Our advisors

Justin Spraker

Justin Spraker

Financial Advisor

Learn more about Justin Spraker
David Needham

David Needham

Financial Advisor

Learn more about David Needham
Christopher Spratt

Christopher Spratt

Financial Advisor

Learn more about Christopher Spratt

Our team

Nicole E. Hudson

Nicole E. Hudson

Office Manager

Personal Intro

Nicole has worked in the financial services industry since 2010 and joined our team in 2013. She has a background in education and received her M.A with highest honors from the University of Phoenix. Nicole enjoys cooking, travel, movies and football. She currently lives in Glenville, NY with her husband and daughter Isabella.

Qualifications

  • Bachelor of Science, State University of NY College at Oneonta, 12/2005
  • Master of Arts in Education, University of Phoenix, 07/2009

Roles & Responsibilities

  • Client service
  • Operations management
  • Financial planning support
  • Transactions & money movement
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Heather A. Perry

Heather A. Perry

Client Concierge

Personal Intro

Heather joined our team in January 2016. She has a background in real estate and business management. She enjoys cooking, travel, music and spending time with her husband Dave and three children, Andrew, Nicholas and Isabella. Heather also enjoys quality time with her two dogs: Blue and Jeter.

Qualifications

  • A.A.S in Early Childhood Development

Roles & Responsibilities

  • Scheduling
  • Client phone & e-mail correspondence
  • Ameriprise technology support
  • Marketing coordinator
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Todd Morgan

Todd Morgan

Business Development Manager

Personal Intro

Todd joined Ameriprise Financial in 2008. He has a 20 year background in teaching and administration. Todd was a professional rock and climbing guide for nearly 30 years. He enjoys surfing, sailing and stand up paddle boarding with family and friends. Todd lives in the town of Jay, NY with his wife, Heather and daughter, Anya. When he is not working, he can be found working on his 160 year old farm house.

Qualifications

  • Bachelor of Arts, South Hampton College of Long Island University

Roles & Responsibilities

  • Client Service
  • Transactions and Money Movement
  • Operations Manager
  • Event Planner
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