Yvonne is the President & Partner of SIA Tax & Insurance Associates. In 1994, she founded Securities & Investment Advisors, Inc. with Neil and spent over 40 years being a Financial Consultant. Beginning in 2026 she began transitioning her self from managing money day to day to focusing on Estate, Tax and Medicare needs for clients. Over the past 40 years, she has educated clients about the importance of not only a financial roadmap but a “life plan” to make sure all aspects of ones life is in order. Whether that meant estate planning by making sure all documents are complete to avoid any estate complications, advanced trust planning for the protection of assets, Medicare education and enrollment into Medicare Supplement/Advantage Plans or implementing tax strategies and tax preparation, she has made sure that all aspects of ones life is planned for.
This is where her passion lies and where she feels she can help clients in the later years of their financial plan. She will serve as our go-to person for all things Estate, Tax and Medicare and meet with clients individually or as a family for this type of planning. She will continue to work with Stephanie in these planning aspects but will pass the Financial Consulting and day to day money management to her as she continues to meet with clients on a daily basis.
Yvonne was born and raised in Canastota and is very active in various local organizations. She has 2 stepdaughters, one son and daughter with Neil and enjoys the summer sun, boating, crafts, their cottage on Oneida Lake, vacationing, her miniature pinscher Xena, and most recently wintering in Florida.