After attending the University of Texas at Austin, Tammie Tirres was provided the opportunity to work for a private real estate investment company.  During this time, she discovered that helping people reach their financial goals and become fully prepared for the future in order to enjoy their retirement without worry is what motivates Tammie and provides her purpose in her career.

Tammie appreciates that there are always opportunities for growth, development and knowledge.  She has a passion for learning and thrives in discovering innovative methods and finding solutions to problems.  Constantly learning how to better serve her clients is what keeps Tammie on her toes, which she truly enjoys.

Tammie leads with compassion and respect, two attributes that contribute to her admirable client relationships.  She genuinely wants to support her clients in reaching their goals.

Licenses & Certifications

Life and Health Insurance License

Securities License – Series 65

In 2008, Brooklynn Chandler Willy found her purpose and her passion in helping individuals and families plan for their future and reach their financial goals. She wanted to ensure that they could live their best lives, free from nagging financial concerns and hardships, with her help and guidance.

Brooklynn was led to this role by her own personal experience. She and her sisters lost their father and although he was a life insurance salesman, he did not have life insurance coverage, putting the family in a financial predicament. After following in her father’s footsteps in insurance sales, Brooklynn realized that she could do more than ensure families had the appropriate life insurance coverage. She saw the power in having a total and complete financial plan, guiding individuals and families forward with intentional preparation and risk management.

In launching her own firm, Texas Financial Advisory, and offering these services to her clients, Brooklynn is deeply aware of the depth of responsibility she has and she takes it to heart. It’s a job that comes with much trust and one that she always takes very seriously. Her calling to help others avoid financial dilemmas similar to the one she and her family experienced is what guides everything she and her team does.

Mr. Gotses is an honor graduate of San Diego State University with a B. S. in Finance with an emphasis in Financial Planning, with minors in Economics and Accounting; he was recognized as a member of several honor societies, including Beta Alpha Psi. Mr. Gotses obtained numerous securities and insurance licenses and designations including the Series 7, 63, 65, Life, Health and Disability, Long Term Care, Buy/Sell agreements insurance and Key Man Insurance certification.

Tom has been providing insurance and financial services in the Central New York area since 2006.  As a lifelong New Yorker, Tom graduated with his bachelor's degree from Syracuse University, made his home in Central New York, and raised his family here.

Tom defines success as the ability to connect with each client at their own level, to help them understand complicated financial concepts, and to create and implement individualized financial plans for them.

Jason M. Kurz is a Senior Financial Advisor and Executive Vice President at American Investment Planners. With 18 years of experience as an Investment Adviser Representative, Jason has been providing financial planning and wealth management services to high-net-worth individuals, nonprofits and small to mid-sized businesses.

Throughout his career, Jason has cultivated his experience in asset management, an integral component of comprehensive financial planning. He collaborates closely with clients to create diversified investment portfolios that align with their risk tolerance and investment goals, with the goal of preserving their assets and generating income. Jason takes pride in his personalized approach, tailoring financial plans to meet each client’s unique needs.

In addition to personal and corporate wealth management, Jason focuses on designing and implementing corporate retirement plans. He guides employers to help ensure compliance with the latest ERISA rules and regulations with the goal of empowering employers and employees with the knowledge to make informed investment decisions. Jason also collaborates with independent attorneys and CPAs to develop and implement customized estate plans, to help provide a seamless approach to retirement and estate planning.

Before joining American Investment Planners, Jason began his investment advisory career at Smith Barney/Citicorp Investment Services in Mineola, NY. He later joined Dreyfus, a BNY Mellon Company in Uniondale, NY. In 2007, he became a Registered Investment Advisor Representative at Signature Securities Group, where he and his team managed over $1.1B in assets for over 16 years.

Jason cherishes moments spent with his wife Jennifer and three children. Additionally, he has served as a volunteer firefighter for 14 years.

To speak to Jason Kurz about your financial goals, email him at Jason@americaninvestmentplanners.com or call him at 516-932-5130.

Michael Septimo’s emphasis on obtaining a comprehensive understanding of clients' financial situations before providing solutions reflects his dedication to their long-term success. A favorite quote of his, 'Failing to plan is planning to fail,' underscores his belief in proactive and strategic financial planning.

As a Certified Financial Fiduciary®, Michael is steadfast in his commitment to prioritize his clients' best interests above all else. This ethical standard drives his mission to simplify his clients' financial lives and establish himself as a trusted and lasting advisor. With tailored strategies spanning retirement planning, investments, wealth preservation, and legacy planning, Michael empowers individuals to navigate their financial futures with confidence and clarity.

Michael is a father of two beautiful children and a husband to his beautiful wife. He graduated from the Santa Rosa Junior College and Sonoma State University with his major in Communication studies. He prides in being a product of Sonoma County.

Since 2013, Priscilla has helped her clients get the most out of their retirement. She has served hundreds of individuals and families; guiding them through their Medicare options, ensuring their income and assets are protected from changes in the economy, and protecting their families from unforeseen final expenses.

Priscilla is partnered with many carriers to provide a full range of coverage options for her clients including Medicare Supplements, Part C Advantage, and Prescription Drug Plans; Life Insurance; and Annuities as part of
their Retirement Planning.

Priscilla is deeply rooted in Central Florida. After moving to Orlando, she established herself in the Retail and Manufacturing industries, owned and operated a well-known business in Central Florida for 20 years, and started two adult vocations schools for 12 years.

Family is very important to Priscilla, and she loves to spend time with them as often as she can. Priscilla is also involved in her community and participates in fundraisers to help those in need. She also enjoys leather journal crafting and is passionate about providing support to her clients and getting to know new individuals and families in order to assist
them with their needs.

Edwin Milner is a Senior Investment Advisor and Executive Vice President at American Investment Planners (AIP).

With a rich professional background, Ed spent 16 years as a Group Director and Vice President at Signature

Securities Group, a division of Signature Bank, where he played a pivotal role in overseeing $1.1B in assets under

management. He is a licensed Securities Principal and a Registered Investment Advisor with an impressive track

record of more than 26 years, offering comprehensive financial planning and wealth management services to highnet-

worth individuals, businesses and foundations.

Throughout his career, Ed has honed his asset management expertise, strongly emphasizing portfolio design,

construction and implementation. A key aspect of his process involves analyzing current market trends to provide

guidance to clients navigating volatile markets. Ed works closely with clients and their trusted professionals, such

as CPAs and attorneys, to thoroughly assess risks and develop effective tax and estate planning strategies. By

gaining a holistic view of a client's financial landscape, he comprehensively understands their financial goals and

life objectives.

Ed recognizes the significance of maintaining an unbiased approach to evaluating managers, products and

platforms in an industry where independence is often undervalued. His primary focus is on helping clients

alleviate the stress associated with financial management while providing transparent information about risks,

fees and expectations.

During his spare time, Ed enjoys kayaking with his three children in upstate NY. He is also an avid builder and

woodworker, often crafting his own cabinetry and furniture. Believing that life is a balance between work and

family, Ed and his wife never miss their weekly date night, and weekends are known for elaborate dinners he enjoys

cooking with the kids. Ed also enjoys working with several local charities to support his community through

volunteering and donations.