Financial Consultants
Lynda Beisner
Financial Consultant | Pleasant Valley
Daniel Cwik
Financial Consultant | Hollowbrook/Lagrange
Scott Dancyger
Financial Consultant | Beacon/New Windsor
Scott Morrow, CFP®, CLU®, ChFC®
Financial Consultant | Newburgh
Ojas Sardesai
Financial Consultant | Kingston/Rhinebeck
Michael Montaruli
Financial Consultant | Mahopac/Brewster/Carmel
Richard Decker, CIMA®
Financial Consultant | Hyde Park/Highland
Emalie Lasko
Financial Consultant | Pleasant Valley & Cortland Branches
Hunter Fauci
Financial Consultant | Middletown & Chester
Our Support Team
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.