Our Team
George S. Urist, MBA, CFP® 
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 39 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 volunteered with many local organizations over the years including Enactus, Manlius Pebble Hill School, Boy Scouts of America, Temple Concord and Vera House.
George served 4 years in the U.S. Navy as an Air Traffic Controller. He has been a pilot for over 50 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, two grandchildren and lives in Tully with his wife of over 42 years and their dog, Scout.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Carol Schmeiser, ChFC®
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 25 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 Women United of Central NY (affiliated with United Way).
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®
LPL Registered Representative
CERTIFIED FINANCIAL PLANNERTM
FINRA Series 7 & 63 Registrations held through LPL Financial
NYS Insurance License
B.S. in Psychology from LeMoyne College ‘03
Email: courtney.arria@lpl.com
Courtney has been employed in the financial services industry for over 20 years and joined UFRP in March 2004. She is dedicated to building personal connections with her clients. Her approach starts with a clear understanding of their financial needs and life goals. Courtney strives to help simplify clients’ finances in order to educate and empower. Her personal experiences have been instrumental in her empathetic and caring approach, especially when working with widows and widowers. She is also experienced in working with families throughout all facets of their financial planning. Courtney enjoys helping young adults beginning their working careers as well.
When not working, Courtney is active with her husband of 20 years, two children, family, and friends. She loves cheering for her kids at their cross country & track meets, staying active and volunteering in the Central New York area. Her volunteer work includes but is not limited to being the treasurer of the Baldwinsville Harriers Booster Club, Inc. and being a dog walker at Helping Hounds Dog Rescue.
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.
Larissa Tyler
Client Services Specialist
AS in Human Services from Onondaga Community College ‘12
Email: larissa.tyler@lpl.com
Larissa is a strong leader and a skilled communicator focused on providing clients with excellent customer service through active listening and attention to detail for over 15 years. She is enjoying learning all she can about the financial industry.
Larissa loves spending her time with her children, family, and friends. Some of her favorite things to do include cooking, baking, listening to music, and being outdoors in the warmer months. She finds time to help others whether that be through baking cookies for events or teaching swimming lessons to children at the YMCA. Larissa is a certified instructor for Lifeguarding, CPR/AED, O2, and BFA and enjoys teaching others these life saving skills.
Our Team
George S. Urist, MBA, CFP®
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 37 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 volunteered with many local organizations over the years including Enactus, Manlius Pebble Hill School, Boy Scouts of America, Temple Concord and Vera House.
George served 4 years in the U.S. Navy as an Air Traffic Controller. He has been a pilot for over 50 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, two grandchildren and lives in Tully with his wife of over 40 years, their cat and dog.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Carol Schmeiser, ChFC®
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 25 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 Women United of Central NY (affiliated with United Way).
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®
LPL Registered Representative
CERTIFIED FINANCIAL PLANNERTM
FINRA Series 7 & 63 Registrations held through LPL Financial
NYS Insurance License
B.S. in Psychology from LeMoyne College ‘03
Email: courtney.arria@lpl.com
Courtney has been employed in the financial services industry for over 20 years and joined UFRP in March 2004. She is dedicated to building personal connections with her clients. Her approach starts with a clear understanding of their financial needs and life goals. Courtney strives to help simplify clients’ finances in order to educate and empower. Her personal experiences have been instrumental in her empathetic and caring approach especially when working with widows and widowers. She also is experienced in working with families throughout all facets of their financial planning. Courtney enjoys helping young adults beginning their working careers as well.
When not working, Courtney is active with her husband of 19 years, two children, family and friends. She enjoys baking, staying active outdoors, volunteering at Helping Hounds Dog Rescue and is the treasurer of the Baldwinsville Harriers Booster Club, Inc.
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.
Larissa Tyler
Client Services Specialist
AS in Human Services from Onondaga Community College ‘12
Email: larissa.tyler@lpl.com
Larissa is a strong leader and a skilled communicator focused on providing clients with excellent customer service through active listening and attention to detail for over 15 years. She is enjoying learning all she can about the financial industry.
Larissa loves spending her time with her children, family, and friends. Some of her favorite things to do include cooking, baking, listening to music, and being outdoors in the warmer months. She finds time to help others whether that be through baking cookies for events or teaching swimming lessons to children at the YMCA. Larissa is a certified instructor for Lifeguarding, CPR/AED, O2, and BFA and enjoys teaching others these life saving skills.
How Can We Help You?
