Our Team

Andy’s curiosity about investments and financial planning was sparked as he watched his grandfather and father operate a successful family business. While studying finance and capital markets at St. John’s University, he decided that the family business was not for him.

An offer from a regional brokerage firm brought Andy and his wife, Stephanie, to Plattsburgh in 2004. After twenty three years of practice as a financial advisor, he is more excited than ever to monitor markets for favorable risk adjusted opportunities for his clients.

As a small business owner, Andy understands how many issues business owners must juggle. He is especially proud any time he can reduce financial anxiety in the minds of his clients that are fellow business owners.

Hannah became interested in financial planning during her time as a branch manager of a local bank. She saw the anxiety and confusion that surrounds money and found that the pressure could be relieved with careful research, planning, and discussion.

Hannah deeply enjoys working with families and small businesses to craft and implement financial plans that are tailored to their individual needs. Additionally, she has a deep interest in working with families and individuals where a disability is present. Hannah is a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Special Needs Consultant.

Outside of the office, Hannah is active with United Way of the Adirondacks and Champlain Area Trails. Along with her husband, Bradley, she is raising three quirky kids in Morrisonville.