ABOUT US

Our Team

To learn more about our Advisors and staff, click on any of their photos below.

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

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. 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. Learn more about the CFP® designation. . MORE

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.  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

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. MORE

Patrick is a financial professional with Diversified Wealth Strategies, LLC, helping businesses and individuals alike to protect and grow their assets.   MORE

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. MORE

Bill is a financial advisor 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