Our advisors

Sasa Mirkovic

Sasa Mirkovic

CFP®, MBA, BFA

Private Wealth Advisor

Managing Partner of Inspire Confidence Group
Learn more about Sasa Mirkovic
Maria Natarelli

Maria Natarelli

CFP®, CRPC®, BFA

Private Wealth Advisor

Managing Partner of Inspire Confidence Group
Learn more about Maria Natarelli
Brent Makarczyk

Brent Makarczyk

CRPC®, APMA®

Financial Advisor

Managing Partner of Inspire Confidence Group
Learn more about Brent Makarczyk
Derek Shoden

Derek Shoden

CFP®, BFA

Financial Advisor

Associate Franchise Consultant
Learn more about Derek Shoden
Matt Neely

Matt Neely

APMA®

Financial Advisor

Learn more about Matt Neely
William Amesbury

William Amesbury

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William Amesbury
Philip Madonna

Philip Madonna

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Philip Madonna
Alex Davison

Alex Davison

CRPC®, APMA®

Associate Financial Advisor

Learn more about Alex Davison
Ryan Dudzic

Ryan Dudzic

APMA®, CRPC®

Associate Financial Advisor

Learn more about Ryan Dudzic
Robert Wright

Robert Wright

Associate Financial Advisor

Learn more about Robert Wright

Our team

Kayla Wells

Kayla Wells

Operations Director

Qualifications

  • Bachelors of Communications, SUNY Albany

Roles & Responsibilities

  • Assist Advisors with leadership sessions
  • Perform financial reporting functions
  • Make clients feel at home
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Maureen Buckley

Maureen Buckley

Operations Specialist

Qualifications

  • Retired CEO of RiverSource Life Insurance Company of NY
  • Master of Business Administration in Accounting, Siena College
  • Bachelor of Applied Science in Accounting, Siena College
  • Series 7 and 24

Roles & Responsibilities

  • Practice Chief Operations Officer
  • Practice Counselor on Business Development
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Randy Tetreault

Randy Tetreault

Business Development Director

Ashley J. Makarczyk Rokosz

Ashley J. Makarczyk Rokosz

Practice Manager

Qualifications

  • • B.A. in Elementary Education from Kings College 2010
  • • Began her career with the Company in July 2011

Roles & Responsibilities

  • • Making clients feel at home
  • • Visit preparation
  • • Financial planning support
  • • Client communications liaison
  • • Event planning support
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Laura Mirkovic

Laura Mirkovic

Marketing Manager

Qualifications

  • Master in International Law, American University
  • Bachelor of Arts in Communications, Towson University

Roles & Responsibilities

  • Marketing/ Event Manager
  • Public Notary
  • Office Look and Feel
  • Crossfit Mom
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Jennifer Bayliss

Jennifer Bayliss

Client Concierge

Qualifications

  • Masters of Science in Education, Old Dominion University
  • Bachelor of Science in Education, University of Connecticut
  • Series 7 Exam
  • Securities Industry Essentials
  • Chartered Retirement Planning Counselor℠
  • Life, Accident and Health Exam

Roles & Responsibilities

  • Assist advisors in preparing for meetings.
  • Make clients feel at home.
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Deidre Maturo

Deidre Maturo

Executive Assistant,

Client Concierge

Qualifications

  • B.A. in Writing and Communications, Empire State College-Saratoga Springs, NY
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Amy Price

Amy Price

Client Concierge

Qualifications

  • MS in Communication Disorders, Boston University
  • BA in History, Binghamton University
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Olivia Casale

Olivia Casale

Client Concierge

Qualifications

  • BS in Finance, Siena College, Expected Graduation May 2021
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Jaylen Chicaway

Jaylen Chicaway

Client Concierge

Qualifications

  • BS, Business Economics, SUNY Cortland, Spring 2021
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Connor Wiggins

Connor Wiggins

Client Concierge

Qualifications

  • BS in Finance, Siena College, May 2021
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Jenna Farro

Jenna Farro

Intern

Qualifications

  • Siena College Bachelor's of Science in Business with Concentrations in Business Analytics, Market Research Analysis, and Sports Marketing. Expected May 2022.

Roles & Responsibilities

  • Assist the marketing team with social media, website, and marketing activities.
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Oscar Mirkovic

Oscar Mirkovic

Intern

Qualifications

  • Marketing Major, Loyola University Maryland, Expected Graduation May 2021
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