Homer, NY — Gateway Financial Partners announces that Jacob Morenus has joined the firm as an independent financial advisor, serving individuals and families in Homer, New York and surrounding communities.
Morenus brings experience working with clients across a wide range of financial stages, from those beginning their careers to those preparing for or living in retirement. His work focuses on helping clients navigate key financial decisions with a clear understanding of their options and how those decisions may impact their broader financial picture.
His areas of focus include retirement planning, tax-aware planning, education planning, and investment analysis. He also works closely with educators, particularly those navigating retirement planning through 403(b) plans. Morenus is known for taking an educational approach, helping clients better understand their choices so they can move forward with greater clarity and confidence in their decisions.
At Gateway Financial Partners, Morenus will be working alongside fellow advisors Sam Vercillo and Aaron Piquet. Together, they bring a collaborative approach to supporting clients, combining their perspectives and experience to provide thoughtful guidance across a range of financial needs.
Contact:
Jacob Morenus
Financial Advisor
Phone: 607-749-0368
Email: jacob.morenus@mygfpartner.com
