MARATHON FINANCIAL - Key Persons
Gregg's primary focus is on financial and retirement planning for families. He builds a close working relationship with his clients to understand their investment, insurance, and estate planning needs and then partners with them to develop a thorough financial plan. Once the plan has been implemented, the relationship is fostered by a high level of service to ensure the plan continues to meet the family's changing needs. Gregg proactively reaches out to his clients on a consistent basis through meetings, phone calls, and e-mails so that they can be confident that their situation is being closely monitored. Gregg has significant experience working with both current and former Xerox employees. With his extensive knowledge of the Xerox benefits system, he can help families get on the right track long before they retire and make the transition into retirement virtually seamless from a financial point of view.
Gregg graduated from Clarkson University in 1987 with a degree in computer science and received his MBA in finance from the Simon School at the University of Rochester in 1992. He founded Marathon Financial in 2004 after 4 years at McDonald Financial and 13 years at Xerox.
Job Titles:
- Director of Client Services
Jean works closely with Gregg and Steve to ensure clients receive the highest ongoing level of service. She is also responsible for managing the office operations and procedures. Jean earned her bachelor's degree in economics from Skidmore College and her MBA from the Rochester Institute of Technology. She is a registered assistant who has extensive experience in banking and debt management counseling.
Clarity, Confidence, Leadership
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Job Titles:
- CERTIFIED FINANCIAL PLANNER
Kristina develops customized planning strategies to assist her clients with their short- and long-term goals. She is committed to understanding her clients' specific situations and helping them make informed financial decisions as they plan for their future. By maintaining ongoing communication, Kristina ensures that clients are well informed with transparency, while monitoring the progress of their portfolios every step of the way.
Kristina is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who holds her Series 7 and 66 securities registrations. She earned her bachelors degree in business from the University of North Carolina at Wilmington. She currently sits on the board for the Financial Planning Association of Rochester, as Treasurer.
Steve works with individuals and families to develop sound financial plans and investment strategies tailored to their specific circumstances. He works closely with his clients to ensure a solid understanding of their investment, insurance, and estate planning needs and integrates these with effective tax strategies to develop a long-term financial road map. Steve monitors the investments within his clients' accounts closely and engages with his clients on an ongoing basis to address any changes in life situations, goals, or needs. In addition, he has worked extensively with both current and former Xerox employees and has a thorough understanding of the Xerox pension, 401(k), and benefits systems.
Steve graduated from the University of Buffalo in 1991 with a BS in electrical engineering and received his MBA with a concentration in finance from the Simon School at the University of Rochester in 1997. He spent 17 years at Xerox, where he held a number of senior management positions, before joining Marathon Financial in 2008.