Andy’s curiosity about investments and financial planning was sparked as he watched his grandfather and father operate a successful family business. While studying finance and capital markets at St. John’s University, he decided that the family business was not for him.
An offer from a regional brokerage firm brought Andy and his wife, Stephanie, to Plattsburgh in 2004. After seventeen years of practice as a financial advisor, he is more excited than ever to monitor markets for favorable risk adjusted opportunities for his clients.
As a small business owner, Andy understands how many issues business owners must juggle. He is especially proud anytime he can reduce financial anxiety in the minds of his clients that are fellow business owners.
Hannah became interested in financial planning during her time as a branch manager of a local bank. She saw the anxiety and confusion that surrounds money and found that the pressure could be relieved with careful research, planning, and discussion.
Hannah deeply enjoys working with families and small businesses to craft and implement financial plans that are tailored to their individual needs. Additionally, she has a deep interest in working with families and individuals where a disability is present. Hannah is a Registered Representative of Securities America, an Investment Advisor Representative of Securities America Advisors, a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Special Needs Consultant.
Outside of the office, Hannah is active with United Way of the Adirondacks and Joint Council for Economic Opportunities, Inc. Along with her husband, Bradley, she is raising three quirky kids in Morrisonville.
Julia has always been fascinated by investments and financial planning growing up in Philadelphia where she witnessed the ups and downs of her grandfather’s family business. Now, having a family of her own, she values the importance of preparing for the future.
Julia has a background in arts and culture as an administrator, educator, and practitioner. This experience makes her well-suited for enhancing the client experience. She understands the importance of fostering connections, building relationships with people, and making sure their needs are met.
Outside of the office, Julia is co-founder of Outside Art: Plattsburgh Public Art Project, a musician, part-time instructor at SUNY Plattsburgh, and mother to four creative children.