Our Team
Clinton Kane
IAR, Founder
Clint began his career in Financial Planning in 2005 while studying business at SUNY IT (what is now SUNY POLY). He worked his way up in the industry to become a licensed Financial Planner, Portfolio Manager, and eventually a Retirement Plan Advisor.
Kane Financial was established in 2017 as a Registered Investment Advisor (RIA) with the state of New York and in 2021 became registered with the Securities and Exchange Commission. As an RIA, Kane Financial is Fee Only, and held to a Fiduciary Standard of care to always put the client’s best interest first.
Clint is passionate about working with clients to help them plan and navigate their retirement.
Outside of his career, Clint resides in his hometown of Waterville, New York with his wife Amanda, and their dogs Griffin, Ellie, & Maeve.
Renée Jarosz
Chief Operating Officer
Renee joined Kane Financial in 2021, bringing with her more than 14 years of experience in the financial planning industry. As Chief Operating Officer, she oversees account openings and facilitates client transfers, ensuring each process is handled with precision and care.
Known for her enthusiasm and dedication, Renee takes pride in creating lasting impressions through exceptional service. Her commitment to operational excellence and client satisfaction makes her an integral part of the firm’s leadership team.
A 2007 graduate of Syracuse University at Utica College, Renee also holds the Paraplanner Qualified Professional (FPQP®) designation.
Renee resides in Frankfort with her husband, Chris, and their three children — Nolan, Sadie, and Nashton. Outside of the office, Renee enjoys spending time with her family, attending her children’s sporting events, and cheering them on from the sidelines.
Kristi Kosmoski
Operations Specialist
Kristi has spent her entire career working in the Waterville area and was excited to join Kane Financial in April 2024. With a strong background in client service and office coordination, she takes pride in helping clients with meeting scheduling, profile updates, billing, and compliance.
Kristi’s friendly nature and dedication to organization help keep things running smoothly behind the scenes, allowing clients to feel supported and confident every step of the way.
A graduate of Waterville Central School, Kristi’s roots in the community run deep—she grew up in nearby Oriskany Falls and has always called this area home.
Outside of the office, she enjoys life in Waterville with her husband, Corey. Kristi is the proud mom of two grown children, Allison and Nick, and loves spending time with her granddaughters, Aria and Rylie.
Danielle Hartman
IAR, Investment Analyst
Danielle joined Kane Financial in the summer of 2025 as an Investment Advisor Representative and Investment Analyst, after earning her Series 65 certification. She works to manage portfolios, conduct investment research, and ensure each client’s investment strategy aligns with their unique goals.
Before entering the financial industry, Danielle built an accomplished career leading growth and digital strategy in the retail and consumer packaged goods sectors. She held senior roles with global brands including Armani, Vineyard Vines, and Edgewell Personal Care, and most recently served as Managing Director of Marketing & Ecommerce at SHEN Beauty.
A graduate of St. John Fisher University, Danielle lives in Pittsford, NY with her husband, Matt, and their two children, Joseph and Sammi. She serves as President of her local investment club and enjoys reading, traveling, and spending time outdoors with her family.