Our Team

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...

Heather has been helping 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...

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...

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,...

Jill joined AGFS in October of 2020 bringing over 20 years of experience in the financial industry. A graduate of Oneida High School, she currently resides in Rome with her family. She received her Associate's Degree in Secretarial...

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,...