Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
Lauren's role within the organization is managing all aspects of the day-to-day operations of the practice. Originally from central Pennsylvania, Lauren moved to the southern Albany area with her husband Craig in 2012. Some of Lauren's interests include travel, photography, gardening & being a dog mom to her two pups. Lauren has been supporting financial advisors since 2012.
Bachelor of Arts in Psychology from Millersville University of Pennsylvania
Jennifer has been supporting financial advisors since 1995. Her responsibilities entail managing all aspects of our client experience.
Chelsea is at the forefront of delivering a positive client experience. She establishes a welcoming and professional atmosphere and provides friendly, helpful, high-quality service to clients. Her background is in healthcare, but she decided to make a switch to the financial world in 2022.
Master of Science in Occupational Therapy from The Sage Colleges
Bachelor of Arts in Psychology from Russell Sage College
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