About Us

Helping You Meet Your Financial Goals

Success comes from teamwork. And when people work together with complementing attributes, the sum is better than its parts.

Welcome to Marathon Financial Advisors, Inc. We are a dynamic financial advisory firm, located in East Syracuse, New York with a focus on 3 financial universes: Investments, Employee Benefits and Insurance Matters.

Our underlying philosophy is based on relationships, service and building trust as we help our clients reach their varied financial goals.

Together, our team of licensed financial professionals offers more than 300 years of cumulative experience and knowledge. Our clients come to us from all walks of life with varying levels of understanding regarding investing and financial concepts.

What we all have in common is a desire to implement the process of setting and achieving goals for our clients’ future financial security and well-being.

After all, an educated, informed decision is the best decision!

Life Happens

  • We will help you develop your own path to financial well-being.

  • We earn your trust and confidence by providing personal service and unique planning strategies.

Meet Our Team

Mary Ann Pierce, CLU

Owner • Financial Advisor

Jon N Selzer

Partner • Financial Advisor

Zachary Walton

Director of Investment Management • Financial Advisor

Kathy Kaffenberger, CHFC®

Financial Advisor

Thomas Kelly MPA

Financial Advisor

Sandra Karas, Esq.

Securities Licensed
Registered Rep

Christine Taylor

CFO • Securities Licensed

Anthony Montesano

Branch Manager • Securities Licensed

Hannah Lupole

Director of Health & Medicare Insurance Services

Barbara Carpenter

Director of Marketing • Securities Licensed

 

Nicole Nadler

Client Relations Specialist