Claire

How I got here:

“Growing up with two accountants as parents, I always knew I wanted a career in finance. When I graduated from Elmira College, I worked in operations and support for an investment firm. As my love for the industry grew, I wanted to find a place where I could professionally grow as well.  Working as an advisor at Rockbridge has allowed me to blend my love of people and finance; I can organize the financial lives of our clients while always putting their best interest first.”

Favorite part of the job:

“I love working with people, and helping them make sense of their financial situation. A person’s wealth is one of the most integral parts of their life, but it can also be one of the most complex. Being able to simplify a person’s finances and ease some of their worry is truly a rewarding experience.”

Experience

LinkedIn

Education:

Economics (B.S.) and Business Administration (B.S.) from Elmira College
Candidate for CFP® certification

Beneath the surface:

Claire lives in Cicero with her husband, James, their dog, Odin, and their two cats, Bell and Khan. Outside the office, Claire loves all things theater, and can be found acting, singing, and dancing anywhere that will have her. As Rockbridge’s resident foodie, she also has an undying passion for food of all kinds, and is consistently called upon to order for the group. (A responsibility she never minds.) When she’s not singing or eating, you’ll find her grinding the local trivia circuit, or at home binge-ing her favorite show of the month.

Contact:

Call 315-671-1924 or email ckobylanski@rockbridgeinvest.com.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting