Our Team

Mike has over 20 years of experience with small business accounting and individual income tax planning. He is a graduate of the State University of New York at Fredonia and is a Certified Public Accountant (CPA) as well as a Quickbooks Certified Pro. Mike is also a member of the national American Institute of CPA’s.  

He provides tax planning and tax preparation services for our wealth management clients and he is Chief Financial Officer for the firm. Mike is a tremendous resource for clients by answering tax related questions and integrating tax planning into their financial plans.  

Adaeze supports our team as a paraplanner and tax preparer.  She is currently studying to earn her Certified Financial Planner (CFP®) designation. 

Adaeze comes to Corning from Murfreesboro, Tennessee and has prior experience in financial planning as well as Accounting.  She has earned a financial planning certificate from Western Kentucky University in Bowling Green, Kentucky.  She has also earned a Master of Business Administration (MBA) from Assumption College in Boston, Massachusetts and a Bachelor’s degree in Accounting from the University of Nigeria in Nsukka, Nigeria. 

She lives in Corning and has three children.  She engages in local church activities and enjoys socializing as well as keeping up with the latest British crime shows.

Kayla works as a back office assistant, providing client services and maintaining firm systems.  She assists with tax preparation, financial plan preparation and document management.  Kayla also performs research and support for a wide array of ancillary services we provide for our clients.  She is an important part of keeping our office working efficiently and providing holistic financial services for our clients.