Eric Mancini

Jeff is a graduate of Lock Haven University with a B.S. in Accounting. He has his Masters Degree in Accounting from Montclair State University and has obtained his CPA License. He also holds the designation's of Personal Financial Specialist (PFS), Acredited Estate Planner (AEP), and of Certified Financial Planner (CFP).

Jeff specializes in individual taxation, business accounting and taxation, and estate tax returns. He has his Series 65 License and specializes in wealth management services, including portfolio management, retirement planning, educational funding, and insurance planning. He provides comprehensive personal financial planning by using his unique skill set as a CPA financial planner to provide clients with cohesive tax and investment planning and advice.

Alex is a graduate of Union College with a B.A. in Economics. While at Union, Alex was a scholar-athlete exceling in and out of the classroom as a member of the Union College football team, as well as a participant in various charitable and community outreach programs in New York's Capital District.

Prior to joining TFG, Alex worked as a financial representative at Northwestern Mutual where he obtained the New Jersey Life and Health Insurance licenses and Series 6 license. Alex has completed his series 65 Investment Advisor Representative license and is currently pursuing the CFP (Certified Financial Planner) designation. Specializing in both risk and wealth management, Alex focuses on the growth, retention, and security of client assets in the most tax efficient manner.

Tiera is a graduate of the University at Albany with a B.S. in Finance and Information Technology Management. Tiera specializes in client relations and account management as well as managing daily operation processes. She assists new clients with their transition to TFG providing a bridge of communication throughout the on- boarding process. She also partners with our custodians and clients to ensure resolution of all client inquiries.

As part of the Portfolio Management division, she's an integral part of the operations department who provides support to our team of advisors and also assists in daily trading needs.

Christopher is a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS) and a graduate of Boston University. Christopher is passionate about financial planning and views the profession as a calling to faithfully serve individuals and their families. He believes this is accomplished by first listening to their goals for the present and future then with that knowledge providing stewardship over those areas of their life. Christopher has also been interviewed by Financial Advisor Magazine to provide insight into different aspects of financial planning. Christopher specializes in working with executives to understand and optimize their corporate stock options. With varying rules, regulations and potential tax implications, Christopher examines the vested and unvested tranches, as well as conducts fundamental analysis on the company in order to create a tailored execution strategy. As a member of the Traphagen Investment Committee, Christopher collaborates on the construction of our portfolios and conducts research and due diligence on current and potential investment strategies. He also analyzes the state of the domestic economy as represented in our Traphagen Recession Index. Christopher manages the Traphagen Corporate Retirement Program. As a Chartered Retirement Plans Specialist, he works closely with business owners to analyze their specific needs, structure the most efficient and cost-effective retirement plan as well as lead in the implementation and management of the plan. Christopher works with many third party administrators, recordkeepers and payroll companies, which provides him the ability to offer unique fiduciary counsel to business owners.