Broker Check

Our Team

 

  Michael V. Deer, CFP®, AIF®
  
Financial Planner
  Financial Services Executive

 

 

Mike is a Pittsburgh, PA native who moved to New York as a teenager. He is a graduate of the John Wiley Jones School of Business at SUNY Geneseo where he spent the tail end of his senior year working on getting his insurance and securities licenses to start work as a Financial Advisor the Monday after graduation.

Mike is a 4th generation in financial services and began his career as a Financial Planner in May of 2000 in the Buffalo, NY MetLife office.  He moved to Rochester to become an Agency Director and eventually became the Senior Director where he managed the office in addition to servicing his clientele and managing a team of 20+ Advisors.

After 10 years in management, Mike decided to pursue his true passion – spending all of his time providing holistic financial planning and investment advice to his clientele.  Mike began working exclusively with his wife Tracy meeting with clients and growing his clientele through referrals and company sponsored workshops.

Mike has completed the rigorous course of study and passed the CERTIFIED FINANCIAL PLANNER™ Practitioner exam and is a member of the Financial Planning Association.  He also earned the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies.  He is a true student of the industry and is always educating himself on the economy, markets and portfolio design.  Mike also has his Series 7, 24, 6, and 63 securities licensing.

Mike meets with clients face to face to help them determine their financial goals and priorities.  He then works closely with them in creating a plan and reviewing it on an ongoing basis to ensure that they stay on track to accomplish their goals.  He works closely with Tracy and Emily on a day to day basis to ensure all of our clients are serviced at the highest level of satisfaction.

In his spare time, Mike enjoys spending time with his family, especially his two sons Nicholas & Alexander.  Mike is a member at Midvale Country club where he is an avid golfer and enjoys trout fishing in the fall.

Contact Information

400 Meridian Centre, Suite 105
Rochester, NY 14618
(t) – 585-214-8684
(f) – 585-241-5285
(email) –  mdeer@deeryunkerfp.com

 

 

 

 

  Julie L. Yunker, CFP®, CLU®, ChFC®, AIF®
 
Financial Planner
  Special Care Planner
  Financial Services Executive

 

 

 

Julie is originally from the Boston area, but moved to Niskayuna, NY at a young age.  She graduated from Cornell University in 2002.  While at Cornell, she was very active in both Panhellenic activities, and Intramural sports.  In addition, she spent a semester studying abroad in Sydney, Australia.

Post-graduation, Julie joined GE Capital’s Financial Management Program.  She traveled all along the East Coast, studying multiple disciplines of Corporate Finance.  At the completion of that program, in 2004, Julie decided to pursue financial services.  She began working for Citistreet, which was quickly acquired by MetLife, in Central New Jersey. 

In 2008, Julie and her husband, Christian, relocated to Western New York to be close to family.  Over the next several years, Julie pursued and passed several designations including her CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter® designation, Chartered Financial Consultant®, and Accredited Investment Fiduciary®.   She holds her Series 7, 6, 63 and 65 securities licensing.  Julie is also a Special Care Planner.  Her practice includes a specialization of helping clients with family members or dependents with Special Needs. 

Julie had an immediate love for financial planning, and her commitment to this industry has only grown with time.  She is passionate about educating and assisting individuals and families protect for today and plan for their future.  She focuses her practice, and her day, on client interaction, helping to build and solidify relationships that last lifetimes.

Julie is also very avid about volunteerism and community involvement.  From 2008 – 2016, she was a Director for the Tonawanda Valley Federal Credit Union.  She also served as a Director on the National Board for Women in Insurance and Financial Services from 2013-2015. 

Julie and Christian love spending time with their three daughters, Riley, Maisie and Delia.  They are also the proud parents to Harvey, their mini-golden doodle.  They also love traveling to see their extended family and explore the world, socializing with friends, and wine tasting! 

Contact Information

400 Meridian Centre, Suite 105
Rochester, NY 14618
(t) – 585-899-3302
(f) – 585-241-5285
(email) – jyunker@deeryunkerfp.com

 

 

 

  Tracy L. Deer, CFP®, MBA
 
Client Relationship Manager
  CERTIFIED FINANCIAL PLANNER™ Practitioner

 

 

Tracy is a Buffalo, NY native and moved to the Rochester area after completing her undergraduate schooling at the John Wiley Jones School of Business at SUNY Geneseo in 2004.  She began her career as the Marketing Coordinator for the office and while in the marketing position completed her MBA at the Rochester Institute of Technology in 2009.

In early 2010, Tracy decided to get all her appropriate life and securities licensing to work hand in hand with Mike.  She also completed and the passed the CERTIFIED FINANCIAL PLANNER™ Practitioner exam.

Tracy is responsible for all case analysis/research, trading, client implementation meetings, client management and operations of the practice.  She is securities Series 7, 6, and 63 licensed.

In her spare time, Tracy enjoys spending time with her family, reading with her sons Nicholas & Alexander and is a yoga enthusiast.

Contact Information

400 Meridian Centre, Suite 105
Rochester, NY 14618
(t) – 585-214-8677
(f) – 585-241-5285
(email) –  tdeer@deeryunkerfp.com

 

 

Emily C. Burdett - Client Relationship Coordinator for Mike & Tracy Deer

Emily is the Client Relationship Coordinator for Mike and Tracy.  She is a graduate of St. John Fisher College where she got her degree in Business Management with a concentration in Financial Planning.  Her main roles and responsibilities are premier client service and support.  She is securities Series 7 and 66 licensed.

Emily lives in Webster with her husband Josh and they are the proud dog parents to Essie, a black lab.  In her spare time, Emily enjoys spending time with her family, soccer and softball leagues and is an active member of Browncroft Community Church.

Contact Information

400 Meridian Centre, Suite 105
Rochester, NY 14618
(t) – 585-214-8687
(f) – 585-241-5285
(email) –  eburdett@deeryunkerfp.com

 

 

Whitney T. Benton - Personal Assistant to Julie Yunker

Whitney graduated Keuka College with a degree Educational Studies and a concentration in Family and Child Care.  After graduation, Whitney worked as a teaching assistant for Genesee Valley Educational Partnership for four years. 

Whitney is Julie’s direct support.  Her main responsibilities are to support and service Julie’s clients.  Although Whitney didn’t begin her career in financial services, she enjoys her new found interactions with individuals and families on the phone, and in person!

Whitney recently relocated to North Chili from her home town of Elba.  In her spare time, Whitney enjoys spending time with her family and friends, visiting the Finger Lakes, Knitting, and making Sunday Sauce.

Contact Information

400 Meridian Centre, Suite 105
Rochester, NY 14618
(t) – 585-241-5257
(f) – 585-241-5285
(email) – wbenton@deeryunkerfp.com