Jim offers a personal approach to helping his clients and their families make smart decisions with their finances. As a Certified Financial Planner™, he is held to both ethical and educational standards. Jim’s focus is on assessing and then acting on the goals that are most important to his clients, and then developing a financial plan and recommendations to help achieve those goals.
Since joining Halliday in 2009, Jim has supported the firm’s relationship with the City University of New York as an advisor to CUNY’s base pension and supplemental retirement accounts. He is often called on by CUNY to be speaker at pre-retirement conferences offering timely topics such as social security planning, tax efficient retirement income strategies, principles of diversification, maximizing employer retirement benefits, and income/expense planning. His skills as an educator have also been utilized by Molloy College where he served as the director, and as an instructor of Molloy’s graduate business program (2010–2015) in personal financial planning—teaching classes in financial planning, investment planning, employee benefits, and retirement planning.
Background and Education:
Joe is passionate about helping his clients and their families prepare for not only the positive aspects of life, but also the unexpected. As a young man Joe had a front row seat to how bad advice can truly affect a family. The impact that poor financial advice had on his mother and father was the motivating factor for Joe to become a financial planner. Joe is constantly evolving as an advisor and holds the Chartered Retirement Planning Counselor™ designation, which is the nations premier retirement planning credential and requires Joe to be held to the highest ethical and education standards.
Joe has been a licensed financial professional since 2003 and joined Halliday Financial in 2012. Over the course of his career Joe has been supporting union members with comprehensive financial planning and investment advice. His team also services the International Brotherhood of Teamsters Local 804 union, which represents the UPS drivers and warehouse employees.
Joe believes that a well-educated union member will make smart decisions with their finances. He is often called upon to be a speaker and has presented and spoken to thousands of members, educating them on everything from basic financial planning and budgeting to multi-generation wealth planning.
Joe is a member of the Association of Financial Educators, AFE. Through AFE Joe hosts seminars and financial workshops for different local businesses, helping promote financial literacy to all the employees of the businesses.
Background and Education:
Maggie joined Halliday in May of 2017 as an Office Manager. Since then her role has expanded to executive assistant to Jim Werner and Joe Tedeschi; she also provides support for both advisors and clients. In addition, Maggie has compliance and administrative responsibilities to help Jim and Joe run the business from the inside, while they are outside.
Prior to joining Halliday Maggie worked in various operational and trading capacities at Morgan Stanley Dean Witter, Ardsley Partners, and Gabelli & Company. Maggie is the proud mother of three, and has volunteered with the Glenwood Landing School Board, NorthShore Middle School Board, and North Shore Soccer Board as Registrar.