Gregg Layer

Founder, Senior Partner

Gregg’s primary focus is on financial and retirement planning for families.  He builds a close working relationship with his clients to understand their investment, insurance, and estate planning needs and then partners with them to develop a thorough financial plan.  Once the plan has been implemented, the relationship is fostered by a high level of service to ensure the plan continues to meet the family’s changing needs.  Gregg proactively reaches out to his clients on a consistent basis through meetings, phone calls, and emails so they can be confident that their situation is being closely monitored.  Gregg has significant experience working with both current and former Xerox employees. With his extensive knowledge of the Xerox benefits system, he can help families get on the right track long before they retire and make the transition into retirement virtually seamless from a financial point of view.

Gregg graduated from Clarkson University in 1987 with a degree in Computer Science and received his MBA in Finance from the Simon School at the University of Rochester in 1992.  He founded Marathon Financial in 2004 after four years at McDonald Financial and thirteen years at Xerox.

Steve Miller

Senior Partner

Steve works with individuals and families to develop sound financial plans and investment strategies tailored to their specific circumstances.  He works closely with his clients to ensure a solid understanding of their investment, insurance, and estate planning needs and integrates these with effective tax strategies to develop a long-term financial road map.  Steve closely monitors the investments within his clients’ accounts and engages them on an ongoing basis to address any changes in life situations, goals, or needs.  In addition, he has worked extensively with both current and former Xerox employees and has a thorough understanding of the Xerox pension, 401(k), and benefits systems.

Steve graduated from the University of Buffalo in 1991 with a Bachelor of Science in Electrical Engineering and received his MBA with a concentration in Finance from the Simon School at the University of Rochester in 1997.  He spent seventeen years at Xerox where he held a number of senior management positions before joining Marathon Financial in 2008.

Jean Arrowsmith

Director of Client Services

Jean works closely with Gregg and Steve to ensure clients receive the highest ongoing level of service and is also responsible for managing the office operations and procedures.  She earned her Bachelor's degree in Economics from Skidmore College, her MBA from the Rochester Institute of Technology, and is a registered assistant who also has extensive experience in banking and debt management counseling.

Commonwealth Financial Network

Our partnership with Commonwealth Financial Network® provides access to a team of specialists who assist in our efforts to provide you with the highest level of service.  Each of these professionals brings a breadth of industry experience and you can learn more about their team via the following links:

*Fixed insurance products and services offered through Marathon Financial.

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