Nick has been helping clients with their retirement planning and investments needs for 36 years. He became affiliated with LPL Financial in 1993 while managing an investment program for an independent bank in Central New York. Following the bank’s merger, he joined a regional investment management firm in 2002. In 2012 he established Dusckas Advisory Group, LLC. Nick holds the Chartered Financial Consultant designation (ChFC) from The American College. He earned a B.S. degree in Business Administration and Finance from SUNY at Albany.
Mike joined Dusckas Advisory Group as a Financial Consultant in January 2015. He has been working with individuals, families and small businesses since 1997. He began his career in business management and banking. Mike is a graduate of Siena College where he earned his BBA degree in accounting and finance.
Burt has been working with his investment clients since 1993. In 1997 he joined LPL Financial and led the investment, insurance, and tax preparation programs of a local financial institution. Burt joined his colleagues at Dusckas Advisory Group in 2015.
Burt holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is enrolled to practice before the Internal Revenue Service as an Enrolled Agent (EA). He earned a baccalaureate degree in Finance and Management from Columbia College, and a certificate in financial planning from Boston University.
Christopher joined Dusckas Advisory Group in 2017 as an Administrative Associate. In 2018 we added Para Planner to his title to reflect his role in assisting in the preparation of Retirement Planning Projections for clients considering retirement as well as those who have entered retirement. In January 2020 he was promoted and became DAG’s fourth Financial Advisor. Christopher is a graduate of SUNY Albany with a Bachelor of Science Degree in Finance. He holds FINRA securities licenses Series 7 & Series 66 held through LPL Financial.
Lynne has been working at Dusckas Advisory Group since 2010. She is a valuable resource who wears multiple hats within our company. She will schedule your appointments and let you know what to bring with you. She will process most of your general administrative requests and will follow-up to ensure they are executed promptly. And she will call to remind you that it is time to schedule a review of your investment holdings and/or retirement planning goals.