518.720.8888Troy • Saratoga Springs • Amsterdam

 

Our Team

Steven Bouchey

Steven Bouchey, CFP®

CEO

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Matthew Clarke Headshot

Matthew A. Clarke, LUTCF

Founder and Vice President of Sales

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John Millet Headshot

John Millet, CPA

President & COO

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Debbie Hawansky

Debbie Howansky

Benefit Administrator

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Beth Whalen

Beth Whalen

Account Manager

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Tim Salls

Vice President of Sales

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Fred Schafer Bio

Fred Schafer

Principal

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Caitlin Duffy Bio

Caitlin Duffy

Account Executive

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Ryan Bouchey

Ryan S. Bouchey, CFP ®, CPA

Vice President and CFO

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Mary Anne Murphy

Director of Client Services

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Sue Dawes Headshot

Sue Dawes

Accounting Specialist

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Lisa Rice

Account Manager

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Gary Brooker

Gary Brooker

Account Executive

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Floyd Douglas

Floyd Douglas

Account Executive

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Alison Gorton - Bio

Alison Gorton

Assistant Vice President

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