Background Image

Alumni Advisors

Below you will find a list of Clarkson alumni who work in professions and have expertise within the the estate planning field.  Please note this list is to be used as a resource only.  Clarkson is not able to make any recommendations for professional services.

Estate Planning Attorneys

Philanthropic Planning Advisors

Financial Advisors



ESTATE PLANNING ATTORNEYS

Mark Baehre '83   Mark Baehre '83
Katz & Baehre
Williamsville, NY  14221
716.633.3363
mbaehre@katzandbaehre.com
http://www.katzandbaehre.com
Thad Day 90'   Thaddeus Day '90
Law Offices of Thaddeus V. Day, PLLC
Cumberland, ME  04021
207.829.9300
thaddeus@mainelegalservices.net
http://www.mainelegalservices.net
  George H. Dygert '58
Dygert Wright Hobbs & Heilberg
Charlottesville, VA 22911
434.979.5515
ghdygert@charlottesvillelegal.com
http://www.charlottesvillelegal.com
Ken Magida '67   Ken Magida '67
Law Office of Kenneth S. Magida
Great Neck, NY  11021
516. 829.2929
ken@magidalaw.com
http://www.magidalaw.com
Arkley Mastro '68   Arkley L. Mastro, Jr. '68
Lavelle & Finn
Latham, NY  12110
518.869.6227
amastro@lavelleandfinn.com
http://www.lavelleandfinn.com
Martin Schwab '83   Martin Schwab '83
Bond, Schoeneck & King PLLC
Syracuse, NY 13202-1355
315.218.8143
mschwab@bsk.com
http://www.bsk.com

  


PHILANTHROPIC PLANNING ADVISORS 

Bill Hurd '61   Bill Hurd '61
HurdWorks, LLC.
Certified Specialist in Planned Giving
Nevada & Colorado
818.326.4492
Bill@BillHurd.com
BillHurd@pacbell.net




FINANCIAL ADVISORS 

Jeffrey_Corliss   Jeffrey Corliss '85, CLU®, ChFC®, CASL®, CFP®
Financial Planner
Barnum Financial Group, An Office of MetLife
Stamford, CT 06905
203.658.1991
jcorliss@metlife.com
www.jeffcorliss.com
Tom_Daost   Tom Daost '70
Financial Representative
MetLife
Salisbury, NC 28147
704.636.6920 ext 28
tdaoust@metlife.com
L0112234498[exp0413][GA,NC,SC,TN,VA]
Gail_Gardner   Gail E Gardner '90, MBA, CFP®, ChFC®
Director of Financial Planning
Blue Ocean Strategic Capital, LLC
Syracuse, NY 13204
315.471.2672 ext. 4211
geg@boscllc.com
www.boscllc.com
Peter_Gordon   Peter Gordon '81
Financial Advisor
Merrill Lynch
Florham Park, NJ 07932
973.301.7618
peter.gordon@ml.com
www.fa.ml.com/peter.gordon
Robert_Hart   Robert Hart '70
Vice President - Investment Officer
Wells Fargo Advisors, LLC
Evergreen, CO 80439
303.679.2106
robert.hart@wfadvisors.com
www.wfadvisors.com/robert.hart
  Tom Kroupa '69
Financial Advisor
RBC Wealth Management
Portland, OR 97205
503.833.5211
thomas.kroupa@rbc.com
www.rbcwealthmanagement.com
Scott McKay   Scott McKay '88
Financial Consultant
Charles Schwab & Co., Inc.
Pittsford, NY 14534
585.419.0501
scott.mckay@schwab.com
  Elliot Simons '76
Financial Services Professional
New York Life Insurance Company
Waltham, MA 02453
781.398.8699
esimons@ft.newyorklife.com
Tim_Taylor   Tim Taylor '84
Advice-only, Financial Planner
Taylor Financial Planning 
Mount Airy, MD 21771
240.620.9877
tim@taylorfp.com
www.taylorfp.com

If you are a Clarkson alumnus employed in one of the professions listed above and would like to be included on this list, please email tplanty@clarkson.edu or call 315.268.7810.


This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift. (rev. 11/2011)