How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Daniel R. Cuddy, CPA, CFP®
Wealth Advisor
Dan has over 30 years experience in financial services, wealth management, public accounting and tax planning.
Michele Petrosino Whiting
Tax and Accounting Administrative Coordinator
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...
Stefanie Raymond
Tax Preparer
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.
Danelle Ceratt
Client Services Representative
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...
Rose McIntosh
Financial Services Assistant
(315) 215-6133
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.
Kristi Matthews
Executive Administrative Assistant
(315) 215-6152
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.
Kevin Cunningham
Tax and Accounting Services Assistant
3152156148
kcunningham@cuddyfinancial.com
Kevin is responsible for ensuring the final product meets our quality control standards, and communication with our clients ensures a seamless delivery process.
Patricia Zammett
Receptionist
Pat is Cuddy Financial Services receptionist. She is responsible for connecting our clients with the proper departments and handling the scheduling of all different communication options between our firm members and our valued clients.