Our advisors

Sasa Mirkovic

Sasa Mirkovic

Private Wealth Advisor

Managing Partner
Learn more about Sasa Mirkovic
Maria Natarelli

Maria Natarelli

Financial Advisor

Managing Partner
Learn more about Maria Natarelli
Derek Shoden

Derek Shoden

Financial Advisor

Learn more about Derek Shoden
Alex Davison

Alex Davison

Associate Financial Advisor

Learn more about Alex Davison
Matt Neely

Matt Neely

Financial Advisor

Learn more about Matt Neely
Philip Madonna

Philip Madonna

Associate Financial Advisor

Learn more about Philip Madonna

Our team

Jennifer Bayliss

Jennifer Bayliss

Client Concierge

Qualifications

  • Masters of Science in Education, Old Dominion University
  • Bachelor of Science in Education, University of Connecticut
  • Securities Industry Essentials
  • Chartered Retirement Planning Counselor℠

Roles & Responsibilities

  • Assist advisors in preparing for meetings.
  • Make clients feel at home.
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Maureen Buckley

Maureen Buckley

Operations Director,

Chief Operating Officer

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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Ryan Dudzic

Ryan Dudzic

Client Concierge

Qualifications

  • Bachelor of Science in Finance, Minor in Economics, Siena College, May 2020
  • Life, Accident and Health
  • Securities Industry Essentials
  • Series 7 Exam
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Deidre Maturo

Deidre Maturo

Executive Assistant

Qualifications

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

Oscar Mirkovic

Intern

Elizabeth Porter

Elizabeth Porter

Client Concierge

Qualifications

  • Masters in Arts in Psychology, University of the West, Rosemead, CA
  • Bachelors in Science in Psychology, Stephens College, Columbia, MO
  • Life, Accident and Health

Roles & Responsibilities

  • Prepare for client meetings
  • Provide admin support to advisors during meeting
  • Make clients feel at home
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Randy Tetreault

Randy Tetreault

Business Development Director

Kayla Wells

Kayla Wells

Practice Manager

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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