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 began his financial services career over 35 years ago. From the beginning he has been dedicated to helping clients address their financial goals and building long term relationships. George believes in “old fashioned service” and has spent his career building a team that is committed to delivering an exceptional service experience. He is an enthusiastic mentor and established a company culture which has enabled the staff to develop from administrative roles into financial planning professionals.

George has served many local organizations over the years and currently volunteers with Longhouse Council, Boy Scouts of America, Syracuse University ENACTUS and Vera House.

George served 4 years in the U.S. Navy as an Air Traffic Controller. He has been a pilot for over 48 years and enjoys flying single and multi-engine airplanes. George also enjoys listening to music, watching SU sports, exercising, golfing and spending time with his family. He has three grown children and lives in Tully with his wife of over 36 years, their cat and dog.

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 20 years of experience in the financial field and has worked at Urist Financial since 1999. The financial success and well-being of her clients is her priority. She is dedicated to helping them set, manage and maintain their financial goals, no matter what stage of life they 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).

Carol is committed to fulfilling various philanthropic causes through volunteering with the Corporate Volunteer Council of Central NY (CVC). It is an organization that supports many people in the CNY community through the various non-for-profit agencies.

Aside from spending time with her family and friends, her other passions are golfing, kayaking, gardening, hiking, animal lover…..and watching SU 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

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.

Justin Kesselring
Client Services Specialist

B.S. in Finance from Le Moyne College ’18

Email: justin.kesselring@lpl.com

Justin is a recent graduate of Le Moyne College where he received a B.S. in Finance. He looks forward to adding value to the team by providing clients with great service. Justin is a very passionate person and is eager to expand his knowledge of the financial industry.

Justin was a captain of the Le Moyne Men’s Lacrosse team his senior year and was also a member of the 2016 National Championship team. In May 2018, he was awarded as an Academic All-American for his accomplishments both on and off the field.

In his free time, he continues to play lacrosse and perfect his golf game. He also loves to watch sports, and spend time with his family and friends. ​

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 began his financial services career over 35 years ago. From the beginning he has been dedicated to helping clients address their financial goals and building long term relationships. George believes in “old fashioned service” and has spent his career building a team that is committed to delivering an exceptional service experience. He is an enthusiastic mentor and established a company culture which has enabled the staff to develop from administrative roles into financial planning professionals.

George has served many local organizations over the years and currently volunteers with Longhouse Council, Boy Scouts of America, Syracuse University ENACTUS and Vera House.

George served 4 years in the U.S. Navy as an Air Traffic Controller. He has been a pilot for over 48 years and enjoys flying single and multi-engine airplanes. George also enjoys listening to music, watching SU sports, exercising, golfing and spending time with his family. He has three grown children and lives in Tully with his wife of over 36 years, their cat and dog.

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 20 years of experience in the financial field and has worked at Urist Financial since 1999. The financial success and well-being of her clients is her priority. She is dedicated to helping them set, manage and maintain their financial goals, no matter what stage of life they 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).

Carol is committed to fulfilling various philanthropic causes through volunteering with the Corporate Volunteer Council of Central NY (CVC). It is an organization that supports many people in the CNY community through the various non-for-profit agencies.

Aside from spending time with her family and friends, her other passions are golfing, kayaking, gardening, hiking, animal lover…..and watching SU 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.

Justin Kesselring
Client Services Specialist

B.S. in Finance from Le Moyne College 18’

Email: justin.kesselring@lpl.com

Justin is a recent graduate of Le Moyne College where he received a B.S. in Finance. He looks forward to adding value to the team by providing clients with great service. Justin is a very passionate person and is eager to expand his knowledge of the financial industry.

Justin was a captain of the Le Moyne Men’s Lacrosse team his senior year and was also a member of the 2016 National Championship team. In May 2018, he was awarded as an Academic All-American for his accomplishments both on and off the field.

In his free time, he continues to play lacrosse and perfect his golf game. He also loves to watch sports, and spend time with his family and friends. ​

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