The CFP Team

S. Lisa Hayes, CFP®, ChFC, AIF®
Daniel Gwizdak, CFP®
Founder & CEO
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Tomas Jamett, MBA
Wealth Management Analyst
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Tomas' Picture (002).jpg
Chief Operating Officer
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Daniel Gwizdak
Patrick Graver
Financial Planning Assitant
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Baxter Hayes, AKC
Good Boy
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Want to speak with one of our advisors?

Give us a call at (845) 634-6050.

Our team is available Monday through Friday from 8:30 a.m. to 5:30 p.m.

We look forward to hearing from you!