Why Archer Investment Management?

Growing up, I experienced the financial stress and anxiety that divorce and unexpected unemployment can bring. My family's financial instability came while I was attending junior high school in a wealthy Indiana suburb, surrounded by kids with gold cards, the latest fashions, and spring break trips to faraway places. This created a strong desire in me for financial security and led me to work very hard in school, taking advantage of every opportunity. Everyone has a different relationship with money.

Some of my clients don't like to think about it and would rather spend their energy pursuing their career. Other clients save aggressively so they have the freedom to retire early. I feel privileged to get to speak confidentially with all types of people and learn about a private topic most people don't often share. It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.

Professional Certifications

I’m Emily Rassam, Senior Financial Planner for Archer Investment Management. In my role, I’m dedicated to helping clients navigate the complexities of their financial lives with clarity and purpose. Money isn't just about numbers; it's deeply personal and emotional.

While I ensure retirement accounts are fully funded and taxes are optimized, my focus extends beyond spreadsheets. I encourage clients to dream boldly and use their resources in ways that align with their deepest aspirations.

Beyond the numbers, I'm here to empower clients to make responsible decisions that honor both their present desires and future goals. Together, we navigate financial decisions with thoughtfulness and intentionality.

With more than 17 years of experience in investment firms across New York and North Carolina, I bring a wealth of expertise to every client interaction. But beyond my professional accolades, I find fulfillment in contributing to my community and empowering others in the realm of financial planning.

Outside of work, you can find me exploring new destinations, experimenting in the kitchen, and enjoying outdoor adventures with my family. I’m deeply committed to organizations like, Tri It for Life, YMCA Emerging Leaders, and WIPN, where I strive to inspire and educate others through speaking engagements and podcasts.

Professional Certifications

ISSUED IN 2022, 2023, 2024

I’m Jess Skolnick, CFA, the Investment Strategist & Portfolio Manager of Archer Investment Management. I began my career trading foreign exchange for institutional clients but found my professional purpose when I started working with financial advisors and their clients in 2013. Since then, I have specialized in economic research, asset allocation, diligence of mutual funds, ETFs and SMAs, and, most recently, managing ESG/Sustainable portfolios.

I love digging into markets to figure out what is going on, what may happen next and how I can use that understanding to build better portfolios that reduce the risk of loss while also growing enough to meet our clients’ goals. In my free time, I enjoy hikes with my dog, running long distances, painting and knitting.

I’m Marti Bott, CERTIFIED FINANCIAL PLANNER^®, who understands how important planning is for long-term happiness and I have invested my career helping others in this pursuit. I’m a skilled associate with success advising middle America and high net worth individuals through holistic financial planning and wealth management. I earned my Bachelor of Science in Marketing and International Business and then went on to complete my Masters in Family Financial Planning at Kansas State University in 2004.

I completed all requirements for the CERTIFIED FINANCIAL PLANNER^®, designation in 2011. I have over 13 years’ experience providing financial services, assisting clients in making informed decisions, planning implementation and tracking progress on an ongoing basis. My focus is on helping people lead meaningful lives, and I care deeply about those I serve.

I’m Tracy Costello, Operations Manager of Archer Investment Management. After spending the last 20 years at a law firm as a family office manager, focusing in the areas of trust and foundation administration, domestic and international entity structures, and tax planning and compliance, I joined the Archer Investment Management team.

Together, we guide clients through the process of evaluating their financial position, setting goals, and implementing plans for financial security. In my free time, you may catch me around town with my camera! www.tracycostello.com

I'm Danielle Marsico, Client Services Associate for Archer Investment Management. I earned my bachelor's degree from Ramapo College of New Jersey and my MBA from Montclair State University. Prior to joining Archer Investment Management, I spent the last 11 years with Morgan Stanley and Merrill Lynch where I applied my extensive operations knowledge to assist clients with their service needs. I am deeply committed to providing quality experiences to clients that are above and beyond their expectations.

In my free time, I enjoy spending time with my family, playing fetch with my amazing dog Douglas, and playing heavy metal on my guitar.

What excites me most about working in finance is being part of life’s big moments—whether it’s helping someone build a secure retirement, guiding a young family toward their first home, or providing peace of mind during a career change. I love knowing I can play a role in helping people reach their dreams.

I was drawn to Archer because of their innovative approach and collaborative team culture. After meeting the team, I instantly knew this was the place for me—one that truly thinks ahead.

When I’m not helping clients, you’ll find me wrangling my six pets—three cats, two dogs, and a crested gecko—or getting creative with pottery.