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Theodore J. Sarenski, CPA/PFS, CFP™ Chief Executive Office & President
Kevin E. VandenBerg, MBA, LIFA Chief Operating Officer
Robert S. Just, CFP™ Director of Research
Brian J. Wells, CPA, PFS Director of Operating Systems & Operations
Barbara J. Spears, Office Manager & Director of 401(k) Plans
Jeffrey D. Moro, Client Relations Manager
Julie M. Leone, MBA Website Administrator
Dennis J. Hebert CLU, ChFC, CLTC, MSFS, RFC®, AEP, AIF®, CFP™
Jennifer J. Spagnola, Client Service Specialist
_________________________________________________________________Theodore J. Sarenski CPA/PFS, CFP™Chief Executive Officer & PresidentP: (315) 471-BOSC (ext 301)F: (315) 471-PEARTed created Blue Ocean Strategic Capital, LLC within a regional accounting firm in 1997 and in 2010, purchased 100% ownership from that firm to begin as an independently owned organization. Kevin VandenBerg, who joined Ted in 2007, became a partner at the same time.
Ted’s over 30 years experience as a CPA and over 20 years as a Financial Planner serve as the backdrop for the assembly of the Blue Ocean staff of highly educated, experienced people who form the team that deliver wealth management services to Central New York. His extensive experience in individual taxation and estate planning bring a dimension to wealth management not found in most other asset management firms at the local level.
Ted is recognized locally and nationally as an expert providing financial planning advice. He currently appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers and was recently nominated to receive the 2010 Distinguished Service Award by the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division for contributions to industry-related publications and speaking engagements across the country.
Ted authored articles on financial planning that have appeared in The Journal of Accountancy, The CPA Journal, The Journal of Taxation and the AICPA Wealth Management Insider. He has been interviewed and quoted in many publications including: USA Today, Consumer Reports, The Christian Science Monitor, Investment News, Kiplinger Personal Finance Report, Accounting Today and The Practical Accountant.
Since 2005, Ted has been interviewed by hundreds of Radio Stations across the country on a variety of financial planning and income tax topics. Ted was interviewed for a 45 minute segment of NPR on the topic of retirement and Social Security in 2009.
Advocacy and Community Involvement
AICPA Elder Planning Task Force Chair, 2006 to present
AICPA PFP Executive Committee Liaison to the Elder Planning Task Force, 2008 to present
AICPA PFP Executive Committee-Chair of State Society Roundtable, 2010 to present
AICPA “Planner” publication – Editorial Advisory Board, 2006 to present
AICPA PFP Executive Committee Member, 2004 to 2007
AICPA Media Spokesperson, 2005 to present
AICPA PFP Media Task Force member, 2008 to present
AICPA Advisory Panel member, 2004 to present
Financial Planning Association (FPA), Central New York Chapter-Board Member, 2006 to present
NYS Society of CPAs Personal Financial Planning Committee Chair, 2000 and 2001
NYS Society of CPAs Personal Financial Planning Committee member 1994 to 2001
St Anns Parish, Manlius, NY – Trustee and Chair of the Finance Committee, 2000 to present
Recent Speaking Engagements
“Financial Planning for Scientists” – Web seminar to the American Chemical Society – January 2011
“Social Security, Yesterday, Today and the Future” – AICPA Advanced Personal Financial Planning Conference – January 2011, and 2006 through 2009
“Implementing Personal Financial Planning Services” – AICPA Advanced Personal Financial Planning Conference – January 2011
“Adding Elder Planning Services to Your Practice” – Michigan Association of CPAs Annual Elder Care Conference – October 2010
“Career options in Personal Financial Planning for Young CPAs” – Web Seminar for the AICPA – August 2010
“High Impact Client Review Meetings” – Web Seminar for AICPA – June 2010
“Social Security, Yesterday, Today and the Future” – AICPA Practitioners’ Symposium – June 2010
“Using a Business Coach-Getting the Most Out of People” – AICPA Advanced Personal Financial Planning Conference – January 2010
“Loss Harvesting” – Florida Institute of CPAs Annual Estate and Financial Planning Conference – December 2009
“Social Security, Yesterday, Today and the Future” – Louisiana Institute of CPAs Annual Estate and Financial Planning Conference – October 2009
“Social Security Issues” – Web Seminar for AICPA – August 2009
“Best Practices Business Models” – AICPA Advanced Personal Financial Planning Conference – January 2009
“Minimizing the Alternative Minimum Tax” – Florida Institute of CPAs Annual Accounting Show September 2008
“Social Security, Past, Present and Future” – NYS Society of CPAs Annual Personal Financial Planning Conference – June 2008
“Minimizing the Alternative Minimum Tax” – Florida Institute of CPAs Annual Accounting and Business Expo – May 2008
“Implementing Personal Financial Planning Services Workshop” – AICPA Annual Advanced Estate Planning Conference – May 2008
“Social Security, Past Present and Future” – Financial Planning Association of the NYS Capital Region – May 2008
“Small Business Pension Plans” – Florida Institute of CPAs Annual Health Care Conference – April 2008
“Financial Planning in Divorce” – AICPA Advanced Personal Financial Planning Conference – January 2008Kevin E. VandenBerg MBA, LIFAChief Operating OfficerDirector of Managed PortfoliosP: (315) 471-BOSC (ext 302)
F: (315) 471-PEARKevin joined Blue Ocean Strategic Capital, LLC in 2007 as the Director of Managed Portfolios. His role has expanded to include Chief Operating Officer and Chief Compliance Officer duties as well. His investment responsibilities include the oversight of economic and investment research, tactical and strategic portfolio allocation, investment management of client portfolios, on-going client relationship management and the pursuit of new client and business opportunities. Kevin is also responsible for the functioning of day to day operations and compliance within the company. Prior to his current role, Kevin served as a Research Analyst and Portfolio Manager at Greenleaf Trust, a privately-owned Trust Bank in Kalamazoo, Michigan. There, he was the lead analyst on mutual fund research, lead analyst in the Consumer Discretionary, Technology and the Telecommunications sectors while having a secondary research role in the Transportation, Healthcare and Finance sectors. He also served as Chief Investment Officer of the Trust Division from 1998-2001 until it consolidated into the Asset Management Division. Kevin is a member of the Association of Investment Management Research and the Investment Management Consultants Association.Kevin graduated from Kalamazoo College in 1989 with a BA in Economics and earned his MBA in Finance from the Haworth College of Business at Western Michigan University in 2001. He also possesses the Licensed International Financial Analyst designation and has passed Level One in the Chartered Financial Analyst program.Director of ResearchP: (315) 471-BOSC (ext 305)F: (315) 471-PEAR
Rob has over 24 years of Wealth Management experience and was most recently President of Armory Capital Management in Syracuse, NY. He earned a Bachelor of Science degree in
Business Administration from the University of Vermon and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 1996. Rob currently serves on the Boards of the American Red Cross of Central New York, the CNY Jazz Arts Foundation and the Liverpool Dollars for Scholarsprogram.
Rob’s duties include research and due diligence on mutual funds and assisting with individual equity research. He is also on our investment committee and continues his role in providing service to his existing and future clients. Rob adds significant depth to our research, financial planning and technology functions and brings considerable client relationship skills to our team.Brian J. Wells CPA, PFSDirector of Office Systems & OperationsP: (315) 471-BOSC (ext 304)F: (315) 471-PEARBrian has been a member of the Blue Ocean Strategic Capital, LLC team since 1997. Brian’s responsibilities include downloading and tracking daily investment activity aswell as trading and maintaining operational processes. Brian also assists with tax-related questions, monitors client portfolios and serves clients.Brian holds a BS in accounting from LeMoyne College, is a Certified Public Accountant and a holder of the American Institute of Certified Public Accountants Personal Financial Specialist Designation (PFS).Brian volunteers with sports in the Camillus area. He was recently elected to the Board of the Camillus Youth Hockey Association (2012-2015) and coaches in the Camillus Youth Softball and Baseball Association Board.Barbara J. SpearsOffice Manager & Director of 401k PlansP: (315) 471-BOSC (ext 306)F: (315) 471-PEARBarbara is the Business Operations Associate and Director of 401k Plans for Blue Ocean Strategic Capital, LLC. She is very well qualified to handle this demanding role with nearly twenty years of brokerage experience that began with her career as a trader on the Equity Trading floor at Shearson Lehman Brothers.Her ability to handle a wide range of functions is critical to the execution and support of our company and clients. Barbara is responsible for all the transactions, reporting, operational issues, client requests, and communications, and acts as liaison between our clients and our investment platform representatives at Fidelity. Barbara also teams with Julie in servicing and generating new leads in the 401k plan portion of our business.Barbara is currently enrolled in an MBA Program with a Concentration in Organizational Psychology and Development. She is also active in the community as she volunteers as an Onondaga Court Appointed Special Advocate for Children and is a District Level Parent Member on the Committee for Special Education in the Syracuse City School District. Barbara is an active member of the Central New York Business and Professional Women’s Club and the Women’s Fund of Central New York Fundraising Committee.
Jeffrey D. MoroClient Relations ManagerP: (315) 471-BOSC (ext 403)F: (315) 471-PEARView Jeffrey’s Profile
Jeff’s most recent experience as a Registered Representative and Investment Advisor was also with Morgan Stanley Smith Barney in Syracuse, NY. Jeff is a graduate of West Genesee High School and has attended St. John Fisher College in Rochester, NY. Jeff earned his Bachelor of Science in Business Administration, with a concentration in Finance, from SUNY Institute of Technology in 2009.
In his role as Client Service Manager at Blue Ocean Strategic Capital, Jeff will be responsible for providing client account support and maintenance, and for developing financial plans specific to client goals and objectives. He is looking forward to beginning his pursuit of the CFP® certification the near future.Julie M. Vitale-Leone MBAWebsite AdministratorP: (315) 471-BOSCF: (315) 471-PEAR
Julie assists with operational processes and website administration.Julie earned her BS in Finance and Economics from Syracuse University in 1994 and her MBA from Rochester Institute of Technology in 1997. She has experience in both the banking and investment arenas with HSBC and Xerox. She joined the Blue Ocean Strategic Capital Team in 1998.
Dennis J. Hebert CLU, ChFC, CLTC, MSFS, RFC®, AEP, AIF®, CFP™ Senior Relationship Manager P: (315) 234-PLAN (7256) firstname.lastname@example.org
October, 2012 ~ We’re pleased to announce that Dennis Hebert and Jennifer Spagnola have joined our team at Blue Ocean Strategic Capital!Dennis has over 37 years of experience in the financial services industry. In 1996 he started his own independent, fee-based practice, Hebert Financial Strategies, located in Liverpool, NY. A self-proclaimed “student of the profession,” Dennis teaches classes that are required for the CFP® certification program at Bryant & Stratton College as an Adjunct Professor. He has taught continuing education classes for the insurance, accounting, legal and financial planning professions and has taught for the American College, SUNY Empire College and Medialle College. In addition to earning a Master of Science in Financial Services in 1998, Dennis holds the following certifications and designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), Registered Financial Consultant (RFC®), Accredited Estate Planner (AEP), Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner® (CFP®). Dennis provides advice on wealth accumulation, protection and preservation to families, retirees and business owners. He currently serves as Chairman of the Board and Ethics Chair for theFinancial Planning Association of CNY. He is the current President of the Greater Liverpool Chamber of Commerce and is a Trustee for the Village of Liverpool. In addition to adding his expertise and experience to our team at Blue Ocean Strategic Capital, Dennis will continue to provide service to his existing clients out of his Liverpool office, located at 209 Second Street.
Jennifer L. Spagnola Client Service Specialist P: (315) 234-8862 email@example.com
October, 2012 ~ We’re pleased to announce that Dennis Hebert and Jennifer Spagnola have joined our team at Blue Ocean Strategic Capital!
Jennifer Spagnola, has been a part of the family business for 15 years, and will continue to work with her father as a Client Service Specialist in the Liverpool office. A graduate of SUNY Cortland and Onondaga Community College, Jennifer currently serves as Executive Director for the Financial Planning Association of CNY. After years of competitive figure skating, Jennifer continues her involvement by running the “Learn-To-Skate” program for Syracuse Parks & Recreation and as a skating instructor.
______________________________________________________________________________________________________________________________________________________________________________________ CPA or CERTIFIED PUBLIC ACCOUNTANT in the most general sense, a CPA or Certified Public Accountant, is an individual who has met certain requirements in education, experience and examination. CPAs are certified to provide a broad range of financial advisory and external accounting services for their clients. Some services provided by public accountants include assurance (audit), tax compliance and advisory, mergers and acquisitions due diligence, and estate and financial planning. Because accounting rules and regulations are continually evolving and changing, CPAs are required to take 120 hours of continuing education courses every three years.Another area of specialization for CPAs is tax compliance and consulting. Those who choose this area are required to maintain knowledge about the most current tax rules and regulations. CPAs can perform both corporate and individual tax compliance for their clients.A CPA can also function as a trusted business advisor or consultant. Companies will often elicit the services of a CPA for general business consulting, or for the implementation of new processes or systems. CPAs who act in an advisory role must also be mindful of rules related to independence.Many CPAs have become entrepreneurs and use their accounting and finance knowledge to start and run their own business.CERTIFIED FINANCIAL PLANNER™Individuals who have met the CFP® Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP® Board’s biennial certification requirements, including continuing education.The CFP® designation is used to identify those individuals who have met the rigorous experience and ethical requirements, successfully completed financial planning coursework and have passed the CFP® examination. This examination covers the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.Certified Financial Planners uphold the CFP® Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standard. CFP®, Chartered Retirement Plans Specialists™, and CERTIFIED FINANCIAL PLANNER™ are certified marks owned by the Certified Financial Planner Board of Standards, Inc.These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.