43 British American Boulevard
Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner/Managing Partner/Financial Advisor
518-724-5004 ext. 234
Mark has two decades of experience in the financial services industry. Mark’s priority is wealth management and income distribution strategies for his clientele. Mark also works with philanthropists and non-profits to help them maximize their charitable efforts through creative financial solutions. Networking with other key financial professionals such as attorney’s and tax specialists, Mark is able to take a holistic approach to helping individuals and businesses to meet their goals. Mark, his wife Linda, and their two daughters reside in the Averill Park area and love to volunteer their time to improve the community they have come to call home.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH MARK
518-724-5004 ext. 238
Matthew comes to our team as a former client who has a passion for helping clients pursue all their financial goals. Formerly a professional athlete, Matt works with other athletes, Baby Boomers and educators to help them navigate to their financial goals. Matt’s belief in treating a client with respect and understanding, while providing a disciplined approach to investing is his mainstay. We are happy to have Matt as a valuable member of our holistic planning team. Matt, his wife Christine, along with their two kids are proud have been part of the Capital District for their entire lives.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH MATTHEW
518-724-5004 ext. 229
Adam comes to our team providing personal service with a truly holistic approach to financial planning. Coming from an estate planning and elder law background, Adam understands the nuances of the various planning stages of life, and how each stage brings with it different financial aspects to consider. Adam focuses his practice on two key areas, Retirement Savings Strategies, and Retirement Distribution Strategies-- to help clients navigate all aspects of Retirement Planning. Additionally, Adam works with Business owners of all sizes, and employees of all types, to help craft retirement programs that both the employer and employees can take advantage of to aid in their personal retirement savings strategy. He works to provide Financial Wellness and education programs to individuals and companies with local and national employees in order to educate and motivate them to pursue their financial goals. Adam with his wife Dawn and their three kids are from the Guilderland area and very involved in the community.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH ADAM
Marketing and Client Relations
518-724-5004 ext. 246
Matt has a lifetime of providing quality service and an attention to detail. He joined our team so that he could have a long-term impact on the personal needs of our clientele, as well as build our team through marketing events for both current and future clients. Matt enjoys working with families over their lifetime to show them ways to insure and protect their future goals through client and community related events. He continues to move forward daily in our quest to make sure we are able to service our clients to the high standards that we hold ourselves to. He has worked with many non-profit organizations and was formerly the President of the Board of Directors for The Northeast Kidney Foundation. Matt, his wife Amanda and their 5 children resides in Rensselaer and look forward to continuing their service to the Capital District and beyond.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH MATT
Paul is a seasoned corporate executive with over 35 years of senior management experience. He has held executive positions in Fortune 500 firms, large regional companies, and founded and managed multiple marketing communications firms. He has worked for: Joseph E. Seagram & Sons; ESB/Ray-O-Vac; Westinghouse Credit Corporation; BBL Services; and Millennium Business Communications, LLC.
Having held leadership positions in all of his assignments, Paul consistently had fiscal responsibility as well as CEO, COO, CMO or National Sales Manager.
Paul and his wife Anne live in the Capital Region and have two grown sons.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH PAUL
518-724-5004 ext 235
Vickie was born and raised in the Capital Region, and has been in the financial industry for over 30+ years, adding the role of a managing partner in 2008. In 2020, her direction changed and she worked with her clients as an individual advisor until she joined The Esslie Group in early 2022. Throughout her career, Vickie has remained dedicated to building strong client relationships and has been unwavering in her commitment to helping individuals pursue their personal financial goals while providing unparalleled customer service and support.
Vickie has volunteered her time to a variety of organizations in NY and TN, and has been a member of the Albany County Chamber Of Commerce, the Colonie Kiwanis Club, and several schools and other non-profits.
While Vickie recently relocated to Tennessee with her husband of 30+ years, she maintains strong ties with her local community and beyond.
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH VICTORIA
Financial Advisor/Certified Retirement Counselor
518-724-5004 ext 211
Justin started in this industry almost a full decade ago in order to make an impact in the lives of his closest friends and family. He gained his passion for financial advising through the interactions he had with thousands of individuals over the years and the heart felt relationships that have built and developed with clients. What started out as a career has turned into much more than that. This is Justin's life's passion to be able to touch as many lives as he can and better their here, now and future. Through countless hours of research and training Justin has become proficient in helping individuals with tasks as large as saving for retirement or as small as budgeting to purchase a new car. The countless hours of work and research has culminated into earning the distinction of being a Certified Retirement Counselor. We are proud to have Justin as part of our team!
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH JUSTIN
Licensed Marketing & Communication Coordinator
(518)724-5004 ext 207
Randi is no stranger to Cetera Investors! Having worked in our office in Albany from 2015-2019 in an administrative role, she is back with our team specifically to help with a little bit of everything: from marketing logistics and client needs, Randi wears multiple hats, and we are more than happy to have her as part of our every-growing team!
Born and raised in Clifton Park, and currently residing there still with her husband Jason and teenage son Jackson, she brings to the table 25 years of customer service experience. Before Cetera, Randi worked in the banking industry where she managed a couple of local banks before entering the financial industry 8 years ago. During her time away, she also worked in the Property and Casualty industry as well, but decided to come back home to Cetera!
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH RANDI
Born and raised in the Capital Region, Ryan comes to us from the banking industry having managed many different branches throughout the Capital District. As a former football player and wrestler, he thrives in a team environment and being able to adapt to changing situations. His attention to detail and customer service brings the kind of attention that clients look for when dealing with our industry. Ryan still resides in Cohoes and is excited to be part of our growing team!
PLEASE CLICK LINK BELOW FOR A VIDEO INTRODUCTION WITH RYAN
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.