Timothy M. Smith | AAMS
Tim is the Chief Executive Officer and Principal of Continuum Wealth Advisors, LLC. As Director of Investment Advisory Services, he oversees Continuum’s investment, qualified retirement plan, wealth management, and annuity lines of business. Tim’s clientele includes high net worth individuals and successful closely held businesses, including a strong emphasis on professional physician practices. His focus on the unique financial needs of each client has helped him create a thoughtful, yet structured, decision-making process.
Tim earned his Accredited Asset Management Specialist designation from The College for Financial Planning and has over 20 years of experience in the financial industry. He attended Memphis State University in Memphis, Tennessee and The College of St. Rose in Albany, New York. Tim is a member of the Financial Planning Association and its local Northeastern New York chapter. He is also a member of IMCA, Investment Management Consultants Association. Tim holds a Series 66 securities license, as well as NYS Life, Accident and Health Insurance licenses.
Email Timothy at firstname.lastname@example.org
Jennifer L. Henry | CRPS
Jennifer is the Portfolio Services Manager for Continuum’s Investment Advisory Services, having entered the financial field in 1997. She provides portfolio maintenance for clients including the establishment of accounts, asset transfers, trading, distributions and fund recommendations. She earned her Chartered Retirement Plans Specialist designation through The College for Financial Planning and received her BA in Mathematics from Hartwick College in Oneonta, New York. She holds a Series 66 securities license.
Email Jennifer at email@example.com
Holly M. Reilly
Holly is the Operations Manager for Continuum Wealth Advisors, LLC and joined the team in 2003 after many years in an engineering environment at a Fortune 500 company. She is responsible for maintaining and operating the client portfolio reporting system as well as client advisory fee processing and billing. Additionally, she administers the life and long-term care insurance processing and oversees the technology operations within the firm. Holly earned a Bachelor’s degree in Mathematics from the College of Saint Rose in Albany, NY and a Master’s degree in Computer Science from Union College in Schenectady, NY.
Email Holly at firstname.lastname@example.org
CONTINUUM TAX ADVISORS, LLC
Stephen Cutting-Miller | CPA
Stephen is a Partner of Continuum Tax Advisors, LLC. Stephen joined the firm in 2015 with over 12 years of experience in the financial planning industry providing investment, tax and estate planning services to high net worth individuals and their families. Stephen is a licensed CPA in the state of New York and a current member of the New York State Society of CPAs. Stephen also holds a Series 65 securities license and is a member of the Northeastern New York chapter of the Financial Planning Association. He received a BBA in Accounting from Siena College in Loudonville, New York. Stephen serves on the Board of Directors of the Franklin Community Center in Saratoga Springs.
Email Stephen at email@example.com