The Team At
United Financial Services
Spend some time with us today, and you'll sleep a whole lot better tonight.
Paul A. Spero, CFP, President
Paul, a Certified Financial
Planner, founded United Financial Services in 1985. His goal was to unite a
team of professionals in one location to service every conceivable financial
need: from filing a 1040 to launching a new business to protecting a
family and a future.
Paul has over 30 years of tax and financial planning experience. He believes in saving taxes through various tax
strategies, plus increasing and protecting the wealth of our
Robert B. Damon, CFP, ChFC
Bob, Vice President, is a Certified Financial Planner and Chartered Financial Consultant, as well as a tax professional. A member of FPA. he conducts seminars on financial and retirement planning for many business and community groups.
As a veteran of the Financial Planning community for over 20 years, I believe United Financial Services is unique in central New York. Our advanced level of investment and tax advice dovetail with retirement, college and estate planning to bring together the best possible financial roadmap.
Becky, an Accountant & tax specialist, joined the
company in 1991. She holds a BS in Accounting from SUNY Utica/Rome.
Brian Foster, CPA
Brian is a Certified Public Accountant with
over 10 years of accounting and tax experience. As a tax professional,
Brian assists Individuals, Small Business Owners, and Real Estate
Investors. As a tax professional, Brian enjoys informing clients of
strategic and creative ways to save money.
Brian also works as a financial advisor by assisting individuals and
small business owners in the areas of retirement and investment
planning. As a financial advisor, Brian has a passion for providing
clients with a road map based on their goals and the current investment
vehicles that are available.
Brian graduated from Bucknell University. In addition to his CPA
license, Brian has his Series 7 and 63 licenses as well as the New York
State Life, Accident and Health Insurance License.
Brian lives in Liverpool, NY and is a member of the New York State Society of CPAs Syracuse Chapter.
Gary Lucas, CCPS
Gary is a college planning and retirement income
specialist. He holds a Bachelors degree in Accounting form LeMoyne
College, and has his Certified College Planning Specialist (CCPS)
designation. Along with his Series 6, 7, 24 and 63 investment licenses, he
also holds New York State Life, Health/Accident, and Annuities
Gary is co-host of the financial radio show, "Gary
and Mike...In Your Business" that airs on 105.9 FM, the Big Talker. He is
a regular speaker at college financial planning seminars in the area. He
also hosts retirement income planning seminars around the Syracuse area as
well. Please contact his office for more information on attending an
Michael Schleier, Investment Representative
Michael is a recognized leader in Upstate New York
for business consulting. Michael has counseled thousands of small
businesses on how to reduce their taxes, decrease operating costs, and increase
time and revenue. Additionally, Michael has his series 6 and 63 investment
licenses and holds seminars teaching business owners on such topics as
Retirement Planning, Best Insurance Practices, Payroll, Health Insurance, and
Implementing Important Tax Strategies. In addition to conducting seminars,
Michael is the co-host of the financial radio talk show "Gary and Mike...In Your
Business" that airs on 105.9 FM, The Big Talker.
In 1996, Michael was designated the NYS
Distributive Education Award in the field of Entrepreneurship. This award
is only given to one person in New York each year. In 1997, he was
designated the same award, and nationally recognized for his accomplishments at
the International Career Development Conference.
Richard Kordas, Enrolled Agent (EA)
Richard joins the UFS team
with over 25 years experience in income taxation, insurance and
financial planning. As a tax professional and enrolled agent, he has
earned the privilege to represent taxpayers before the Internal Revenue
Service. He holds a New York State Life and Health Insurance License
and a Property and Casualty Brokers License.
Jason EatonJason's undergraduate studies were in Natural
Resource Ecology and holds a graduate certificate in Environmental Education,
both from the University of Idaho. Jason is both a Registered
Representative and an Investment Advisor Representative. His work focuses on
building ethically screened portfolios. This includes sovereign bonds,
precious metals, foreign currency, natural resources, community investing, and
small or micro cap stocks of sustainable businesses. His interests include
the economics of localization and innovative investment strategies for social
Cynthia, a Registered Representative with
Cadaret Grant, joins the UFS team with 25 years of experience in
banking, insurance and investment management. Along with investment
licenses, she also has Property and Casualty as well as Health and Life
Cynthia is a member of The Syracuse Chamber of Commerce as well as the
WBOC (Women's Business Owner Connection) and is a regular speaker on
financial talk shows and at investment seminars.
Mike, an Accounting Specialist, joined the
company in 2003. He holds Bachelors and MBA degrees from Syracuse
University. In addition, he also holds the series 7 and series 63
licenses and is a representative with Cadaret, Grant & Co., Inc.