The Team
Mazzetti, Buscetto and Associates

Our Advisors

David Mazzetti

David Mazzetti

Private Wealth Advisor

More about me...

Contact

david.j.mazzetti@ampf.com

845.454.3021

Designations

CFP®, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science Finance, Empire State University, New Paltz, N.Y.
CA Insurance #0E55405

VISIT MY WEBSITE

Kerry Phelan

Kerry Phelan

Financial Advisor

More about me...

Contact

kerry.m.phelan@ampf.com

845.454.3021

Designations

MBA

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

MBA, Business Management, Alfred University 2004

VISIT MY WEBSITE

Kim Dingee

Kim Dingee

Financial Advisor

More about me...

Contact

kim.m.dingee@ampf.com

845.454.3021

Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies

VISIT MY WEBSITE

Jason Burt

Jason Burt

Financial Advisor

More about me...

Contact

jason.m.burt@ampf.com

845.454.3021

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance

Education

BS in Economics, State University of New York, College at Cortland
CA Insurance #0K10543

VISIT MY WEBSITE

Matthew Meddaugh

Matthew Meddaugh

Financial Advisor

More about me...

Contact

matthew.meddaugh@ampf.com

845.454.3021

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

Bachelor of Business Administration, State Univeristy of New York at New Paltz

VISIT MY WEBSITE

Mark Lombardi

Mark Lombardi

Financial Advisor

Our Staff

Lucy McCann

Lucy McCann

Client Service Manager
John W. Mazzetti

John W. Mazzetti

Marketing Manager
Christine L. Flinn

Christine L. Flinn

Executive Assistant
Chief Operating Officer
Judy Mazzetti

Judy Mazzetti

Administrative Assistant
Nancy Lischinsky

Nancy Lischinsky

Client Service Specialist
Kelly Lappan

Kelly Lappan

Financial Planning Assistant
Client Service Specialist
Jess Bell

Jess Bell

Investment Manager