Canty Financial Management Leadership Team

Maureen Walsh and Bill Canty

Bill Canty, CPA, CFP® – President & Founder

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Bill is licensed as a Certified Public Accountant with New York State and the State of Florida.  He is a Certified Financial Planner™ practitioner, and graduated with a BBA from Niagara University in 1985. Bill started Canty Financial Management in 1986 and obtained his CPA experience working for the New York State Department of Taxation, New York State Comptroller, and New York State Education Department.  Bill is Past-Chairman of the Board of Directors for the Saratoga County Chamber of Commerce, and Past-President of the Ballston Spa Rotary.

Maureen Walsh, EA - Vice President

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Maureen is licensed as an Enrolled Agent by the Internal Revenue Service.  She has over 25 years experience in preparing tax returns and servicing client investment accounts. Maureen earned her bachelors degree at the University of Massachusetts at Amherst. She is a Registered Investment Advisor Representative and has been working for Canty Financial Management for nine years.

Kathleen Flynn, EA – Tax Advisor

Kathy is licensed as an Enrolled Agent by the Internal Revenue Service.  She has been a tax preparer with CFM for eleven years. Kathy graduated with a BBA in Accounting from St. Bonaventure University.

Tina Alteri, CPA – Tax Advisor

Tina is licensed as a Certified Public Accountant with New York State. She has been a tax preparer with CFM for ten years. Tina graduated with a BBA in Accounting from St. Bonaventure University.

Nancy Jess, MBA – Tax Advisor

Nancy has been a tax advisor with Canty Financial for four years. Nancy earned her bachelors degree at East Stroudsburg University, and her Masters degree in Business Administration at the College of St Rose.

Note on the use of CFP® Certification marks: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.