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Continuum Wealth Team

At Continuum Wealth Advisors, LLC we are always committed to thoughtful planning and excellent service. We believe our strength lies in our ability to recognize the distinct situations and needs of our clients. Our solutions are simply based on the quality of financial strategy and appropriateness for each client’s needs.

 

Timothy M. Smith | AAMS Photo
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Timothy M. Smith | AAMS

Chief Executive Officer and Principal

Timothy M. Smith | AAMS

Chief Executive Officer and Principal


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.

Email Timothy at tsmith@contwealth.com


C. Jerome Mopsik  Photo C. Jerome Mopsik  Hover Photo
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C. Jerome Mopsik

Director of Advanced Planning

C. Jerome Mopsik

Director of Advanced Planning


Jerome is the Director of Advanced Planning for Continuum Wealth Advisors, LLC. As Director of Advanced Planning, he is responsible for both special business operations projects as well as working with individual and business advisory clients. His passion for saving, investing and helping his clients achieve their goals through a focused customized approach is what sets him apart.

Jerome attended Skidmore College in Saratoga Springs, NY, where he earned a Bachelor of Arts and graduated with honors; double majoring in Economics and Business Administration. Working for more than 12 years in settings across high net worth family offices as well as insurance and finance, he adds a depth of experience to the team. Jerome is a member of the Financial Planning Association and its local Northeastern New York chapter. He currently holds a Series 66 Securities license.

Email Jerome at cjmopsik@contwealth.com


Holly M. Reilly Photo
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Holly M. Reilly

Operations Manager

Holly M. Reilly

Operations Manager


Holly is the Operations Manager for Continuum Wealth Advisors, LLC and joined the team in 2003 after many years at a Fortune 500 engineering 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 hreilly@contwealth.com


Jennifer L. Henry | CRPS Photo
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Jennifer L. Henry | CRPS

Portfolio Services Manager

Jennifer L. Henry | CRPS

Portfolio Services Manager


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, 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 jhenry@contwealth.com