Your Personal CFO
When you think about a successful business you think of the different experts that are a part of the business.
There is a Chief Executive Officer, Chief Operation Officer, Chief Technical Officer, Chief Financial Officer. Each of these titles conveys a layer of expertise and oversight. A business owners first hire once they have become successful and gone beyond the startup phase is usually the Chief Financial Officer. What we do is help our clients by being their Chief Financial Officer at home. We are their Personal CFO. Our clients have already achieved success. A Personal CFO does not know everything, what they do know is who to bring in, when to bring them in, why to bring them in and how to utilize their expertise to coordinate with your plans.
Georgette works with clients in the financial services and insurance field.
Georgette joined Best Times in 2017. She has been working with clients in the financial services and insurance field since 2005, starting as a financial representative and, most recently, as a registered financial assistant. Georgette graduated from RIT with a bachelor’s degree in business administration. She holds FINRA Series 7 and 66 securities registrations, as well as life, health, and accident licenses.
Georgette’s primary responsibility as a registered planner assistant is to provide comprehensive business processing, service, and administrative support to all the planners and their clients.
Georgette enjoys volunteering in the community and has participated in various roles throughout the years in educational, religious, and civic groups. She lives in Henrietta with her husband, Joseph Mynio, and their two daughters, Alexis and Erika.
Doreen possesses a breadth of expertise in the world of financial planning.
Having earned the CERTIFIED FINANCIAL PLANNER™
practitioner certification and the Chartered Retirement Planning Counselor™ (CRPC®) designation, and with almost 30 years of experience, she is well-versed in insurance, investment, and retirement income planning. She also possesses a wealth of supporting credentials, including the FINRA Series 6, 7, and 63 securities registrations, which allow her to plan and execute strategies involving mutual funds, alternative investments, variable annuities, stocks, and bonds. She is licensed in New York, North Carolina, and California for insurance. She also holds licenses in California, Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, and Tennessee for investments.
Doreen belongs to Strategic Coach, which is an entrepreneurial coaching program for successful business owners who strive for a balance between family and business. Strategic Coach has been instrumental in creating a competitive edge that allows Best Times Financial's clients to be confident and secure in their objectives.
Applying special knowledge that more than a quarter of a century of experience has given her, Doreen is able to assist in preserving, protecting, and generating wealth while helping her clients work toward achieving their goals. She also helps her clientele feel confident about their plan by utilizing the Custom Wealth Architect™ (CWA). The CWA is a five-step process that constructs powerful blueprints that help to build and retain wealth. Doreen will use these tools along with her experience to help overcome the challenge of planning for retirement while mitigating unnecessary risk.
Doreen and her husband, Terry, live in her childhood home in Honeoye Falls, an 1867 farmhouse that they've restored. An avid, lifelong skier, Doreen is a founding shareholder of the cooperatively owned Mad River Glen Ski Area in Vermont. She has worked at Bristol Mountain for over 29 years, where she's known as a patient and talented ski instructor. She is the president of the North Bloomfield Community Association.
Since 2005, Doreen has worked with the team at Best Times Financial Planning, where she provides sound advice and creative solutions to clients so they can make informed decisions to ensure the financial well-being of their families.
Daniel, has over 27 years of experience in the financial services industry.
Daniel P. Jeffery, CFP®, has over 27 years of experience in the financial services industry. Dan is a financial planner who is affiliated with Best Times Financial Planning (BTFP). BTFP is a group of wealth preservation specialists who have experience in wealth management, business continuity, and sophisticated wealth transfer strategies. Dan and his team help clients make well-informed financial decisions by providing them with sound advice in the areas of retirement, investment, and estate/asset preservation planning delivered through a client-driven process.
Dan holds the CERTIFIED FINANCIAL PLANNER™ certification through the American College. He is a member of the Financial Planning Association (FPA). Dan’s broker/dealer is Commonwealth Financial Network. It is recognized as an FPA alliance firm for its commitment to professionalism in financial planning.
Dan is dedicated to helping you:
- Identify your goals
- Analyze your current program
- Develop a comprehensive written financial plan based on sound advice
- Implement your financial plan
- Monitor your progress on a regular basis
And the key to Dan’s value proposition for his clients is the one essential element—personal service. The true value of your financial planning is measured by the service you receive after your financial plan is implemented.
Dan joined Best Times Financial Planning in 2015 to continue his progress toward providing that incredible experience he aims to deliver to every family he works with. Dan has worked in the insurance and financial services industry since 1991 as a representative for both national and regional companies. Prior to that, he owned an employee benefits agency in Syracuse, working closely with business owners and executives to design programs that met their unique benefit needs. Dan is active in the community, serving on the board of directors for the Financial Planning Association of Central New York and as a board member for the Cavalry Club in Manlius, New York, and is an active member of the National Ski Patrol at Labrador Mountain. He is a former president of the George Wortley Foundation, former president of Auxiliary to Upstate Medical University, and former Big Brother for the Big Brothers Big Sisters of Onondaga County. Dan graduated from SUNY Plattsburgh with a BS in business management and resides in Manlius with his wife and their two children.
John, holds FINRA Series 7 and 63 securities registrations.
john joined Best Times Financial Planning in 2014. He graduated with a bachelor’s degree in business management in 2012 and he holds FINRA Series 7 and 63 securities registrations. Prior to joining Best Times, he worked as a collegiate academic coach, advising students and their families regarding the course and cost structure of their degree.
John began as the firm’s paraplanner, focusing on managing the trademarked Custom Wealth Architect process. He and Kevin Best also created Cash Flow Discovery, a financial planning process that provides clients with a guide along each step toward their financial independence.
Now as a financial planner and partner at Best Times, John specializes in designing financial plans that provide clients with strategies for wealth creation and retirement. He works with a broad range of individuals, from young professionals to retirees, and advises them in the areas of cash flow, investments, insurance, and education planning. He also leads the firm’s seminar program and teaches several courses in the community each year.
John resides in Greece, New York, with his wife, Natalie, and daughter, Juliette. He enjoys spending time with them, running, football, and home theater/audio systems. They also enjoy volunteering with their church and at local community events.
Norma holds FINRA Series 6 and 63 securities registrations.
Norma has been with Best Times since 1996. She holds FINRA Series 6 and 63 securities registrations.
Norma's responsibilities as the practice manager are to coordinate, assist, and mentor the staff. Norma also processes managed assets and annuity new business.
Norma enjoys silk flower arranging and gardening. She and her husband, Ray, travel frequently to North Carolina, visiting their children and grandchildren, Matthew, Cailyn, and William. Norma and Ray live in Webster.
Norma enjoys silk flower arranging and gardening. She and her husband, Ray, travel frequently to North Carolina, visiting their children and grandchildren, Matthew, Cailyn, and William. Norma and Ray live in Webster.
Georgette works with clients in the financial services and insurance field.
Georgette joined Best Times in 2017. She has been working with clients in the financial services and insurance field since 2005, starting as a financial representative and, most recently, as a registered financial assistant. Georgette graduated from RIT with a bachelor’s degree in business administration. She holds FINRA Series 7 and 66 securities registrations, as well as life, health, and accident licenses.
Georgette’s primary responsibility as a registered planner assistant is to provide comprehensive business processing, service, and administrative support to all the planners and their clients.
Georgette enjoys volunteering in the community and has participated in various roles throughout the years in educational, religious, and civic groups. She lives in Henrietta with her husband, Joseph Mynio, and their two daughters, Alexis and Erika.
Deborah holds it all together and helps the planners over achieve.
Debbie joined Best Times Financial Planning in the spring of 2012 after several years at Eastman Kodak Company. She holds an associate’s degree from Monroe Community College in secretarial science and a certificate in paralegal studies from Brockport State College.
Debbie’s primary responsibility as a receptionist is to provide administrative assistance to the planners and staff by scheduling client meetings and performing various projects.
Debbie is an active member of a local garden club. She holds a 2nd-degree black belt in Isshin Ryu Karate and is an avid all-weather walker and shopper. Debbie and her family reside in Spencerport, New York.
David joined the Best Times team in January of 2016. While originally hired as an intern, he has progressed to the position of planner assistant.
His responsibilities include preparing documents for client meetings, updating and entering data into multiple databases, and educating clients on the use of their personal wealth management website.
David is currently a junior in college pursuing a BSBA in finance. He enjoys taking missions trips, being active with his churches’ outreach ministries, singing, and sports of all types.
Norma holds FINRA Series 6 and 63 securities registrations.
Norma has been with Best Times since 1996. She holds FINRA Series 6 and 63 securities registrations.
Norma's responsibilities as the practice manager are to coordinate, assist, and mentor the staff. Norma also processes managed assets and annuity new business.
Norma enjoys silk flower arranging and gardening. She and her husband, Ray, travel frequently to North Carolina, visiting their children and grandchildren, Matthew, Cailyn, and William. Norma and Ray live in Webster.
Norma enjoys silk flower arranging and gardening. She and her husband, Ray, travel frequently to North Carolina, visiting their children and grandchildren, Matthew, Cailyn, and William. Norma and Ray live in Webster.