Financial Consultant / Owner
Cathy's priorities are to help her clients feel secure and empowered when it comes to their financial future.
Office Manager- Little Falls
Natasha coordinates the daily functions in the Little Falls office. She is also assist clients with their bookkeeping and tax needs.
Office Manager-Richfield Springs
Angella plays a vital role in the daily operations of our Richfield Springs office. Her inviting personality and compassion to help others makes her a very important member of our team.