Team
Born and raised in the Capitol Region of Albany, NY, I have been helping clients address their financial goals for over 20 years (1994). My office serves private clientele, including individuals and their families, trusts and estates,...
With nearly 18 years of financial assistance experience, Jody strives to provide the highest level of client service and support. Having previously worked with several large Broker/Dealers Jody’s strength is the superior service...