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.
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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, with a strong emphasis on professional physician practices. His focus on the unique financial needs of each client has led him to the creation of 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.
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