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Our Team

Robert K. Watkins, CFS

Financial Consultant

(315) 733-1010

[email protected]

Bob is the President and Managing Executive of AGFS. He has been serving clients in the financial services industry since 1992. Bob studied at City College of Chicago and the University of Maryland, is a registered General Securities...

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Heather E. Hawley, MBA, CFP®

Financial Consultant

(315) 733-1010

[email protected]

Heather has been serving clients in the financial services industry since 2004 and focuses on working with state and public employees and with small businesses. She has her MBA from SUNY Institute of Technology and her BA from Syracuse...

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William B. Read, EA, CLU

Financial Consultant

(315) 733-1010

[email protected]

Bill has been helping clients in the financial services industry since 1991 and focuses on tax planning. He has his BA in Accounting from Binghamton University. Bill is an Enrolled Agent, Chartered Life Underwriter, Notary Public, and...

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David J. Read

Financial Consultant

(315) 733-1010

[email protected]

Dave has worked in the financial services industry since 1985 and focuses on tax planning. He has his BS from Cornell University. Dave is an Enrolled Agent and has his Series 7 registration and holds Property & Casualty, and Life,...

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Stephanie L. Osborn

Client Service Manager

(315) 733-1010

[email protected]

Stephanie started her career in the financial services industry at AGFS in January of 2007. Stephanie is responsible for but not limited to overseeing the office operation procedures, client services, accounts payable...

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Emily Seelig

Business Development Manager

(315) 733-1010

[email protected]

Emily handles business development, client service and administrative duties. Emily came to AGFS with experience in client services for a well established credit union. Emily is an unregistered administrative professional.

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Vincent Visconti

Administrative Assistant

315.733.1010

[email protected]

Vinny started his career in the industry as an intern at AGFS in the summer of 2017, before becoming full time in May of 2018. He is not currently registered with Royal Alliance Associates. He is a 2014 graduate of Little Falls High...
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Lynn Krill

Financial Advisor

(518)272-3105

[email protected]

Lynn conducts her business as James E. Weiss, Inc. in Troy NY, where she has worked in the accounting, tax and financial industry since 1979 and became an investment advisor in 1982 and ultimately an owner in the firm. James E. Weiss,...
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Pamm Kuhl

Financial Advisor

(518)272-3105

[email protected]

Pamm has worked in the securities industry with James E. Weiss, Inc. since 1983 and is an investment advisor, securities principal and an owner of James E. Weiss, Inc. Weiss became an affiliated satellite office with Advanced Group...
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