Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Theresa Flemma, CFP®
Theresa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Director of Baird. Throughout her career, she has successfully helped individuals, families, and businesses navigate financial challenges while achieving their financial objectives. Regardless of your current financial needs, Theresa and her dedicated team are committed to helping you build a financial plan that specifically fits you.
Theresa received her B.S. Degree in Finance from Siena College, and her M.S. Degree in Business from SUNY IT. She is Series 7, 63 & 65 registered and licensed for Life, Health, and Long-Term Care. Her customized, client-specific, and dedicated approach to all aspects of financial planning promotes long-standing relationships.
As a Mohawk Valley native, Theresa firmly believes in giving back to her community. Outside of the office, she volunteers as the Director of Registration for the American Heart Association’s “America’s Greatest Heart Run & Walk” and is a member of the AHA Utica Advisory Board. She has also served on several boards including Stevens-Swan Humane Society and the Utica Curling Club. Her community sponsorships include MVHS Prohibition Night, AHA Executive Challenge and the Monopoly® City of Utica Game for the Abraham House.
Theresa ceaselessly strives to live by the words her parents taught: “treat people with integrity, honesty and respect” … and provide exceptional service while working with you through life’s financial journey!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
As an Associate Financial Advisor for Baird, Tom is an instrumental member of The Flemma Gornick Group. He believes that a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. By leveraging the many tools and resources he has available at Baird, he can develop personalized wealth management solutions to meet the needs of our clients.
He is Series 7 & 66 registered and licensed for Life, Health, and Long-Term Care.
Tom is a graduate of the Whitman School of Management at Syracuse University where he earned a dual B.S. in Accounting and Entrepreneurship/Emerging Enterprises. Tom has held a variety of positions at the F.X. Matt Brewery and previously interned for Theresa M. Flemma, CFP®. Like all members of The Flemma Gornick Group, Tom firmly believes in giving back to the community by volunteering his time helping the Neighborhood Center with their fundraising events. Currently, he is participating in the Leadership Mohawk Valley class of 2019.
Tom’s innate willingness to help others, along with his education and work experience makes him an integral member of The Flemma Gornick Group which works with you through life’s financial journey.
Mary Ann Spinelli
When Mary Ann joined the firm, she brought with her extensive experience in business administration from her employment at Lockheed Martin Corporation (formerly GE Aerospace). Her professionalism and desire to provide unparalleled service to the clients she serves makes her an “asset” to her team. She has an innate ability to build positive individual relationships with our clients and staff.
Prior to the formation of The Flemma Gornick Group, Mary Ann worked and continues to work very closely with Theresa M. Flemma, CFP®. Her strong multi-tasking skills, empathy and willingness to help others, coupled with her industry knowledge give her the ability to provide the high level of customer service our clients have come to expect. Any question or concern, large or small, is welcomed and addressed promptly.
Mary Ann is Series 7 Registered and holds a BPS degree in Business & Public Management from SUNY Institute of Technology Utica/Rome.
She is instrumental in helping The Flemma Gornick Group achieve their common goal which is to provide a high level of service while working with you through life’s financial journey!
Prior to joining The Flemma Gornick Group as an Executive Assistant, Jolene held many positions, from Receptionist to Assistant to the Operations Team. These various roles, along with her previous experience as a stenographer and personal secretary for the Oneida County Department of Social Services, give her a unique insight to working with individuals from diverse backgrounds, goals and objectives.
Her professionalism, attention to detail and welcoming demeanor make her a wonderful asset to The Flemma Gornick Group. She is adaptable by nature and someone who is open to our ever-changing industry.
Jolene exemplifies our team approach which is to treat people with integrity, honesty and respect and contributes to our common goal; to provide a high level of service while working with you through life’s financial journey!
When Alison joined the firm, as the Executive Assistant to Jeffrey Gornick, CFP®, she brought a high level of interpersonal and administrative skills. Her reliability, compassion and inherent customer service skills soon became apparent. Upon the blending of two individual practices into The Flemma Gornick Group her knowledge, experience and insight contributed to a smooth transition.
Alison performs a variety of highly responsible, confidential and complex administrative duties while exercising sound judgement to fulfill the needs and objectives of our clients. Her role is defined and impacted by the mutual working relationship established between The Flemma Gornick Group and their clients. She is extremely organized and can prioritize her workload to better serve your needs.
Her unyielding desire to achieve a high standard of service furthers The Flemma Gornick Group’s goal to provide a high level of service while working with you through life’s financial journey!
Outside of the office, Jessica participates in a volleyball league and enjoys spending time on her boat with her husband and two children.
Jessica’s outgoing personality, work ethic, and ability to collaborate with all individuals classifies her as a vital member of our team. She is a catalyst for progress and our goal of working with you through life’s financial journey!