Our advisors

Sasa Mirkovic

Sasa Mirkovic

Private Wealth Advisor

Learn more about Sasa Mirkovic
Maria Natarelli

Maria Natarelli

Financial Advisor

Learn more about Maria Natarelli
Derek Shoden

Derek Shoden

Financial Advisor

Learn more about Derek Shoden
Richard Vertucci

Richard Vertucci

Associate Financial Advisor

Learn more about Richard Vertucci

Our team

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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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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Randy Tetreault

Randy Tetreault

Business Development Director

Connor Morelli

Connor Morelli

Client Concierge,

Chartered Retirement Planning Counselor℠

Qualifications

  • Bachelor of Science, Finance, Siena College, NY
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Phil Madonna

Phil Madonna

Client Concierge,

Chartered Retirement Planning Counselor℠

Qualifications

  • Bachelor of Science, Finance, Siena College, NY
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JBailey Cecchi

JBailey Cecchi

Executive Assistant

Qualifications

  • Bachelor of Science, Business Administration, Russell Sage College, NY

Roles & Responsibilities

  • Public Notary
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Laura Mirkovic

Laura Mirkovic

Event Planner

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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Deidre Maturo

Deidre Maturo

Executive Assistant

Qualifications

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