Alumni Advisors

Below is list of Clarkson alumni who work in the estate, philanthropic and financial planning fields.  While Clarkson is not able to recommend specific advisors, a Clarkson alumnus may be a good place to start.

Estate Planning Attorneys
Philanthropic Planning Advisors
Financial Advisors


Mark Baehre '83

Mark Baehre ’83
Katz & Baehre
Williamsville, NY  14221

Rene E. Capron '04

Rene E. Capron ’04
Capron Law, LLC
13791 E. Rice Place
Aurora, CO 80015

Thaddeus Day '90

Thaddeus Day ’90
Law Offices of Thaddeus V. Day, PLLC
440 Walnut Hill Rd
N Yarmouth, ME  04097
207-829-9300, toll-free 877-979-9300

George H. Dygert ’58
Dygert Wright Hobbs & Heilberg
Charlottesville, VA 22911

Ken Magida '67

Ken Magida ’67
Law Office of Kenneth S. Magida
Port Washington, NY  11050

Arkley L. Mastro, Jr. '68

Arkley L. Mastro, Jr. ’68
Lavelle & Finn LLP
Latham, NY  12110

Martin Schwab '83

Martin Schwab ’83
Bond, Schoeneck & King PLLC
Syracuse, NY 13202-1355

Don’t see an estate planning attorney in your area? A common way to find an attorney is to ask friends, family members or other trusted advisors. You might also visit the American College of Trust and Estate Counsel website. ACTEC is a “nonprofit association of lawyers established in 1949. Its members are elected to the college by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.” You can search for an attorney in your area at


Michael Boudway '93, CFP®

Michael Boudway ’93, CFP®
Allied Wealth Partners
Financial Advisor
Boonton, NJ

Joseph M. Ciampa '06, CFA, PFP

Joseph M. Ciampa ’06, CFA, PFP
Portfolio Manager
TD Wealth Private Investment Counsel 
Ottawa, Ontario K1P 1A4 

Jeffrey Corliss '85, CLU®, ChFC®, CASL®, CFP®

Jeffrey Corliss ’85, CLU®, ChFC®, CASL®, CFP®
Senior Vice President
RDM Financial Group
Westport, CT 06880

Gail E Gardner '90, MBA, CFP®, ChFC®

Gail E Gardner ’90, MBA, CFP®, ChFC®
Director of Financial Planning
Blue Ocean Strategic Capital, LLC
Syracuse, NY 13204
315-471-2672 ext. 4211

Robert Hart '70

Robert Hart ’70
Vice President – Investment Officer
Wells Fargo Advisors, LLC
Evergreen, CO 80439

Tom Kroupa ’69
Financial Advisor
RBC Wealth Management
Portland, OR 97205

Scott McKay '88

Scott McKay ’88
Financial Consultant
Charles Schwab & Co., Inc.
Pittsford, NY 14534

Jeffrey M. Praino '03, CFP®, CDFA®

Jeffrey M. Praino ’03, CFP®, CDFA®
Certified Financial Planner
Financial Planning Specialist Financial Advisor
The Pelican Bay Group at Morgan Stanley
1250 Pittsford Victor Road, Bldg 200, Suite 350
Pittsford, NY 14534-9541
585-264-5840, toll-free 800-332-0274

Thomas M. Shoen, JD ’93
Financial Advisor
MassMutual CNY Agency
Syracuse, NY 13202

Elliot M. Simons '76

Elliot M. Simons ’76
Financial Services Professional
New York Life Insurance Company
Waltham, MA 02453

John Snyder '60

John Snyder ’60
Financial Advisor
Leigh Baldwin & Co.,LLC
Utica, NY 13501
Experienced in Retirement Planning, Investing in Stocks, Bonds, Mutual Funds, SEP and Simple IRA’s, 529 Plans for College, ROTH IRA’s. Specializes in American Funds Co.

Tim Taylor '84
Tim Taylor ’84
Advice-only, Financial Planner
Taylor Financial Planning 
Mount Airy, MD 21771
Douglas S. Walters '95, CFA

Douglas S. Walters ’95, CFA
Chief Investment Officer
Strategic Financial Services
114 Business Park Dr., Utica, NY 13502

Randy Zeigler '83, MBA, CFP®, ChFC®, CLU®

Randy Zeigler ’83, MBA, CFP®, ChFC®, CLU®
Private Wealth Advisor
Ameriprise Financial Services
97 W Utica St., Oswego, NY 13126

If you are a Clarkson alumnus employed in one of the professions listed above and would like to be included on this list, please email Annie Clarkson Society or call 315-268-7778.

This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal andfinancial advisors and Clarkson University before making or planning your gift.