Precision Financial Services

David Vollmer is a CFA® charterholder with 22 years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2006 and 2008 respectively, and previously spent one year at Leigh Baldwin & Co., LLC. Outside of his advisory work, he owns a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.

David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Steven Hardardt is a financial advisor with Precision Financial Services who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers and private funds.

Miguel Dajer Rodriguez is a CFP® professional with one year of industry experience, currently serving at Precision Financial Services. His prior experience includes roles at KPMG LLP and operating his own bookkeeping business, Apex Bookkeeping LLC, which he continues to own and manage. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and may allocate to independent managers and private investment funds after due diligence.

Bruce Jones is a financial advisor at Precision Financial Services with 52 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His career includes roles at Leigh Baldwin & Co., LLC and PFS Partners, LLC, and he is a majority owner of Jones & Hockenjos Inc., a non-investment business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, while maintaining a cautious stance on discretionary cryptocurrency investments.

Guillermo Aguilar Hernandez is a CFA® charterholder with 10 years of industry experience. He is currently with Precision Financial Services and PFS Partners, LLC, having previously worked at J.P. Morgan Securities LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.

Matthew Lafevre is a Certified Financial Planner® with ten years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2015, and previously worked at Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and options strategies, and it may recommend private investment funds following due diligence.

Michael Babyak Jr, Ii is a financial advisor with Precision Financial Services, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been associated with Precision Financial Services since 1992 and also worked at Leigh Baldwin & Co., LLC. Outside of his advisory role, he is involved in real estate development through Northfield Development, where he provides financial guidance. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and private investment funds, with an emphasis on integrating brokerage, custody, and reporting services.

Marc Abramson is a financial advisor with Precision Financial Services, holding a Series 66 designation and 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2013. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to unaffiliated independent managers and private funds after due diligence.

Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.