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.
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!