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

Team

Katie Neff

Katie Neff

Office Manager,

Client Service Manager

Qualifications

  • Batchelor of Science, Keuka College, Keuka Park, NY 2015
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Lee Mulcahy Cummings

Lee Mulcahy Cummings

Financial Planning Specialist

Mindy Kilby

Mindy Kilby

Client Service Coordinator,

Marketing Specialist

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, Gilbert & Mark. She is the main face that you see when you visit our Batavia office!
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Karie Woodward

Karie Woodward

Administrative Assistant,

Office Manager

Roles & Responsibilities

  • Karie coordinates the scheduling for Normand. She manages the Brockport office.
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Holden Borrelli

Client Service Specialist,

Financial Planning Assistant

Qualifications

  • Bachelors of Science Business Administration & Finance, State University of New York at Oswego, 2020.
  • Series 7, Series 66
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