Thomas White
Thomas White
VP and Investment Officer


518.363.8669

Ann Sharpe
Ann Sharpe
VP, Wealth Management Solutions


518.363.8660


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

No Bank Guarantee

Not FDIC Insured

Not a Deposit

Not Insured By Any Federal Government Agency

May Lose Value including Loss of Principal