As CEO and Managing Partner, I oversee Continuum’s strategic vision while being the lead advisor for managing clients’ portfolios. My clientele includes high net worth individuals and successful businesses, with a strong emphasis on professional physician practices. My focus is always aimed squarely at addressing the unique financial needs of each client, which is what has helped me to develop a thoughtful, yet structured decision-making process. I credit my upbringing as something to draw upon while serving clients - I was always taught to be humble and honest.
I earned my Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in Jan 2004. I attended Memphis State University in Memphis, Tennessee, and The College of St. Rose in Albany, New York. I am a member of both the Financial Planning Association and the IMCA (Investment Management Consultants Association), and I also hold a Series 66 securities license, and a NYS Life, Accident and Health Insurance license.
Outside of work, I love spending time with my wife and five children. You can find me enjoying the outdoors (when the upstate NY weather permits) or cheering for the Colts on Sundays.
Email Tim at email@example.com
I joined Continuum Wealth Advisors in 2021 with over a decade of experience in the wealth management industry. Immediately, I knew this was the place for me. My role here is Chief Investment Officer, where I am responsible for investment research, portfolio oversight, and communication of our strategies. My passion for the market extends beyond working hours, and I am constantly looking to expand my base of knowledge. To that end, I am both a CFA Charterholder and a CMT Charterholder. Those two designations represent many hours of hard work and sacrifice in pursuit of my post-college education. I also hold a Bachelor of Science in Financial Economics from Binghamton University.
Everything I do is driven by the desire to provide the best possible client experience. You worked hard to save that money - my job is to make sure it, in turn, works hard for you.
When not in the office, I love spending time with my wife and two sons. The remaining "me time" is spent cheering for the NY Giants and NY Rangers, practicing Brazilian Jiu-Jitsu, reading, exercising, and skiing.
I always love to chat markets so don't hesitate to reach out to me: firstname.lastname@example.org
James (JT) Cox has joined Continuum Wealth Advisors with over 13 years in the financial services industry. JT's role will be to meet with current and prospective clients to provide comprehensive financial planning on an ongoing basis.
JT currently holds the CERTIFIED FINANCIAL PLANNER® designation, The ChFC® Chartered Financial Consultant ® designation and the Behavioral Financial Advisor BFATM designation. JT holds a Bachelor of Arts in Management from Syracuse University and an MBA from SUNY Albany.
JT and his wife Julie live in Saratoga Springs with their 3 children Jackson, Declan and Beckett and their husky Denali. When not in the office JT can usually be found on the sidelines of one of his children's sporting events or on adventure in the woods. JT and his boys are aspiring 46ers and love spending time in the Adirondacks.
When asked why he joined Continuum Wealth Advisors JT had this to say:
"I am excited to join one of the premier boutique financial planning firms in the capital district. I am impressed with the passion, knowledge and experience that Tim, David and Jen use to serve their clients. I believe my experience and focus on financial planning will be a strong fit with this firm that will help propel us forward."
If you would like to connect with JT he can be reached at email@example.com
Jennifer is the Portfolio Services Manager for Continuum’s Investment Advisory Services, having entered the financial field in 1997. She provides personalized portfolio maintenance for clients including the establishment and transfer of accounts, trading, distributions and asset recommendations, for which anticipating client needs is a key part of that process. In addition, Jennifer is responsible for maintaining and operating the client portfolio reporting system, as well as client advisory fee processing and billing. Overseeing the compliance activities of the firm is another aspect of her day-to-day responsibilities.
Jennifer 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 firstname.lastname@example.org