A Common Philosophy.

A United Approach.

Financial Solutions is a team of like-minded investment professionals who recognize an under-served clientele deserving of special care and attention. While people sometimes perceive security or better advice from larger Wall Street firms, the industry continues to move towards “Client First” smaller firms with the same access to market information, technology and service offerings. These firms offer independence and are not bound by volume goals or proprietary product.

In 2012, our firms came together to improve the depth and breadth of our team, service levels, and planning experience. Together we will continue to develop a financial framework that will help guide your narrative in life.

Meet Your Financial Advisors

Our Team

Tim McGrath

Tim McGrath

Partner

I got into the business because it was a more personal connection than banking. I believed I could help financially organize my clients in an area most did not feel comfortable, help simplify the process to make it more understandable, and then create a path for them to help them reach their goals. As we have always said, the best part of our job is sitting with clients and helping them feel better about their financial lives.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Business Practice Management and Advisory

Kenneth Stuckert

Kenneth Stuckert

Partner

Seasoned professional with a diverse and unique combination of finance and portfolio strategy experience gained while working in the investment industry with a record of establishing, creating, implementing, and monitoring financial plans to create customized strategies.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Insurance - Life, Disability, Long Term Care & Health, Certified Financial Planner™

William Kenton

William Kenton

Partner

In a time when we are inundated with information, my goal is to help clients sift thru the noise and outline a financial plan that fits their specific needs and goals. We are constantly being "sold" to and I take great pride in collaborating with clients to help them identify the potential obstacles in the market place and free up their time so they can focus on what drives them.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Tax Planning, Insurance – Life, Long Term Care and Disability and Certified Financial Planner™

Horace Seely-Brown IV

Horace Seely-Brown IV

Partner

I feel my purpose is to help educate clients so they can make informed decisions. To set a path forward that can help provide financial freedom down the road, setting measurable and achievable benchmarks along the way. I lean on my 18+ years of investment experience to engage clients thru a deep understanding of personal motivations and individualized goals.

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans, Estate Planning Coordination, Business Practice Management and Advisory

Jeffrey Stuckert

Jeffrey Stuckert

Founder/Advisor
Joele Rodenbeck

Joele Rodenbeck

Customer Service Representative
Patti Binkoski

Patti Binkoski

Customer Service Representative
Dylan Adler

Dylan Adler

Customer Service Representative
Sara Keck

Sara Keck

Customer Service Representative
Courtney Johnson

Courtney Johnson

Customer Service Representative
Ann Stuckert

Ann Stuckert

Controller
Tim Burke

Tim Burke

Customer Service Representative
James D. McQuaid

James D. McQuaid

Independent Contractor

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Business Practice Management and Advisory

James P. McQuaid

James P. McQuaid

Independent Contractor

PROFESSIONAL SPECIALTY: Personal Financial Planning, Investment Advisory, Retirement Plans