Michelle Werth, Managing Member, Senior Wealth Advisor
Michelle combines her extensive consultative guidance and relationship management skills with her investment and financial planning knowledge to proactively ascertain clients’ investment needs and financial goals and align them with appropriate solutions.
With a priority driven focus, she strives to deepen client relationships, built on a foundation of loyalty and trust. She endeavors to be a strategic partner, not just to each client but to his or her family and all interested parties in order to ensure flawless execution of all phases of the financial plan.
Michelle was formerly a Senior Relationship Manager with Putnam Investments and obtained her B.A. degree from the University of Massachusetts, Amherst. She holds FINRA Series 7, 63 and 24 certifications as well as insurance licensing for Life, Accident & Health.
Michelle grew up south of Boston and spent several years in New York City prior to moving to the Syracuse area in 2002. She currently resides in Memphis, New York with her husband Brantley and two children, Wyatt and Westin. The family is active in the lacrosse, football and basketball communities and enjoy spending time fishing together on Cross Lake during the summer months.
Danielle Pinckney, Client Engagement and Operations Specialist
Danielle utilizes her consummate operational skills across all levels of the financial planning process, from customer care and professional services to quality assurance and office infrastructure. She oversees and establishes new accounts while providing exemplary management of existing service needs.
Danielle was formerly employed as a Mortgage Loan Officer at KeyBank where she achieved a high level of financial proficiency, made significant organizational enhancements and developed extensive relationships. She is a graduate of Onondaga Community College and is certified in Series 6 & 63 and Life, Accident & Health.
Danielle grew up and currently resides in Memphis, New York with her husband Bryan and two children Luke and Avery. She and her family enjoy sports, boating and spending time with their family and friends.