Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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Lee has been working in the industry since 2002 and joined the practice in 2014.
Bachelor of Arts from St. Lawrence University
Series 7, Series 31, Series 66, and Life, Health, & Accident
Laura has been with Ameriprise since 1992 and joined our practice in 2022.
Series 7, Series 66, and Life, Health, & Accident
Bachelor of Science in Business Administration from Nazareth College
Karie has been with our practice since 2018.
Bachelor of Arts from Butler University
Notary Public
Michelle joined our practice in 2025.
Jordyn has been in the industry since 2022 and joined Fieldstone Private Wealth in 2026.
Brandon joined our team in 2025.
Katie has been part of the team since 2014. Previously she was in the banking industry for 15 years.
Bachelor of Science in Organizational Management from Keuka College.
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