Our Team

George S. Urist, MBA, CFP® linkedin
President

CERTIFIED FINANCIAL PLANNERTM
FINRA Series 7, 24 & 63 Registrations held through LPL Financial.
NYS Insurance License
NYS Notary Public
Syracuse University MBA ‘84
University of Maine BS ‘78

Email: george.urist@lpl.com

George has over 30 years of experience helping clients address their financial goals. He maintains many long term client relationships and understands the importance of financial planning in working towards family goals. George has helped guide his clients in working towards the following goals: provide their children college educations, create their own businesses, retire comfortably, build dream houses, buy vacation properties, relocate to other states and provide for their loved ones at their death.

He believes in giving back to the Central New York community and currently volunteers with the East Hill Flying Club, Longhouse Council, BSA, Syracuse University ENACTUS and Vera House.

George has three grown children and lives with his wife of over 30 years in Tully. He is a Veteran, having served 4 years in the U.S. Navy as an Air Traffic Controller. George enjoys flying single-engine airplanes (45+ year pilot), listening to music, watching SU sports, golfing and spending time with his wife, family and pets.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Carol Schmeiser, ChFC® linkedin
LPL Registered Representative

Chartered Financial Consultant®

FINRA Series 7 & 63 Registrations held through LPL Financial
NYS Insurance license
NYS Notary Public
AAS in Accounting from Bryant & Stratton College, ‘88

Email: carol.schmeiser@lpl.com

Carol has over 19 years of experience in the financial field and has worked at Urist Financial since 1999. She is dedicated to helping you set, manage and maintain your financial goals, no matter what stage of life you are at. Carol is involved in every aspect of the financial management process including investment research, portfolio analysis, asset allocation and risk assessment (including life insurance).

When Carol is not spending time with her family and friends, her other passions are golfing, kayaking, gardening, hiking, animal lover… and watching S.U. Football and Basketball. Go Orange!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Courtney Arria, CFP® linkedin
LPL Registered Representative

CERTIFIED FINANCIAL PLANNERTM
FINRA Series 7 & 63 Registrations held through LPL Financial.
B.S. in Psychology from LeMoyne College, ‘03

Email: courtney.arria@lpl.com

Courtney has worked at Urist Financial since March 2004. She is dedicated to building personal connections with clients, which leads to a clear understanding of their financial needs and how she can help them to pursue their financial goals. She strives to simplify clients’ finances in order to educate and empower. Courtney has drawn from personal experience to develop an empathetic approach to working with widows and widowers, as well as young families just getting started.

When not working, Courtney is active with her husband, children, family and friends. She enjoys cooking and baking along with outdoor activities including hiking, biking and running.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Elizabeth Zogby
Client Services Specialist

Currently working on FINRA Series 7 & 63 Registrations.
BA in English from SUNY Geneseo ‘05

Email: elizabeth.zogby@lpl.com

Elizabeth has worked at Urist Financial since July, 2013. She is people oriented and enjoys being part of the team that helps to provide clients with excellent service. ​Elizabeth draws upon 17 years of service experience to help her focus efforts on understanding exactly what clients want. Her experience gives her a personalized understanding of the special financial circumstances arising from divorce.

Elizabeth loves animals of all kinds and is a huge advocate for a variety of animal organizations, both national and local. She enjoys cooking (vegetarian dishes, please), gardening, hiking, biking and listening to music, especially live concerts.

Our Team

George S. Urist, MBA, CFP® linkedin
President

CERTIFIED FINANCIAL PLANNERTM
FINRA Series 7, 24 & 63 Registrations held through LPL Financial.
NYS Insurance License
NYS Notary Public
Syracuse University MBA ‘84
University of Maine BS ‘78

Email: george.urist@lpl.com

George has over 30 years of experience helping clients address their financial goals. He maintains many long term client relationships and understands the importance of financial planning in working towards family goals. George has helped guide his clients in working towards the following goals: provide their children college educations, create their own businesses, retire comfortably, build dream houses, buy vacation properties, relocate to other states and provide for their loved ones at their death.

He believes in giving back to the Central New York community and currently volunteers with the East Hill Flying Club, Longhouse Council, BSA, Syracuse University ENACTUS and Vera House.

George has three grown children and lives with his wife of over 30 years in Tully. He is a Veteran, having served 4 years in the U.S. Navy as an Air Traffic Controller. George enjoys flying single-engine airplanes (45+ year pilot), listening to music, watching SU sports, golfing and spending time with his wife, family and pets.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Carol Schmeiser, RP linkedin
LPL Registered Representative

Chartered Financial Consultant®

FINRA Series 7 & 63 Registrations held through LPL Financial.
NYS Insurance license
NYS Notary Public
AAS in Accounting from Bryant & Stratton College, ‘88

Email: carol.schmeiser@lpl.com

Carol has over 18 years of experience in the financial field and has worked at Urist Financial since 1999. She is dedicated to helping you set, manage and maintain your financial goals, no matter what stage of life you are at. Carol is involved in every aspect of the financial management process including investment research, portfolio analysis, asset allocation and risk assessment (including life insurance).

When Carol is not spending time with her family and friends, her other passions are golfing, kayaking, gardening, hiking, animal lover… and watching S.U. Football and Basketball. Go Orange!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Courtney Arria, CFP® linkedin
LPL Registered Representative

CERTIFIED FINANCIAL PLANNERTM
FINRA Series 7 & 63 Registrations held through LPL Financial.
B.S. in Psychology from LeMoyne College, ‘03

Email: courtney.arria@lpl.com

Courtney has worked at Urist Financial since March 2004. She is dedicated to building personal connections with clients, which leads to a clear understanding of their financial needs and how she can help them to pursue their financial goals. She strives to simplify clients’ finances in order to educate and empower. Courtney has drawn from personal experience to develop an empathetic approach to working with widows and widowers, as well as young families just getting started.

When not working, Courtney is active with her husband, children, family and friends. She enjoys cooking and baking along with outdoor activities including hiking, biking and running.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Elizabeth Zogby
Client Services Specialist

Currently working on FINRA Series 7 & 63 Registrations.
BA in English from SUNY Geneseo ‘05

Email: elizabeth.zogby@lpl.com

Elizabeth has worked at Urist Financial since July, 2013. She is people oriented and enjoys being part of the team that helps to provide clients with excellent service. ​Elizabeth draws upon 17 years of service experience to help her focus efforts on understanding exactly what clients want. Her experience gives her a personalized understanding of the special financial circumstances arising from divorce.

Elizabeth loves animals of all kinds and is a huge advocate for a variety of animal organizations, both national and local. She enjoys cooking (vegetarian dishes, please), gardening, hiking, biking and listening to music, especially live concerts.

How Can We Help You?

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