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
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Mark Baehre '83 Katz & Baehre Williamsville, NY 14221 716.633.3363 mbaehre@katzandbaehre.com http://www.katzandbaehre.com |
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Thaddeus Day '90 Law Offices of Thaddeus V. Day, PLLC Cumberland, ME 04021 207.829.9300 thaddeus@mainelegalservices.net http://www.mainelegalservices.net |
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| George H. Dygert '58 Dygert Wright Hobbs & Heilberg Charlottesville, VA 22911 434.979.5515 ghdygert@charlottesvillelegal.com http://www.charlottesvillelegal.com |
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Ken Magida '67 Law Office of Kenneth S. Magida Great Neck, NY 11021 516. 829.2929 ken@magidalaw.com http://www.magidalaw.com |
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Arkley L. Mastro, Jr. '68 Lavelle & Finn Latham, NY 12110 518.869.6227 amastro@lavelleandfinn.com http://www.lavelleandfinn.com |
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Martin Schwab '83 Bond, Schoeneck & King PLLC Syracuse, NY 13202-1355 315.218.8143 mschwab@bsk.com http://www.bsk.com |
PHILANTHROPIC PLANNING ADVISORS
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Bill Hurd '61 HurdWorks, LLC. Certified Specialist in Planned Giving Nevada & Colorado 818.326.4492 Bill@BillHurd.com BillHurd@pacbell.net |
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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 |
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Tom Daost '70 Financial Representative MetLife Salisbury, NC 28147 704.636.6920 ext 28 tdaoust@metlife.com L0112234498[exp0413][GA,NC,SC,TN,VA] |
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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 |
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Peter Gordon '81 Financial Advisor Merrill Lynch Florham Park, NJ 07932 973.301.7618 peter.gordon@ml.com www.fa.ml.com/peter.gordon |
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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 |
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| Tom Kroupa '69 Financial Advisor RBC Wealth Management Portland, OR 97205 503.833.5211 thomas.kroupa@rbc.com www.rbcwealthmanagement.com |
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Scott McKay '88 Financial Consultant Charles Schwab & Co., Inc. Pittsford, NY 14534 585.419.0501 scott.mckay@schwab.com |
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| Elliot Simons '76 Financial Services Professional New York Life Insurance Company Waltham, MA 02453 781.398.8699 esimons@ft.newyorklife.com |
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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)

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