Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Darryl Teal

Darryl Teal

CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Darryl Teal
Advisor photo for Rebecca DiTata

Rebecca DiTata

CRPC, APMA

Financial Advisor

Learn more about Rebecca DiTata
Advisor photo for Megan Merriam

Megan Merriam

CRPC

Financial Advisor

Learn more about Megan Merriam
Advisor photo for Whitney Streck

Whitney Streck

CRC®, APMA

Financial Advisor

Learn more about Whitney Streck


Our team

Polly McElrath

Polly McElrath

Practice Manager

Qualifications

  • Bachelor of Arts in Economics, Siena College
  • Chartered Retirement Planning Counselor™

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Marielle Tozier

Marielle Tozier

Intern

Qualifications

  • Bachelor of Arts in Economics, Siena College - Expected Graduation May 2025

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Haley Francis

Haley Francis

Intern

Qualifications

  • Bachelor of Science in Management, Siena College - Expected Graduation May 2026

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Emma Card

Emma Card

Administrative Assistant

Qualifications

  • Associate of Arts in Psychology, Hudson Valley Community College

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