Who We Are
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.
Rose Claudia
Financial Advisor
607-239-6029
Rose has been a financial advisor for more than 25 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
607-543-4881
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 25 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.
Christina Cebula
Client Manager
607-239-6029
Christina@treadstonewealth.com
Christina Cebula is a dedicated professional with a Bachelor's degree in Business Administration from The School of Management at Binghamton University. She has over 6 years of experience in client services and 2 years in the financial industry. Christina has spent the last year working with Rose and Larry building relationship with our clients. Known for her attention to detail, Christina exerts her talents as our Client Relationship Manager at Treadstone Wealth Advisors.