Our team values collaboration, empathy and education. That is why we’ve built a group of knowledgeable professionals who are dedicated to helping clients identify, work toward and pursue their financial goals.
We want you to feel good about who you partner with during the planning process. That’s why we put an emphasis on our commitment to excellence and ongoing education. Our team holds several important industry credentials including:
As president of Prism Financial, Michael DeLorey brings over 40 years of industry experience to our firm. Along with Adam and Tom, Michael focuses on providing objective and cost-effective guidance that helps meet his clients’...
With over a decade of experience, Adam Kaufer, CFP® serves as the vice president and a financial advisor at Prism Financial. His focus is on identifying opportunities for firm growth while nurturing his relationships with current...
Thomas Miksis is an associate at Prism Financial who offers clients sound tax, estate and retirement planning services. With over 52 years of experience in the finance industry, Tom brings an immense amount of experience to our...
Our founder, Michael DeLorey and firm partner Adam Kaufer are proud Navy and Army veterans, respectively. In the work they do at Prism, they each strive to follow the values they learned serving our country when working with clients one-on-one.
Strong leadership, service to others and dedication to everything we do - that’s what you can expect from us.