facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

They Don’t Teach This in Schools

Serving Teachers in Westchester County

Transform Your Finances

Teachers work tirelessly to nurture the minds of the
next generation and prepare them for the future. 

But when it comes to their own futures, most teachers are left without the financial guidance they need to prepare for what’s ahead. We’re here to change that.

Increase Your Financial Literacy 

Make the Most of Your Benefits. Plan for Your Goals. Find Clarity.

What Area Do You Need Guidance With?

OneLearn About Your 403(b)

Learn More

TwoUnderstand Your Pension

Learn More

ThreeRoll over Old Retirement Plans

Learn More

FourGet Retirement Ready

Learn More

Meet Your Team

Dylan Roche, CFP® Photo Dylan Roche, CFP® Hover Photo

Dylan Roche, CFP®

Read Bio

Dylan Roche

Dylan Roche, CFP®

Email: dylan.roche@voyafa.com

Phone: 914-347-5830 ext 109

I’ve always focused on forging personal relationships and understanding an individual’s situation before looking into their investment needs. Understanding how and why someone behaves a certain way is much more important, in my mind, than simply giving advice. Through open conversation and mutual respect, we can truly get to the heart of any problem and come up with a solution together.

I hold a Bachelor of Science in Finance as well as a Bachelor of Arts in Spanish from the University of Rhode Island. In addition, I have earned my CERTIFIED FINANCIAL PLANNER™ professional certification.

Oliver Davis, CFS Photo Oliver Davis, CFS Hover Photo

Oliver Davis, CFS

Read Bio

Oliver Davis

Oliver Davis, CFS

Email: oliver.davis@voyafa.com

Phone: 914-347-5830 Ext 109

I began my financial services career as a junior analyst at a multi-billion-dollar mortgage hedge fund.  I then moved to a highly specialized private wealth management team, managing nearly a quarter of a billion dollars for a wealthy family before joining Voya Financial Advisors.

I am a teacher at heart — and my goal is to help you navigate topics like your pension, social security, college savings, estate planning and life insurance needs, as well as how to maximize your retirement savings through 403(b)s, IRAs and managed accounts. I’m dedicated to helping educate you and plan your financial life, both before and after retirement. 

Please don’t hesitate to reach out if you have any questions. I’m more than happy to help!

Our Services

Maximize Your Investments | Plan for Your Goals | Navigate Life Events

Our Hands-On Approach to Wealth Management

If you are seeking a more personalized service, our wealth management investing is for you. Having a managed account offers both flexibility and a more active investment style, but it doesn’t offer the same tax benefits that a qualified plan would. This is why we typically work with those who have excess capital, and have maximized their contributions to qualified plans, maximizing their investment returns.

How Are You Optimizing Your Contributions?

Our wealth management service is focused on helping you make the most of the opportunities in your financial picture. For a second opinion or to see if we’re a good fit to partner together, we encourage you to reach out.

Contact Us

For Small Business Owners

One of the concepts that you may struggle with is the complex regulatory and tax environment* that revolves around retirement savings.

The SEP IRA, SIMPLE IRA/401(k), Solo 401(k) and Defined Benefit Plan are all options that might fit your small business based on the number of employees and their consistency, compensation, legal structure of the business and much more.

How Can You Improve Your Business?

If this sounds like you, we can help you by educating you on your options. You’ll be able to gain confidence in your business’s finances.

Contact Us to Learn More

Financial Planning For Life Events

Sometimes significant life events can take us by surprise and affect every aspect of our daily lives, including our finances. We can help you navigate these big events and offer financial planning around:

  • Buying a New Home
  • Marriage
  • Having Children
  • Investment Properties
  • Divorce
  • Inheritance Planning
  • And much more!

What Are You Currently Experiencing in Your Life?

Don’t let your finances stress you out during big life changes and decisions—start a conversation with us to proactively take control.

Reach Out to Talk

Recent Blog Posts

Loading Posts...


Helping Teachers Find Long-Term Financial Success in Yonkers, New Rochelle and Scarsdale

Let’s Connect

If you’re ready to enhance your financial knowledge and feel empowered in your financial future, we encourage you to get in touch. Schedule a call, contact us directly, or fill out the form below, and we’ll be in touch.

Check the background of this firm/advisor on FINRA’s BrokerCheck.