Investment Advisor Representative952.896.2005
Todd brings over a decade of experience within the financial services industry to his role at OneGroup Wealth Partners. With a robust background in servicing corporate 401(k) plans, he specializes in retirement accumulation and distribution planning, as well as asset allocation and investment selection/monitoring.
In collaboration with a client’s team of tax and legal professionals, Todd provides robust yet understandable strategies for clients to achieve their desired financial objectives.
Areas of Expertise:
Investment Management I Asset Allocation Strategies I Retirement Distribution Planning I Corporate Retirement Plans
BA in Mathematics with a Concentration in Statistics, St. Olaf College 2009
Angela, an Accredited Investment Fiduciary®, CFP®, ChFC®, is dedicated to providing integrated wealth management strategies to assist clients in accomplishing important financial goals. Her goal is to fully understand her clients to provide advice and strategies that add value and provide financial confidence.
Angela has over 18 years of experience in the financial services industry and holds a MBA from Norwich University and a BA from University of Vermont. She serves on the Board of Directors of the Siesta Key Chamber of Commerce as well as serving on the Board of Directors of the Humane Society at Lakewood Ranch and is a member of Sisterhood for Good Women’s Giving Circle.
OneGroup Wealth President941-487-1763
Paul A. Restante is CEO, Community Bank Wealth Management and President, Community Investment Services, Inc. (CISI), a subsidiary of Community Bank System, Inc. Mr. Restante is responsible for oversight of the Wealth Management Group, which delivers services for the trust (Community Bank Trust Services), brokerage (CISI), retirement plans and investment fiduciary advice, (OneGroup Retirement Advisors), investment management (Nottingham Advisors) and Financial Planning and Executive Benefits (Carta Group), Family Wealth Office (OneGroup Wealth Partners) units of Community Bank System Inc., serving the general marketplace and the branch network in New York and Pennsylvania, Vermont and Florida. He maintains oversight of the brokerage operations of CISI, doing business with Invest Financial LPL Financial as their broker dealer.
Paul is the former President of the Syracuse NAIFA Chapter; a recipient of the SAIFA Distinguished Leader Award and was named as the number one nationally ranked Program Manager in 2015 by Bank Investment Consultant magazine, among several other industry awards and achievements. He has been a featured speaker at industry events; and serves on various community and industry boards. Paul is a graduate of Clarkson University with a major in Marketing and Finance and also holds the Chartered Life Underwriter, Chartered Financial Consultant and Certified Long Term Care designations.
Connie has 22 years of experience in the financial & accounting industry. As a critical member of the support staff, Connie is responsible for enhancing the client experience and assisting in managing client service initiatives. She serves as a point of contact for clients in all matters of account administration and works diligently to exceed client expectations.
Some of her many responsibilities with OneGroup Wealth Partners include:
Onboarding of clients | Preparation of client reports | Morningstar research
She has incorporated her extensive administrative knowledge into her role of providing sales and service support to OneGroup Wealth Partners, as well as acting as the firm’s client liaison for ongoing client service matters.