Our Team

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 twenty three 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 any time 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 CERTIFIED FINANCIAL PLANNER® Professional and a Chartered Special Needs Consultant.

Outside of the office, Hannah is active with United Way of the Adirondacks and Champlain Area Trails. Along with her husband, Bradley, she is raising three quirky kids in Peru.

Marleny is often the friendly face and voice clients first connect with when they visit or call our office. With over a decade of experience in client relations, she takes pride in making every client feel welcomed, understood, and supported from the very first interaction. She also coordinates scheduling and manages administrative details with care and efficiency to ensure everything runs smoothly.

Outside of work, Marleny enjoys exploring the Adirondacks with her family—discovering new trails, camping spots, and spending quality time together. She also loves reading and embracing the simple moments that bring balance to everyday life. Having grown up on an island with a warm climate all year round, she has come to truly appreciate experiencing all four seasons. Each one offers something unique, but fall is her favorite—she looks forward to it every year and loves watching the vibrant colors transform the world around us.

Kaden is a Plattsburgh native and graduate of Seton Catholic Central High School. His interest in investing and financial planning began with the influence of his late grandfather and grew during his undergraduate studies in finance at SUNY Plattsburgh. His time in Worcester Polytechnic Institute’s MBA, Analytics program further shaped his analytical approach to investing, planning, and problem solving.

Kaden enjoys working with individuals, families, business owners, and retirement plan participants to develop strategies aligned with their goals. He is especially interested in using technology and data to make thoughtful financial guidance more accessible and effective.

In his free time, Kaden enjoys staying active, reading, playing chess, and spending time with his niece and five nephews.

Brady’s passion for financial planning began in high school with an interest in the stock market and investing. Over time, that curiosity grew into a desire to help individuals, families, and businesses pursue their financial goals with confidence.

After graduating from SUNY Plattsburgh with degrees in finance and economics in 2026, he joined the team, where he began building the knowledge and relationships needed to help guide clients through important financial decisions. Raised in Altona, Brady is proud to serve the North Country community.

Outside the office, he enjoys golf, pickleball, tennis, watching sports, and spending time with family and friends.