Becky, an Accountant & tax specialist, joined the company in 1991. She holds a BS in Accounting from SUNY Utica/Rome.

Michael Sgarlata

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.

Mike Fernandez, CPA

Mike is a Certified Public Accountant and holds a bachelors of science degree in accounting from University at Albany.  He is a past President of the Syracuse Chapter of the NYS Society of Certified Public Accountants.

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 and Abundant Life Christian Center.

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.
 

Gary Lucas, CCPS

Gary is a college planning and retirement income specialist.  He holds a Bachelors degree in Accounting from LeMoyne, and has his Certified College Planning Specialist (CCPS) designation.  Along with his series 6 and 63 investment licenses, he also holds a New York State Life, Health and Annuities license.
 
Gary is a regular speaker at college financial planning seminars in the area.  He hosts retirement income planning seminars around the Syracuse area as well.  Please contact his office for more information on attending an upcoming seminar.