Broker Check

Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


*These services are offered by Dan Cuddy through his affiliation with Avantax.

 

Daniel R. Cuddy, CPA, CFP®

Wealth Advisor

(315) 252-3600 ext. 31

dcuddy@cuddyfinancial.com

Dan has over 30 years experience in financial services, wealth management, public accounting and tax planning.

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Diane (Dee Dee) Schenck

Operations Manager

dschenck@cuddyfinancial.com

Dee Dee joined the firm in 2019. She is responsible for overseeing and supporting all aspects of the firm including human resources, information technology, marketing, and administrative support. In addition, Dee Dee provides support...

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Michele Petrosino Whiting

Administrative Coordinator

mwhiting@cuddyfinancial.com

Michele joined the firm in July of 2019. She is responsible for assisting the tax department with daily tasks, helping to coordinate the tax season and assisting with tax related activities throughout the year. Michele resides in...

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Stephanie Raymond

Tax Preparer

sraymond@cuddyfinancial.com

Stefanie Raymond joined the firm in 2020. She has been preparing both individual and small business tax returns. Stefanie has over 10 years’ experience of tax prep.

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Danelle Ceratt

Clint Services Representative

dceratt@cuddyfinancial.com

Danelle is responsible for assisting in servicing clients’ investment accounts and handling administrative matters for the wealth management team. Danelle joined Cuddy Financial Services in 2019. She is a Notary Public and has...

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Bridget Cuddy

Special Projects Associate

bridgetcuddy@cuddyfinancial.com

Bridget is a recent 2020 graduate from The Pennsylvania State University where she double-majored in Spanish and Global and International Studies. She received her honors degree in Community, Environment, and Development. Bridget has...

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Joshua Cuddy

Special Projects Associate

jcuddy@cuddyfinancial.com

Josh recently finished his sophomore year at the University of Pittsburgh. While in school, he studies Industrial Engineering and plans to minor in Economics. At Cuddy Financial, he works as a Special Projects Associate, with a focus...

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Liam Cuddy

Special Projects Associate

lcuddy@cuddyfinancial.com

Liam recently graduated from Niagara University with a degree in Communications and Media studies, and minored in Writing, Philosophy and Film. At Cuddy Financial, he holds the title of Special Projects Associate and works to update...

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Christine Park

Accountant

cpark@cuddyfinancial.com

Christine is responsible for preparing tax returns and financial reports. Christine holds a B.S. in Accounting from LeMoyne College and obtained her CPA license in 2012. She has 20 years of experience in Accounting for businesses and...

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Rose McIntosh

Financial Services Assistant

(315) 215-6133

(315) 215-6133

rmcintosh@cuddyfinancial.com

Rose is responsible for servicing clients’ investment accounts and handling administrative matters for the wealth management team. Rose serves as the liaison between the advisors and our investment clients.

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Mark Carr

CPA

(315) 215-6146

(315) 215-6146

mcarr@cuddyfinancial.com

Mark is responsible for overseeing the tax and accounting engagements.

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Kristi Matthews

Executive Administrative Assistant

(315) 215-6152

(315) 215-6152

kmatthews@cuddyfinancial.com

Kristi joined the Firm in December 2014. She is responsible for assisting clients and coordinating the firm's daily activities. Kristi resides in Weedsport, and possesses over 20 years of experience in the legal/administrative field.

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Mark McGraw

CPA

(315) 215-6136

(315) 215-6136

mmcgraw@cuddyfinancial.com

Mark joined the firm in 2018 and brings with him over 30 years of experience in the tax and accounting business. Mark has extensive experience in the construction industry, unions, professional services as well as real estate...

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Tricia Kerr

Consultant

(315) 215-6147

(315) 215-6147

tkerr@cuddyfinancial.com

Trish joined the firm in 2018 and provides administrative and operational support primarily to the Tax Department. Trish is a graduate of Cayuga Community College and SUNY College of Environmental Science and Forestry. She has worked...

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