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.

Kevin’s purpose is to bring value to his family, business, and community.
This value is harnessed through the Serving Leader model that he follows.

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J. Kevin Best, CFP®, AEP®, MS

Personal CFO

Kevin’s purpose is to bring value to his family, business, and community. This value is harnessed through the Serving Leader model.

Kevin Best's Linkedin profile

1. Run to Great Purpose:
To do the most possible good, a Serving Leader must strive for the impossible and sustain the self’s greatest interest in pursuits beyond self-interest.

2. Upend the Pyramid:
Putting others first—a Serving Leader
is in charge of charging up others to action.

3. Raise the Bar:
A Serving Leader expects a lot from himself
and others—we stretch and grow to meet the expectations.

4. Blaze the Trail:
A Serving Leader teaches others the knowledge, skills, and strategies they need to succeed, and works hard to remove obstacles in their way.

5. Build on Strength:
A Serving Leader focuses his business on what he does really well. Kevin focuses on his clients and what they do really well. Together they are able to better all.

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Doreen J. Haller, CFP®, CRPC®

Personal CFO

Doreen is well-versed in insurance, investment, and retirement income planning with a wealth of supporting credentials to serve her clients.

Doreen Haller's Linkedin profile link
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Daniel P. Jeffery, CFP®, CRPC®

Personal CFO

Dan embodies personal service - understanding true value of your financial planning is measured by the service you receive after your financial plan is implemented.

Dan Jeffery's Linkedin profile link
Kevin was granted the ACCREDITED ESTATE PLANNER® accreditation by the National Association of Estate Planning Councils. This accreditation requires at least two graduate level classes in estate planning or practicing in estate planning for at least 15 years. www.naepc.org/AEP As a CERTIFIED FINANCIAL PLANNER™ Professional, http://www.letsmakeaplan.org/ Kevin works with clients through the trademarked Custom Wealth Architect system. He looks at how their legal, tax, business, investment, cash flow, and family situation relates to their overall purpose. Kevin belongs to CEG Worldwide a national coaching program for Personal Chief Financial Officers. We work with a select group of Affluent clients to provide them the extraordinary benefits of a Personal CFO, a Virtual Family Office and the thought leadership or BTFP and our partners. Kevin belonged to Strategic Coach, an entrepreneurial coaching program for successful business owners who strive for a balance between family and business. Within the community, Kevin has served as the President of Rochester's Estate Planning Council. He is currently a Board Member for Schottland YMCA and Heritage Christian Services Foundation. He is a past board member of Mental Health Association of Rochester, Seneca Park Zoo Society, Continuing Development Services (CDS) and RIT’s Nathaniel Rochester Society. Kevin has a bachelor of arts degree through SUNY Buffalo, a master of science degree from the University of Rochester and is a CERTIFIED FINANCIAL PLANNER® Practitioner. He has a FINRA Series 7 securities registration as well as all requisite state and insurance licenses needed to implement the financial plans. Kevin lives in Pittsford, NY with his wife, Tami, and their daughters, Alexandrea, Isabella, and Brianna.

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. 

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John R. Skomski

Personal CFO

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. 
John Skomski's Linkedin profile link

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.

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Norma Recchia

Practice Manager

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.
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Georgette Peterson

Registered Planner Assistant

Georgette has been working with clients in the financial services and insurance field since 2005, With the experience and customer first demeanor. She holds FINRA Series 7 and 66 securities registrations, as well as life, health, and accident licenses.

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Shannon McAuslen

Director of First Impressions

Shannon joined Best Times Financial in the spring of 2021 after 10.5yrs with Verizon Wireless and 3yrs with Thermo Fisher Scientific. As the Director of First Impressions she provides support to the planners and co-workers with clerical requests, client database maintenance, and project management. Shannon is an avid supporter of Rochester’s local businesses and enjoys all the seasonal festivals and celebrations with family and friends.

John Skomski's Linkedin profile link
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.

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Deborah Toogood

Director of First Impressions
dtoogood@besttimesfinancial.com

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.

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David Skomski

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.

Norma holds FINRA Series 6 and 63 securities registrations.

Photo of Dan Jeffery

Norma Recchia


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.