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.

Rose McIntosh

Financial Services Assistant

(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.

Kristi Matthews

Executive Administrative Assistant

(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.

Danelle Ceratt

Client 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...

Michele Petrosino Whiting

Tax and Accounting 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...

Stefanie 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.

Mark Carr

CPA

(315) 215-6146

mcarr@cuddyfinancial.com

Mark is responsible for overseeing the tax and accounting engagements.

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

315-215-6142

pzammett@cuddyfinancial.com

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.