Birch Hill Wealth Advisors

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Team photo for Birch Hill Wealth Advisors
Team photo for Birch Hill Wealth Advisors

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Advisors

Kerry Phelan

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kerry Phelan's website

Matthew Meddaugh

Financial Advisor

Visit Matthew Meddaugh's website

Tyler Bates

CFP®, APMA®

Associate Financial Advisor

Visit Tyler Bates's website


Team

Celeste Oxendine

Celeste Oxendine

Operations Manager,

Client Concierge

Personal Intro

Celeste Oxendine, Client Service Manager, brings her signature kindness, patience, and authenticity to every interaction at Birch Hill Wealth Advisors. The Hudson Valley native, who graduated from Saugerties High School and started at Ameriprise in 2006. Celeste enjoys attending events, going out to dinner with friends, and reading. And, most importantly - she treasures time relaxing at home with her husband and son.

Roles & Responsibilities

  • Celeste helps prepare portfolio documents and financial plans, responds to inquiries and needs, manages marketing-related activities, and nurtures the strong, trusted relationships with clients
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Sharon DeMatteo

Sharon DeMatteo

Client Concierge

Personal Intro

A graduate of SUNY New Paltz, Sharon holds a bachelor’s degree in Elementary Education B-6 and a master’s degree in Literacy Education B-6. Although she started working at Ameriprise in February 2022, Sharon continues to make time for teaching as an adjunct professor at Dutchess Community College. During her free time, Sharon enjoys being with family at home, where she loves raising chickens, gardening, and baking.

Roles & Responsibilities

  • Sharon is responsible for assisting our advisors with daily business operations - including scheduling, document preparation, and creating client follow-up executive summaries.
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Suzanne Eisenlohr

Suzanne Eisenlohr

Client Concierge

Personal Intro

Suzanne "Sue” Eisenlohr, originally from Mount Vernon, New York, moved to Poughkeepsie in 1979 and graduated from Roy C. Ketcham High School in Wappingers Falls. She has extensive experience in financial services, having started with Ameriprise in 2018 and joining the team at Birch Hill Wealth Advisors in 2023.

Roles & Responsibilities

  • Sue’s dependability, work ethic, and interpersonal skills make her extremely effective in her daily responsibilities.
  • setting appointments, fielding calls, opening accounts, supporting transfers, handling mail, checking in with clients, and more.
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