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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 HD Vest

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

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Michelle joined Cuddy Financial Services in October of 2017. With a Master’s Degree in Industrial Organizational Psychology as well as background in financial services, she will be guiding the team through organization-wide...

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Kim is a wealth advisor and is responsible for overseeing client services, servicing advisory accounts, and managing financial plans

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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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Kristi Matthews

Administrative Assistant

315-252-3600

315-252-3625

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 is responsible for overseeing the tax and accounting department and managing business tax and financial statement engagements.

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Susan has been with Cuddy Financial Services since 2006. She provides broad based support to the accounting department in an array of financial functions, including client-related accounting, reporting and data collection. Susan is a...

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Emily is part of our Small Business Accounting Team, working closely with clients to deliver corporate and partnership tax returns and financial statements. Emily interned with our firm for the summers of 2015 and 2016, and joined us...

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Lori joined the Small Business Accounting Team at Cuddy Financial Services in 2017. She works with clients to deliver corporate and partnership tax returns and financial statements. Lori has over 30 years experience in the field of...

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Andrew joined Cuddy Financial Services in February 2016. He works with individual tax clients, preparing returns and assisting with the coordination of the workflow in the Tax Department. He is a graduate of Ithaca College with a...

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Lynn prepares income taxes for individual clients. She joined Cuddy Financial Services in January 2017, and has 15 years of experience in governmental accounting and budgeting. Lynn is a graduate of Hamilton College and she has an MBA...

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Natalie Krone

Tax/Accounting Administrative Coordinator

3152523600

3152523625

Natalie joined our Tax/Accounting Team in 2017. She is responsible for supporting the Tax and Accounting associates and coordinating project workflow. Natalie studied Business at Cayuga Community College and earned her Bachelor's in...

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