Kevin O. Ekstrom
Founding Partner


Kevin attained an Associate Degree in Engineering Science from Broome Community College, and a Bachelor's Degree in Mechanical Engineering from Clarkson University. He became a Certified Financial Planner professional in October of 2001. Kevin is a trustee for the Greene Community Services, Inc. and a national member of the Financial Planning Association.


With 14 years of experience in the financial planning industry, Kevin focuses his efforts on Estate, Business, and Retirement Planning.