Who We Are

Our Team

William C. Jerome, CFP®

President

bill@capitalfinancialservicesllc.com

 

The firm's owner, William C. Jerome, is a Certified Financial Planner™ (CFP®) professional with Bachelor's and Master's degrees from Rensselaer Polytechnic Institute (RPI). Bill's background in highly technical fields lends itself greatly in the analysis of complicated issues, which his clients face. Bill founded his financial advisory practice in 1990.  He enjoys volunteering with Building Homes for Heroes extending his expertise to brave men and women injured while serving the country.

 

 

Professional Memberships: Capital Region Chamber of Commerce, NAPFA, 

Scott Strohecker, EA

Enrolled Agent

scott@capitalfinancialservicesllc.com

 

Scott graduated from Union College in Schenectady, NY with a Bachelor of Arts in Economics, and a Minor in Mathematics. He is currently enrolled in Bryant University's CFP® Program. Scott has completed his requirements to obtain the Enrolled Agent (EA) designation. With this designation, he has the ability to represent taxpayers before the Internal Revenue Service. Scott will continue to assist clients with tax planning, income tax return preparation, and development of financial plans. He also handles our report generation.

 

 

Professional Memberships: FPA, NAPFA, NATP

Sharon Rosansky

Office Manager

sharon@capitalfinancialservicesllc.com

 

Sharon is the point of contact between clients and our custodians.  Her focus on detail and concern for clients keeps the office running smoothly and effectively.  A graduate of Briarwood College for Women with more than 30 years of experience in management, she is the organizational focal point of our firm.  She has been with the firm for over 25 years.  Sharon was educated in Connecticut where her leadership skills started in her family-owned businesses.  Sharon is a member of the National Notary Association.  

 

 

Professional Memberships: NNA

Vera Besson

Administrative Assistant

vera@capitalfinancialservicesllc.com

 

Vera is an invaluable asset to us as the first point of contact with clients and potential clients. She attended Bay College and has over 20 years of experience in an administrative role. Vera's comprehensive knowledge of implementing records and forms control helps us to provide the best service possible.