Broker Check

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We've all seen friends and family members struggling to find the help they need to map out their financial future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their goals. We feel a commitment to our community.

Bret Hartman

Financial Professional

(315) 882-1770

(315) 295-2526

bret@upskillwm.com

Bret is a licensed broker and investment advisor. He earned his bachelor's degree from Binghamton University and is the founder of Upskill Wealth Management.

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Michael Rosenthal

Financial Professional

(315) 313-9905

michael@upskillwm.com

Michael is a licensed investment advisor and tax preparer. He holds a bachelor's degree from SUNY Cortland and a master's degree from Syracuse University.
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Maria Reagan

Tax Professional

maria@upskillwm.com

Maria is a state and federally registered tax preparer. She holds a bachelor’s degree from Liberty University.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.