Meet the Team
Over the years, we have found that our team approach has been an effective method to help our clients, with varying needs, maneuver through the complex college funding process. We invite you to meet with us to experience the value of our services.
No one strategy fits every family, which is why every client gets our collective and cooperative attention—from introduction, to planning, to execution and to follow-up. We will take a proactive approach to help you develop a strategy that fits your families needs and addresses your financial goals surrounding college funding.
Brian Weyman / Partner
For over 15 years, Brian has been providing financial advice for clients to help guide them through the complicated and stressful college funding process. Whether desigining a savings and payment plan, creating a school comparison or repositioning financial assets, Brian will work with his clients from start to finish to ensure they maximize the return on their child's education.
Sheena Marston / Partner
Sheena is a mother of three children who understands and lives the importance of financial strength and security for her family. She believes that the right combination of protection products and properly invested assets is the most efficient way to reach your financial goals. She recognizes the importance this strategy brings to a family who is funding a college education and enjoys finding what works best for every client.
Sarah Maliani / Partner
Sarah is a single mother to her son, Brooklyn Michael. Brooklyn has two passions: money and sports. Hence, his nickname B$. Sarah's commitment to supporting her son led to her passion helping other families navigate the college funding process. She currently runs the "All Bases Covered" program within the Utica Blue Sox Academy. She educates and guides these student athletes and their families navigate the complicated college funding process.
