OUR WHY: Inspire Confidence. Simplify Life. Reduce Stress.


Our advisors

Advisor photo for Sasa Mirkovic

Sasa Mirkovic

MBA, CFP®, BFA, CRPC

Private Wealth Advisor

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

Maria Natarelli

CFP®, BFA, CRPC

Private Wealth Advisor

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

Brent Makarczyk

CRPC, APMA, CFP®

Financial Advisor

Managing Partner of Inspire Confidence Group
Learn more about Brent Makarczyk
Advisor photo for Andrea Kirk

Andrea Kirk

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Partner of Inspire Confidence Group
Learn more about Andrea Kirk
Advisor photo for Derek Shoden

Derek Shoden

CFP®, BFA

Financial Advisor

Managing Partner of Inspire Confidence Group
Learn more about Derek Shoden
Advisor photo for Mark Keeling

Mark Keeling

MBA, CFP®, ChFC®, CLU®

Financial Advisor

Chief Operating Officer of Inspire Confidence Group
Learn more about Mark Keeling
Advisor photo for Michael Shuck

Michael Shuck

CFP®, ChFC®

Private Wealth Advisor

Learn more about Michael Shuck
Advisor photo for Philip Madonna

Philip Madonna

CFP®, CRPC, APMA

Financial Advisor

Learn more about Philip Madonna
Advisor photo for William Amesbury

William Amesbury

CFP®, BFA, CRPC, APMA

Financial Advisor

Learn more about William Amesbury
Advisor photo for Alex Davison

Alex Davison

CFP®, BFA, CRPC, APMA

Financial Advisor

Learn more about Alex Davison
Advisor photo for George Amedore III

George Amedore III

CFP®, CKA®, APMA

Financial Advisor

Learn more about George Amedore III
Advisor photo for Ryan Dudzic

Ryan Dudzic

CFP®, APMA, CRPC

Financial Advisor

Learn more about Ryan Dudzic
Advisor photo for Matt Neely

Matt Neely

BFA, APMA

Financial Advisor

Learn more about Matt Neely
Advisor photo for Matthew Gentile

Matthew Gentile

APMA

Associate Financial Advisor

Learn more about Matthew Gentile
Advisor photo for Olivia Casale

Olivia Casale

CRPC

Associate Financial Advisor

Learn more about Olivia Casale


Our team

Kayla Wells

Kayla Wells

Operations Director

Personal Intro

  • Grew up in Schenectady, NY, lives in Ballston Lake, NY with her husband, two kids, and two dogs.
  • She loves dogs, puzzles, coffee, and going to her kids’ sporting events.

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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Laura Mirkovic

Laura Mirkovic

Marketing Manager

Personal Intro

  • Been with the team since 2006 handling non-advice projects such as marketing, social media, branding, new offices, etc.
  • Very involved with her three kids, Oscar, Stella and Kosta. They give her purpose.
  • Big believer in giving back to the community; we all need to pull together to make things better. Been on local boards for years.
  • Exercise keeps her sane. In her free time, you can find her at CrossFit or cycling.

Qualifications

  • Master in International Law, American University

  • Bachelor of Arts in Communications, Towson University
  • Public Notary

Roles & Responsibilities

  • Marketing/ Event Manager
  • Public Notary
  • Office Look and Feel
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Maureen Buckley

Maureen Buckley

Operations Specialist

Personal Intro

  • Born and raised in Albany, NY, lives in Loudonville, NY.
  • Right out of high school, degree was in fashion merchandise, opened a women’s boutique in Latham, NY.
  • Loves to golf and an avid reader on all things leadership and self-development.

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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Joanne Augstein-Collins

Joanne Augstein-Collins

Business Development Director

Personal Intro

  • Grew up in Greenville, NY and currently lives in Niskayuna, NY, with her wife and two daughters.
  • Has a Blackbelt in Taekwondo and was a member of the USA Masters Team for Taekwondo.
  • In her free time, Jo follows her kids sports and activities.

Qualifications

  • Bachelor's Degree in Criminal Justice and Psychology, Russell Sage College

  • Master's Certificate in Business Intelligence, Villanova University

Roles & Responsibilities

  • Associate Franchise Consultant
  • Professional Integrator
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Ashley J. Makarczyk Rokosz

Ashley J. Makarczyk Rokosz

Practice Manager

Personal Intro

  • Grew up and currently lives in Nanticoke, PA with her husband and two dogs.
  • Loves to play golf, watch sports, and travel.

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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Betty Bee

Betty Bee

Client Concierge,

Paraplanner

Personal Intro

  • Lives in Bel Air, MD - currently lives in house she grew up in with her husband Andr�.
  • Is a huge traveler, loves Disney.

Qualifications

  • 20+ years experience with Ameriprise

  • Series 7, 65, 66

  • MD Life, Accident and Health

  • Bachelor of Music Education, Shenandoah University

Roles & Responsibilities

  • Advisor Support
  • Business Processing
  • Meeting Preparation and Follow-up
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Jennifer Bayliss

Jennifer Bayliss

Client Concierge,

Paraplanner

Personal Intro

  • Grew up in Norwalk, Connecticut, currently lives in Williamstown, Massachusetts with 17-year-old son Jameson, 14-year-old daughter Maisie, and golden doodle Sassy.
  • In her free time, Jen likes to work out, cook, read, and go to her kids’ sporting events.

Qualifications

  • Masters of Science in Education, Old Dominion University

  • Bachelor of Science in Education, University of Connecticut
  • Series 7 and 66 exams
  • Securities Industry Essentials
  • Life, Accident and Health Exam
  • CRPC™ Chartered Retirement Planning Counselor™

Roles & Responsibilities

  • Assist advisors in preparing for meetings.
  • Make clients feel at home.
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Jenna Farro

Jenna Farro

Marketing Specialist

Personal Intro

  • Originally from Stamford, CT and currently lives in Albany, NY.
  • Jenna loves sports, baking, photography, and spending time with friends and family. She also has a cookie business with her mom.

Qualifications

  • BS in Business with Concentrations in Business Analytics, Market Research Analysis, and Sports Marketing. Siena College, May 2022.

  • MBA in Business Analytics and Marketing. Siena College, May 2023

Roles & Responsibilities

  • Assist the marketing team with social media, website, and marketing activities.
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Jaylen Chicaway

Jaylen Chicaway

Client Concierge

Personal Intro

  • Born and raised in Cohoes, NY, has three siblings: two sisters and a brother, and a nephew.
  • She likes watching sports, spending time with friends and family, hiking, road trips, and anything outdoors.

Qualifications

  • BS, Business Economics, SUNY Cortland, Spring 2021

  • Public Notary
  • CRPC™ Chartered Retirement Planning Counselor™

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Joshua Vogel

Joshua Vogel

Client Concierge

Qualifications

  • Securities Industry Essentials (SIE) Exam

  • Bachelor of Science in Finance, Siena College, May 2022

  • CRPC™ Chartered Retirement Planning Counselor™

Roles & Responsibilities

  • Assist Advisors in preparing for meetings.
  • Make clients feel at home.
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Ashton Britt

Ashton Britt

Client Concierge

Personal Intro

• Born and raised in Cohoes New York in a family of eight.

• I enjoy reading American literature, hiking, playing basketball, watching football, and travelling

Qualifications

  • BS in Business, Finance and Economics Concentration. Siena College, Class of 2023

Roles & Responsibilities

  • Assist Advisors in prepping for client meetings
  • Make clients feel at home
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Brittany Trahan

Brittany Trahan

Client Concierge

Personal Intro

· Brittany enjoys reading, watching football and spending time with friends and family. On her free time, she practices Brazilian Jiu Jitsu.

Roles & Responsibilities

  • Assist Advisors in prepping for client meetings
  • Make clients feel at home
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Peter DeBenedetto

Peter DeBenedetto

Client Concierge

Qualifications

  • Bachelor of Science in Finance, Salisbury University, May 2019

  • CRPC™ Chartered Retirement Planning Counselor™

  • Securities Industry Essentials® (SIE®) Exam

  • Series 7 Exam

  • Series 66 Exam

Roles & Responsibilities

  • Assist Advisors in prepping for client 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
  • Public Notary
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Angie VanPatten

Angie VanPatten

Client Concierge

Personal Intro

  • Born and raised in Watervliet, New York.
  • I enjoy spending time with my family, being outdoors, and participating in movie & music trivia.

Roles & Responsibilities

  • Make clients feel at home
  • Assist clients with scheduling
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Jean Field

Jean Field

Client Concierge

Personal Intro

· Born and raised right outside of Baltimore in Harford County

· I enjoy videography, photography, being very active in my church, and spending time with my two dogs, Maggie and Izzy.

Qualifications

  • B.A. in Psychology, Towson University

  • B.A. in Electronic and Media Film, Towson University

Roles & Responsibilities

  • Greeting Clients
  • Scheduling Appointments
  • Making Clients Feel At Home
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Emma VanGorder

Emma VanGorder

Intern

Personal Intro

  • Emma is studying Finance at Liberty University; her expected graduation date is May 2024.
  • In her free time, she enjoys spending time outdoors, cooking, traveling, reading, and spending time with the people she loves.

Qualifications

  • BS in Financial Planning - Liberty University - Expected graduation May 2024

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Laraib Afia Asim

Laraib Afia Asim

Intern

Personal Intro

· Currently a senior at SUNY Plattsburgh, studying Accounting & Business Admin. Laraib graduates May 2024.

· Laraib enjoys reading, travelling to new places, and exploring local coffee shops.

Qualifications

  • B.S. in Accounting & Business Administration - SUNY Plattsburgh - expected graduation May 2024

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Chris Erickson

Chris Erickson

Intern

Personal Intro

· Born and raised in Niskayuna, NY. Chris is a senior at Siena College, studying Business.

· He enjoys spending time outdoors, playing & watching sports, and traveling with friends & family.

Qualifications

    • Bachelors of Science - Business, Siena College - Expected graduation May 2024
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Alison Orr

Alison Orr

Intern

Qualifications

  • BS in Business with concentrations in Business Analytics and Market Research and Analytics - Siena College - Expected Graduation May 2024

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Nicole Davis

Nicole Davis

Intern

Personal Intro

· Nicole is from the Catskills region in NY. She is currently a third-year student at Siena College majoring in finance with a minor in Data Science.

· During her free time, she enjoys skiing, going to concerts, playing volleyball with her friends, and traveling to new places with her family.

Qualifications

  • BS in Finance with a minor in Data Science and a concentration in Corporate Finance - Siena College - Expected Graduation December 2024

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Rachel Havely

Rachel Havely

Intern