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The CFP Team
S. Lisa Hayes, CFP®, ChFC, AIF®
Daniel Gwizdak, CFP®
Founder & CEO
Tomas Jamett, MBA
Wealth Management Analyst
Chief Operating Officer
Vinny Vaillancourt
Office Administrator
Baxter Hayes, AKC
Good Boy
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!
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