Fieldstone Private Wealth

Advisors

Mark E Woodward

Mark E Woodward

CFP®, CLTC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark E Woodward's website
Normand R Fluet Jr

Normand R Fluet Jr

CRPC®, CLTC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Normand R Fluet Jr's website
Holden Borrelli

Holden Borrelli

APMA®

Financial Advisor

Visit Holden Borrelli's website

Team

Katie Neff

Katie Neff

Operations Manager

Qualifications

  • Bachelor of Science, Organizational Management, Keuka College.

Roles & Responsibilities

  • Katie manages the behind the scene items that help to make our practice function daily.
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Lee Mulcahy

Lee Mulcahy

Client Service Specialist,

Paraplanner

Qualifications

  • Bachelor of Arts, St. Lawrence University
  • Series 7, Series 31, Series 66

Roles & Responsibilities

  • Our financial planning specialist who works closely with all planning clients.
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Mindy Kilby

Mindy Kilby

Client Service Coordinator,

Paraplanner

Personal Intro

Mindy has been with our practice for over 13 years.

Qualifications

  • Bachelors of Science Business Administration, State University of New York at Buffalo, 2007
  • Series 7, Series 63

Roles & Responsibilities

  • Mindy manages all client forms and paperwork.
  • Mindy can help you register for the secure site and view items online.
  • Helps to plan client events throughout the year.
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Sandra Mullen

Sandra Mullen

Administrative Assistant

Personal Intro

Sandra schedules appointments for Financial Advisors at the Batavia Office. Call her to set up or a change an appointment.

Roles & Responsibilities

  • Sandy manages scheduling for Scott & Mark. She is the main face that you see when you visit our Batavia office!
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Karie Woodward

Karie Woodward

Office Manager

Roles & Responsibilities

  • Karie coordinates the scheduling for Normand. She manages the Brockport office.
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Connor Mulhern

Connor Mulhern

Client Service Specialist