Robin A. Davey
CPA, CFP, CLU, RICP, CDFA

Wharton Certified Retirement Planning Specialist
 

Email
Phone: (518) 373-7357
 

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Steve Bronder

Financial Consultant


 

Email
Phone: (518) 373-7341
 

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Jeffrey Gabriels
JD, CLU, ChFC, RICP

Wharton Certified Retirement Planning Specialist
 

Email
Phone: (518) 373-7340
 

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Ralph Willner Giwerc
ChFC

Wharton Certified Retirement Planning Specialist
 

Email
Phone: (518) 373-7323
 

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Robert F. Woodcock
CFP, ChFC, CLU

Financial Consultant

 

Email
Phone: (518) 373-7304
 

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Lauren E. Woodcock

Financial Consultant

Email
Phone: (518) 373-7363
 

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Evan Croll
Currently Studying for
CFP designation

Financial Consultant

Email
Phone: (518) 373-7325
 

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Colleen A. Kavanaugh

Financial Consultant

 

Email
Phone: (518) 373-7338
 

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Jessica Klucka

Client Management

 

Email
Phone: (518) 373-7300
 

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Heather Grimmick

Client Management
 

Email
Phone: (518) 373-7300
 

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Eileen Vierling

Client Management
 

Email
Phone: (518) 373-7300
 

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Carol Reardon, MBA

Producer Assistant

 

Email
Phone: (518) 373-7300
 

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