Our Team

Leading You With Clarity

At Marathon Financial, our team has significant experience working with a wide range of clients. We specialize in helping families with the goal of maximizing their pensions, retirement savings plans, and other essential benefits to successfully transition into retirement.

Our team will be alongside you on your financial journey. We’ll be on hand to answer any questions you have throughout the process and offer reassurance when you face challenges.

Gregg Layer

Gregg Layer

Founder, Senior Partner

Gregg’s primary focus is on financial and retirement planning for families. He builds a close working relationship with his clients to understand their investment, insurance, and estate planning needs and then partners with them to develop a thorough financial plan. Once the plan has been implemented, the relationship is fostered by a high level of service to ensure the plan continues to meet the family’s changing needs. Gregg proactively reaches out to his clients on a consistent basis through meetings, phone calls, and e-mails so that they can be confident that their situation is being closely monitored. Gregg has significant experience working with both current and former Xerox employees. With his extensive knowledge of the Xerox benefits system, he can help families get on the right track long before they retire and make the transition into retirement virtually seamless from a financial point of view.

Gregg graduated from Clarkson University in 1987 with a degree in computer science and received his MBA in finance from the Simon School at the University of Rochester in 1992. He founded Marathon Financial in 2004 after 4 years at McDonald Financial and 13 years at Xerox.

Steve Miller

Steve Miller

Senior Partner

Steve works with individuals and families to develop sound financial plans and investment strategies tailored to their specific circumstances. He works closely with his clients to ensure a solid understanding of their investment, insurance, and estate planning needs and integrates these with effective tax strategies to develop a long-term financial road map. Steve monitors the investments within his clients’ accounts closely and engages with his clients on an ongoing basis to address any changes in life situations, goals, or needs. In addition, he has worked extensively with both current and former Xerox employees and has a thorough understanding of the Xerox pension, 401(k), and benefits systems.

Steve graduated from the University of Buffalo in 1991 with a BS in electrical engineering and received his MBA with a concentration in finance from the Simon School at the University of Rochester in 1997. He spent 17 years at Xerox, where he held a number of senior management positions, before joining Marathon Financial in 2008.

Kristina Smith, CFP&#174; <br/>

Kristina Smith, CFP®

Wealth Advisor

Kristina develops customized planning strategies to assist her clients with their short- and long-term goals. She is committed to understanding her clients’ specific situations and helping them make informed financial decisions as they plan for their future. By maintaining ongoing communication, Kristina ensures that clients are well informed with transparency, while monitoring the progress of their portfolios every step of the way.

Kristina is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who holds her Series 7 and 66 securities registrations. She earned her bachelor's degree in business from the University of North Carolina at Wilmington. She currently sits on the board for the Financial Planning Association of Rochester, as Treasurer.

Jean Arrowsmith<br/>

Jean Arrowsmith

Director of Client Services

Jean works closely with Gregg and Steve to ensure clients receive the highest ongoing level of service. She is also responsible for managing the office operations and procedures. Jean earned her bachelor's degree in economics from Skidmore College and her MBA from the Rochester Institute of Technology. She is a registered assistant who has extensive experience in banking and debt management counseling.

Jean Arrowsmith<br/>

Anna Diakogiannis

Client Service Associate

Anna joined Marathon Financial in 2024 and works closely with our clients to ensure they receive exceptional customer service. In addition, she provides strong administrative support for the day-to-day operations of the office. Anna earned her bachelor’s degree in finance with a minor in marketing from St. John Fisher University. Her education and previous work experience as a retail store manager and an accounting clerk make her a great resource for our clients and fellow staff members.

Clarity, Confidence, Leadership

We’ll define your clear path forward with trusted advice and guide you through the process. Let’s get started today.

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