Fieldstone Private Wealth

Our Practice strives to be committed to integrity, quality, and service. We believe clients will experience changes throughout their lives. Our team looks to relate our experiences to help guide you and your family through these transitions in your journey.

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Team photo for Fieldstone Private Wealth
Team photo for Fieldstone Private Wealth

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Advisors

Advisor photo for Mark E Woodward

Mark E Woodward

CFP®, CLTC®, APMA

Private Wealth Advisor

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

Normand R Fluet Jr

CRPC, CLTC®, APMA

Financial Advisor

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

Holden Borrelli

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Holden Borrelli's website
Advisor photo for Mindy Kilby

Mindy Kilby

CRPC, APMA

Associate Financial Advisor

Marketing Manager
Visit Mindy Kilby's website


Team

Katie Neff

Katie Neff

Operations Manager

Personal Intro

Katiehas been part of the team since 2014. Previously she was in the banking industry for 15 years.

Qualifications

  • Bachelor of Science in Organizational Management from Keuka College.

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Lee Mulcahy

Lee Mulcahy

Paraplanner

Personal Intro

Lee has been working in the industry for 21 years and joined the practice in 2014.

Qualifications

  • Bachelor of Arts from St. Lawrence University

  • Series 7, Series 31, Series 66, and Life, Health, & Accident

Roles & Responsibilities

  • Assists the financial advisors with all aspects of client service. Works closely with all our financial planning clients. Is available to assist with transactions and client questions as they arise.
  • Works mainly out of the Brockport office
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Laura Acciaio, CRPC®, MSM

Laura Acciaio, CRPC®, MSM

Practice Manager,

Marketing Manager

Personal Intro

Laura has been with Ameriprise for 31 years and joined our practice in 2022.

Qualifications

  • Series 7, Series 66, and Life, Health, & Accident

  • Bachelor of Science in Business Administration from Nazareth College

    Master of Science in Business Management from Nazareth College

Roles & Responsibilities

  • Manages the Client Service team
  • Handles all new client onboarding, estate settlements and all areas of client service
  • Coordinates all areas of social media and assists in event coordination
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Karie Credi

Karie Credi

Client Service Specialist

Personal Intro

Karie has been with our practice for 5 years.

Qualifications

  • Bachelor of Arts from Butler University

  • Notary Public

Roles & Responsibilities

  • Manages incoming calls, schedules appointments, and handles the daily office operations
  • Assists the Marketing team
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Renee Delaney

Renee Delaney

Client Concierge