Broker Check

Chief Executive Officer

Matthew Dauksza, CFP®, CLU®

CEO

(315) 907-6027

(315) 907-6099

[email protected]

Matt became the CEO of Excelsior Wealth Partners to focus on Client Wealth Management with less bureaucracy. His work also involves assisting Financial Advisors in growing their own personal practices. Matt had most recently held the...

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President

Matthew T. Champion, CFP®, RICP®

President

(315) 907-6029

[email protected]

As President of Excelsior Wealth Partners, Matt Champion is focused on growing his wealth management practice with an open architecture platform that allows flexibility in assisting his clients to achieve their financial goals. Prior...

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Vice President

Kevin Christopher

Vice President

(315) 907-6031

[email protected]

Kevin Christopher, joined the Excelsior firm to extend his reach helping Central New Yorkers achieve economic success. After suffering the sudden loss of his Father a decade ago, Kevin discovered his true passion as he became...

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Independent Partners

Terrence M. Tormey, CLTC, AEP®, CLU, ChFC®

Independent Partner

(315) 415-2039

Terrence M. Tormey began his career in the financial services industry in 1984. His professional credentials are the hallmark of his effective service to thousands of clients over the years. He holds both the Chartered Life Underwriter...

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Robert Rolfe

Independent Partner

(315) 216-4052

[email protected]

I am driven by seeing people accomplishing their goals and experiencing their dreams. Over the years, I have helped hundreds of people construct road maps to their future, and arrive at their life's destination successfully. My proven...

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Thomas Corsaro

Independent Partner

585-278-8298

[email protected]

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs....

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Joan Halstead

Financial Planner

585-266-5202

585-266-1727

[email protected]

Joan M Halstead, CLU, ChFC, REBC has been in the financial services industry since 1979. She loves this career because she loves helping people...and that love complements her other love: volunteering. She has received the national,...

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Joe D'Agostino

Independent Partner

315-829-5824

Joe has been working in the financial services industry since 1999 where he started with Prudential Insurance. Since 2001 he has run an independent financial services practice in Vernon, NY. Joe has a BS Degree in Accounting from SUNY...
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Advisors 

Frank Weiss

Financial Advisor

315-657-5872

[email protected]

Frank has been in the industry since 2007, holds his Property and Casualty, Life Accident and Health licenses along with 6, 63, and 26 as a registered principal. His effective communication skills along with his creative problem...

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David Huhtala, CFP®, MBA

Financial Advisor

(315) 857-7641

[email protected]

Dave is a graduate of Ithaca College with a BS in Management and Minor in Economics and of The Rochester Institute of Technology with a Master of Business Administration Degree. Dave spent the last 8 years building his financial...

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Jeff D. Dzwonkowski

Financial Advisor

(315) 907-6050

[email protected]

Jeff specializes in Retirement Income, Wealth Management Strategies, and Estate Protection Planning. Jeff is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series...

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Christopher Grandy

Financial Advisor

(315) 907-6035

[email protected]

Chris focuses on Retirement Planning, Wealth Management, and full Financial Planning. He holds Series 7 and 66 licenses as well as being licensed for Life, Accident, and Health Insurance. A resident of the Manlius/Pompey area with his...

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Anna Hartwell

Financial Advisor

315-907-6032

[email protected]

Starting over after loss or divorce is scary. You’re in unknown territory. Outside of the emotional struggles you now face, you have questions and concerns about your financial life that are beyond overwhelming. I completely...

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Louis C. Goeckel, CFP®

Wealth Manager, Financial Advisor

315-907-6049

315-907-6099

[email protected]

To book an appointment with Lou, please follow this link: https://go.oncehub.com/LouGoeckel

Lou is a Buffalo native and moved to Baldwinsville in 1999.  He and his wife, Shelly have two children, Catherine and Jack (John)...

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Mark Waterman

Financial Advisor

315-907-6036

315-907-6099

[email protected]

Mark works with individuals, families, and businesses to help them assess their financial needs and develop a plan to reach their goals. His objective is to offer sound solutions to today’s real world financial problems. Mark has...
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Robert Windhausen

Financial Advisor

315-907-6048

[email protected]

Robert Windhausen began his career in the Financial Services Industry in 2010. He believes in taking a personalized approach with his clients to help them to reach their financial goals based on their individual circumstances. His goal...

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Team Members

Lauren Karpinski

Office Manager, Executive Coordinator

(315) 907-6028

[email protected]

Consultants

Brendan Chin

Medicare Consultant

[email protected]

Brendan Chin is a nine-year resident of Central New York and currently resides in East Syracuse with his fiancé Erin. Brendan’s role with Excelsior’s clients is to provide the Medicare planning portion of the...

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