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Contact: (315) 529-7694
Scott Winchek has over 20 years of experience as a financial advisor. He holds Series 7, 6 and 63 registrations through LPL Financial. He also holds life, accident, health and annuity insurance licenses. He holds a B.S. from the State University of New York at Oswego, and a M.S. from the College of St. Rose in Albany, NY. His areas of specialization include group planning, employer-sponsored plans, higher education & healthcare, investment management and income planning. Scott is very involved in his community. He currently is a trustee for two nonprofit organizations. Scott and his wife of over 20 years have 3 children together. Family is very important to him and with that in mind he treats his relationships with his clients as he would with his family.
Contact: (518) 744-9602
Steven Gottlieb has been a financial advisor for 13 years and holds Series 7 registrations held with LPL Financial and Series 66 registrations with Private Advisor Group and LPL Financial. His area of specialization is comprehensive financial planning. Additional areas include the coordination of group or company retirement plans and health and insurance benefits with clients’ overall financial situation. He holds a B.S. in Economics from St. Lawrence University (‘07). As a previous senior member of Goldman Sachs’ Ayco division, Steve was one of a team of 25 advisors that oversaw IBM’s retirement and benefit plans. When time allows, you will find him enjoying skiing in the Adirondacks, golfing and being out on Lake George.
Brenton Smith, CFP®
Partner / CERTIFIED FINANCIAL PLANNER™
Contact: (518) 577-6033
Brenton Smith (Brent) has worked in the financial services industry for 10 years. He is a CERTIFIED FINANCIAL PLANNER™ and obtained this designation through Bryant University. He attended college at SUNY Buffalo where he received a B.S. in Business Administration and a concentration in Finance.
Brent specializes in working with retirees, business owners, and young professionals. He believes in going through a comprehensive planning process with each client to deeply understand what is important to them regarding their finances and works hard to provide financial peace of mind to each client who participates in the process. He also specializes in working with small to medium size businesses and helping the owner determine what the ideal retirement plan for their company is.
Brent is very passionate about personal development. You will often find him reading self-improvement books or listening to motivational podcasts. Some other fun facts are that he is a Certified Basketball Official in IAABO Board 36 and is an avid tennis player. He participates on and captain’s multiple teams in the Albany area.
Contact: (315) 529-7694
Katelyn has spent her life working with and taking care of others. The majority of her career she has been working as a Licensed Massage Therapist and a Nanny. She has since switched roles becoming a realtor in the state of NH and now an intricate member of Harbor Summit Financial. As an Oswego, NY native Katelyn recently moved back to the Central NY area to be closer to family and her roots. She is excited to be working in the financial services industry. Client Services Specialist, Katelyn, brings her customer service experience and client centered focus to the Harbor Summit family. Our clients will have an additional resource to assist them within an ever-changing world of financial services. During her free time Katelyn enjoys spending time with her family and friends. She is an avid reader and can be found relaxing on a shore line with a good book when time allows.
Mary has over 30 years of experience in the banking and insurance industries. With her extensive background in management and administration, as well as in software development and utilization, she brings rigorous quantitative skills and organizational capabilities to support 435 Financial. She holds a B.S. in mathematics from University at Albany and experience in Computer Sciences.
Have a question? Our investment advisors would be happy to answer any questions you have about your financial situation.