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 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®
Kristina assists with financial planning and investment responsibilities for all of our clients. She helps to service our client base by proactively reaching out to clients on a consistent basis to ensure they are kept up to date on the issues that impact their financial life.
Kristina has been working in the wealth management industry since 2009. She earned her bachelor’s degree in business from the University of North Carolina at Wilmington and holds the FINRA Series 7 & 66 securities registrations.
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.