Thank you for your ongoing trust, confidence and support.
David’s philosophy centers around giving you good information to make well-informed decisions. Good financial guidance should feel a lot like common sense—and good service should feel reasonable, steady, familiar, and dependable.
With that in mind, we have a few updates to share—changes that help us take even better care without changing the values and service you’ve come to expect.
Reminders About David Treichler:
David Treichler is securities series 7, 24, 63, 65, life and health insurance licensed. He is an AIF, CLU, and a certified financial planning (CFP®) practitioner and has carried the designation 27 years, which he earned during his tenure as a regional VP and wholesaler for M&T Bank. He was a guest several times with many different platforms, including WCNY’s Financial Fitness.
He has focused on portfolio management and serving clients for the last 17 years and will continue well into the future.
New Outreach Methods:
He recently launched this blog page to help keep you updated on what’s happening at Arabella Wealth Advisors.
The purpose is simple: share useful, down-to-earth information and timely updates—without adding noise. You won’t find hype or hot takes here. Instead, you can expect straightforward explanations of planning topics, reminders about seasonal to-dos (like tax-time paperwork), and office updates when there’s something you should know.
We will have additional community outreach as well as digital media coming.
On Mondays and Fridays David is doing a brief stock report on TK 99 and other regional finger lakes stations. Why use radio? It’s simply another way to raise awareness that there’s a local team available for people who want straightforward guidance—not sales pressure.
David will continue to focus on serving you, your family, and business.
To assist David Treichler AIF, CFP®, CLU serving you, your family, and business,
We’re excited to welcome two new team members:
Cameron Kohs and Jennifer McQueen :
- Jennifer will assist David on Schwab, brokerage, and insurance service
- Cameron Kohs, will assist David with financial and retirement plans
Jennifer McQueen is a proud mom of two. Her daughter is currently a freshman at St. John's, where she is studying Forensic Psychology. She also has a 14-year-old son who keeps her busy. You can catch her at West Genessee's lacrosse and basketball games cheering him on. Jenn loves a good adventure, whether it’s traveling, exploring new coffee shops, or finding a delectable wine at a local winery.
What Jennifer’s role means for you :
Jennifer’s role is to support the day-to-day operations that keep everything running smoothly. That includes:
· Helping coordinate scheduling and meeting logistics
· Assisting with forms and routine account service items
· Keeping communication organized so follow-ups don’t fall through the cracks
· Directing clients to efficient service and information solutions
· Cameron Kohs, will assist David with financial and retirement plans
Cameron Kohs will assist in the financial planning and retirement plans. Cameron went to school at Hobart & William Smith Colleges and studied philosophy and entrepreneurial studies. He took the ethics of philosophy and wanted to apply the theories he learned to his work in the financial field. After becoming licensed with his LAH, SIE, Series 7, and Series 66, Cameron wanted to apply his personal fiduciary beliefs to investing. Cameron will soon begin his CFP® certification to show the dedication of financial ethics and policies that he believes in. When not working or studying, Cam plays disc golf or spends time with his cat Limbo.
What Cameron’s role means for you :
As the number of clients and planning needs grow, so does the work involved : retirement income planning, Social Security timing discussions, portfolio coordination, insurance reviews, Roth conversions, estate and tax issues, while keeping track of the “what ifs” that matter to your household.
Cameron’s will assist David on the planning and retirement plan side—so we can stay proactive instead of simply reacting to whatever the markets or life events throw at us next.
A financial plan isn’t just a binder on a shelf, either. It’s more like a set of guardrails that can help you make decisions when life changes—retirement dates shift, a job transition happens, health changes, a spouse passes away, a grandchild is born, or a major purchase is on the horizon.
With expanded resources, our planning conversations—goals, timelines, priorities, trade-offs, and the details that turn good intentions into a clear path can be deeper.
The bottom line:
Markets will always have changing seasons. Headlines will always come and go. Our aim is to keep your financial life grounded in time-tested principles: clear goals, thoughtful planning, and a steady approach.
These updates—our new blog page, community visibility, and growing our team—are all about strengthening the service and support around you.
As always, if you have questions or want to review where you stand, let’s schedule a review.
David’s Text : (315) 873-3040
David’s Cell : (315) 430-3283
Office phone : (315) 873-3040
Fax: (315) 751-7973
120 East Washington Street
Suite 922
Syracuse, NY 13202
CA Insurance License # 0N09510, NY Insurance License #643308 dave@arabellawealth.com