Broker Check

Our Team

and

 

  Michael V. Deer, CFP®, AIF®
 
CERTIFIED FINANCIAL PLANNER™ Practitioner
  Investment Advisor Representative

 

 


Mike grew up in Pittsburgh, PA and moved to NY prior to college. He is a graduate of the John Wiley Jones School of Business at SUNY Geneseo and entered into the industry immediately upon graduation.

Mike is a 4th generation in financial services and began his career as a Financial Planner in May of 2000 in Buffalo, NY.  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 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 help 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 with the highest level of fiduciary standard - always doing what is best for the client. 

Mike, Tracy, and their two boys (Nick & Alex) are active members of Midvale Country Club and the Rochester Junior Americans Youth Hockey.  Mike also loves to trout fish the tributaries of Upstate NY in the fall and winter in addition to running the family's outdoor ice rink.

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 views financial planning as a true partnership, combining two decades of industry experience with a client-focused approach to develop, implement, maintain, and adjust a tailored financial plan to meet individual needs. Her clients appreciate the attention she provides—taking the time to listen and build a personal relationship—in a field where that attention is too often lacking.  Her clients include individuals and families at all stages of financial planning with goals as varied as they are. Julie’s practice, and her days, are focused on client connections, staying up-to-date and ahead of the changes and trends that can impact her clients, and developing sophisticated and creative plans for her clients.

Education, Qualifications, and Professional Experience

After graduating from Cornell University in 2002, Julie joined the highly selective GE Capital Financial Management Program, which provided a high-level education program with work in a variety of corporate finance disciplines throughout the East Coast.  After successfully completing GE’s Financial Management Program in 2004, Julie began her commitment to individual financial planning and services with Citistreet, which was later acquired by MetLife, giving Julie significant experience with all kinds of financial and insurance products.  By July 2016, Julie decided that she could best assist her clients by establishing an independent financial services practice, and founded Deer & Yunker Financial Partners, with Michael & Tracy Deer. 

Julie has pursued and passed several designations including becoming a CERTIFIED FINANCIAL PLANNER™ Professional and earning the Chartered Life Underwriter® (CLU), Chartered Financial Consultant® (ChFC), and Accredited Investment Fiduciary® (AIF) designations.   She holds her Series 7, 6, 63 and 65 securities licensing.  Julie is also a Special Care Planner and her practice includes a specialization of helping clients with family members or dependents with special needs.

Outside the Office

Julie and her husband Christian have deep roots in Upstate New York, where they are raising three wonderful (most of the time!) daughters: Riley, Maisie and Delia. They are also the proud parents to Harvey, their mini-golden doodle, as well as several other domestic animals.  They have 9 chickens, two bunnies, Domino and Daisie, and their cat, Mila.  In their free time, Julie’s family loves traveling to see their extended family and explore the world.  They also enjoy socializing with friends.  Julie enjoys exercise, and learning more about her husband’s agriculture business. 

Julie is also 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. 

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
 
CERTIFIED FINANCIAL PLANNER™ Practitioner
  Investment Advisor Representative

 

 


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 and completed her MBA at the Rochester Institute of Technology in 2009.

Tracy started in the industry the summer of 2004 supporting Financial Advisors in a corporate position.  After five years in that supporting role, Tracy completed all her appropriate industry licensing to work hand in hand with Mike helping to run their financial planning practice.  She also completed and the passed the CERTIFIED FINANCIAL PLANNER™ Practitioner exam in 2012.

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 Mike and their two sons Nick & Alex and is an avid indoor cyclist and golfer in addition to being a hockey mom.

Contact Information

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

 

 Erin Singleton - Client Relationship Manager for Mike & Tracy Deer

Erin is Mike & Tracy’s Client Relationship Manager and comes to the team with 10 years of experience in the finance industry and 10+ years prior in the Healthcare/Benefits industry.  She holds her Series 6, 63 & Life, Accident & Health licenses as well as being a Notary Public. Erin is currently attending the University of Phoenix for her bachelor’s degree in Psychology, as well as attending The American College of Financial Services to complete her ChFC designation.

Erin lives in Webster, NY and is a proud mom to daughter, Maddy (16) and son, JJ (13) and a 5-month old Black Lab/Chihuahua mix named Brooke!  When Erin isn’t in the office, you can find her at an area ice rink watching her daughter play hockey, watching True Crime shows, reading, running or spending time with her family and friends.

Contact Information

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

 

   Leslie Mateos - Executive Assistant for Julie Yunker

Leslie is Julie Yunker’s Executive Assistant. Leslie grew up in Elba, NY as part of a strong farming community, learning her exceptional work ethic early in life from her family.  She is about to complete her bachelor’s degree in Sociology from the University at Buffalo.  Leslie began her professional career working in Social Services.  She decided that financial planning was her passion and switched careers beginning with ESL as a relationship banker.  She continued to Tompkins Community Bank.  Leslie is currently Life, Accident, and Health licensed and is working towards her SIE, Series 7, and Series 66 license.  Leslie intends to complete her Certified Financial Planning degree in the near future. 

In her spare time, Leslie is a committed dance teacher at Center Stage Dance Company in Batavia, NY.  She has been dancing since she was two years old and began teaching after she graduated high school.  Leslie lives in Churchville with her sister, two cats (Luna, Ollie), and a puppy (Ebby)!

Contact Information

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