Kerry French, LUCTF, CLTC
360 Financial's owner and manager, Kerry is an Investment Advisor Representative with and holds
the series 6, 26 and 63 securities registrations with LPL Financial. He also holds NYS Life & Health
Agent and Broker licenses and NYS LTC partnership certification. Kerry has earned the LUTCF
and CLTC professional designations and has qualified to sit for the CFP® Exam.
Kerry has previously acted as adjunct professor for Medaille Colleges CFP® Insurance
course and is a past President of the Rochester Association of Insurance and Financial Advisors.
A veteran of the U.S. Air Force, Kerry spent several years in Law Enforcement until he decided to pursue a career in the financial services industry in early 2000. Kerry is a graduate of Binghamton University and Honolulu Community College.
To email Kerry, click here.
Thomas Crawford, CPA, CFP®
Tom Crawford began his association with 360 Financial in 2010. He maintains a separate tax and accounting
practice, Thomas Crawford CPA, P.C. and USA TAX* where he and his staff provide individual and
business clients with comprehensive tax, business and estate planning advice. Tom is an Investment
Advisor Representative and holds the series 6 and 63 securities registration with LPL Financial.
He also holds New York State Life & Health agent licenses. He is a licensed Certified Public
Accountant and a Certified Financial Planner® practitioner.
Tom has previously taught accounting and finance courses at both Finger Lakes Community College
and Paul Smith's College as an adjunct instructor. He is a graduate of St. John Fisher College.
* Thomas Crawford CPA, P.C. and USA TAX are not affiliated with, nor endorsed by, 360 Financial or LPL Financial.
Theodore Rauber
After a successful career with a local film company, Ted joined his wife Linda’s insurance practice,
Spencerport Insurance* where he provided their clients with financial services. In 2009,
360 Financial expanded into Spencerport, and is adjacent to Spencerport Insurance*.
Ted assists clients at that location as a LPL Registered Sales Assistant. Ted holds the series 6,
series 63 securities registrations through LPL Financial, as well as NYS Life & Health
Agent and Broker licenses, NYS LTC partnership certification, and his Property and Casualty Insurance
Licenses.
Ted serves as the Spencerport Deputy Mayor and volunteers with numerous local non-profit and charities
within the Greater Rochester area.
*
Spencerport Insurance is not affiliated with, nor endorsed by, 360 Financial or LPL Financial.
To email Ted, click here.
Jeffrey Raines
Jeff started his career in banking and insurance. Upon joining 360 Financial in early 2009, Jeff
has focused on assisting many young families plan for funding their child's education with 529
savings plans and navigating the complex world of financial aid. He is a graduate of the State
University of New York at Brockport with a B.S. in finance. He holds the series 6, series 63 securities
registrations through LPL Financial, and NYS Life & Health Agent licenses.
In his spare time, Jeff coaches and runs a youth wrestling program and is completing the requirements
of the CFP® program through the American College in Bryn Mawr, PA.
To email Jeffrey, click here.
Dwight Case
A former Brokerage Director for a large insurance company, Dwight brings 15 years of experience in the financial services industry to 360 Financial. As Brokerage Director, Dwight worked with advisors from various firms creating insurance solutions for not only their individual client needs, but for their business clients as well. He holds NYS Life and Health Agent and Brokers licenses and NYS Long Term Care Partnership certification, series 6 and 63 registrations with LPL Financial.
Dwight is a father of two, a longtime Brockport resident and involved in many community endeavors.
To email Dwight, click here.
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