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Registered Representatives

/Registered Representatives
Thomas Kelly M.P.A.

Thomas Kelly M.P.A. / Financial Advisor

Tom recently joined Marathon Financial Advisors bringing with him 36 years of investment management experience as a licensed broker.  He earned his Bachelor of Arts in Public Justice from the State University of New York (SUNY) at Oswego.  He was awarded an assistantship and fellowship from SUNY Albany where he earned a Masters in Public Administration.  Tom completed the advanced financial management program at the Advest Institute at Harvard University.   Tom and his wife, Rosemary, grew up in the Syracuse area and other than their studies they have lived and worked locally all of their lives.   Rosemary is an Assistant Dean at Syracuse University’s University College where she has worked for 31 years.   Their oldest son, Christopher, earned his Juris Doctor from the William S. Boyd School of Law at the University of Nevada, Las Vegas in May 2018.  Their youngest son, Michael, will pursue graduate work in 2019.   When he is not working, Tom enjoys sailing, boating and skiing.
Kathy Sands-Kaffenberger, CHFC®

Kathy Sands -Kaffenberger, CHFC® / Financial Advisor

Kathy has over 30 years of experience in financial planning, working with business owners, individuals and their families to prepare them for their current and future needs of life. “I believe that relationships, especially in the area of finance, are built on trust over long periods of time ,” said Sands-Kaffenberger, a long time volunteer with the Boy Scouts of America. “I’ve always had a love for helping people understand their financial circumstances and working with a solidly connected firm like Marathon Financial Advisors is a great place to continue that work.” Sands-Kaffenberger is a native of Morrisville, NY and currently lives in Fayetteville, NY. She is a graduate of the American College.
Sandra Karas, Esq.

Sandra Karas, Esq. / Securities Licensed Registered Rep

Sandra is a Securities Licensed Registered Representative,  attorney and tax accountant, establishing a successful career in the areas of tax, estates and business planning. Sandra offers legal services in the areas of Taxation, Estate and Trust Planning (Wills, Trusts, Powers of Attorney, Health Care Proxies, Elder Law), and Business Law (LLCs, Corporations, Partnerships). Assisting clients with the creation of Estate and Trust plans, asset protection, probate of wills and the settlement of estates. Sandra also provide expertise in the formation of small business entities, individual and business tax preparation, the representation of taxpayers before the IRS and State tax authorities, and the resolution of tax and estate controversies. Cadaret, Grant and its representatives do not provide tax or legal advice. Legal and tax advice provided solely by Marathon Financial Advisors. A graduate of the Syracuse University College of Law, Sandra also holds degrees from Ithaca College, Schiller International University-Berlin and University of North Carolina at Chapel Hill. A native of Manlius, Sandra served as a Manlius Trustee and on charitable boards such as ABC and CLIC, Inc. Sandra is a frequent writer and lecturer on tax and estate matters and has a passion for the theatre and arts organizations. She and her husband, Andrew Karas, live in Manhattan and they have two children.