Meet Our Team
Treadstone Wealth Advisors consists of veteran brokers and staff who have been in the business for more than 20 years. Each team member is a valued part of the company.
Who We Are
Rose Claudia
Financial Advisor
Rose has been a financial advisor for more than 20 years. With clients not only in Broome County but also across the country, Rose takes the time to get to know her clients on a personal level to fully understand what their financial and life goals are.
Rose was previously with Edward Jones Investments as a veteran financial advisor. With Edward Jones, Rose served on the leadership team and also the mentorship program, where she trained new advisors. She also earned the prestigious achievement of becoming a limited partner of the company.
Rose's philosophy as an advisor is to get to know the client's life situation and financial goals in order to implement a long-term financial plan and relationship. Her objective is to be a financial partner to clients and serve as a professional resource to help solve any financial situation that may arise in their life. Financial planning and investing are not only strategic but emotional, and Rose’s compassion and understanding of that are what she believes set her apart.
Larry Claudia
Financial Advisor / Consultant
Larry has been a financial advisor for more than 20 years.
Coming from a successful real estate and construction background, Larry then served with Edward Jones Investments for 20 years. As an Edward Jones veteran broker, Larry was also asked to serve on the recruitment team and assessed new advisor candidates for the firm. He was also honored with a limited partnership at Edward Jones.
Larry’s approach as a consultant is to help the team develop close relationships with each client and comprehensive plans to pursue their financial goals.
Danielle Claudia
Senior Client Relationship Manager
Danielle has worked with Rose and Larry as their business office manager for more than 12 years. She has been an integral part of the team, supporting our advisors as they manage clients’ accounts, providing excellent client service, and helping build their large client base.
Danielle enjoys building relationships with clients and taking the time to address all the clients’ service needs. Her attention to detail, exceptional organization skills, and personable approach have been intricate to building the business.
Danielle also oversees marketing, business development, and is currently studying to become a junior advisor with the firm.
Charlye Iversen
Client Relationship Manager Vestal
Charlye joined our team in the summer of 2022 and has been an exceptional addition to the business.
A native of Binghamton, NY, Charlye works mainly in our Vestal office.
With a background of 12 years in the client service industry, her experience, demeanor, and skills have made her transition to our team flawless.
Charlye has exceptional administrative, communication, and organizational skills and enjoys building relationships with each client and managing any needs they may have. Her dedication to her work, efficiency, and loyalty has made her transition to the Treadstone family easy. We hope to have her continue to grow with our business and our clients for many years to come.
Cierra Pope
Client Relationship Manager Cortland
Cierra joined our team in November 2022.
A native of Binghamton, Cierra calls Cortland home.
With impeccable attention to detail, outstanding customer relations, and a calm demeanor, Cierra has been the missing piece of the Treadstone Wealth team.
Cierra has 10 years in human services and brings with her professionalism, understanding, immense hard work, and a warm personality.
Cierra is excited to grow with Treadstone Wealth and build long-term relationships with all our clients. We are overjoyed to call her one of the family!