment Advice, Comprehensive Wealth Management, and Retirement Plan Consulting for businesses, professionals, individuals, and families. MORE
Chris is a partner and wealth manager with Diversified Wealth Strategies, LLC. He has been providing comprehensive financial solutions for clients who want to effectively accumulate, protect, and distribute their wealth since 1998. MORE
Gary is a CERTIFIED FINANCIAL PLANNER™ professional who has been working with individuals and business owners for over nineteen years. He specializes in wealth accumulation, management, and distribution, with a focus on individuals who are approaching retirement. MORE
Patrick is a financial professional with Diversified Wealth Strategies, LLC, helping businesses and individuals alike to protect and grow their assets. MORE
Bill is one of the founding partners of Diversified Wealth Strategies, LLC. As a CERTIFIED FINANCIAL PLANNER™ professional, 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. MORE
Skip is a wealth manager with Diversified Wealth Strategies, LLC, specializing in comprehensive financial planning for his clients. Skip offers specialized financial assistance to small business owners and 401k planning. MORE
Bill is a CERTIFIED FINANCIAL PLANNER™ professional with Diversified Wealth Strategies. He works side by side with both individuals and small businesses to create customized solutions to help meet their financial planning goals today and well into the future. MORE
As a Client Relationship Manager, Tiffany provides service to clients of Gary Croniser, Jay Donohue and Chris Keegan.
As a client relationship manager for Diversified Wealth Strategies, since 2021, Shannon provides service to clients of Bill Zaika and Bill Zaika. In her role, she onboards new clients, services inquiries, completes asset transfers and provides ongoing support. Shannon holds a Bachelor's Degree from Rochester Institute of Technology.
Paula brings over 25 years of experience in the financial services/insurance industry as a senior life insurance underwriter, senior case manager, and paraplanner. As an Operations Manager, she provides ongoing operational support for the office located in Liverpool NY as well as client-related service issues and inquiries. MORE
Tom is the newest member of the Diversified Wealth Strategies team, having served as an intern with the firm in the summers of 2022 and 2023. He has now transitioned to a full-time role as an Advisor Assistant, assisting in administrative and clerical tasks throughout the firm, while also pursuing his FINRA licensing requirements and the CERTIFIED FINANCIAL PLANNER™ designation. MORE
Peter is a Wealth Advisor with Diversified Wealth Strategies, LLC. He specializes in working with individuals and businesses by designing and implementing customized financial plans to help clients achieve their financial goals. MORE
Sara Hall was brought on to our team in August of 2023 and brings with her over 20 years of banking and customer service experience and holds an associate degree in business administration from Columbia College. As the Client Relationship Manager, we are excited to have her be the face and voice of our Liverpool office. MORE
Michael C. Curtis has been in the financial services industry helping advise clients for over 40 years. He was the former president of MCC Financial and joined the Liverpool office of Diversified Wealth Strategies, on January 1, 2024. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, and Chartered Life Underwriter® and also holds the Series 7, 24 and 63 securities licenses. MORE