Cathy Cristman CFP®

Financial Consultant / Owner

Cathy's priorities are to help her clients feel secure and empowered when it comes to their financial future.

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Natasha Massicotte

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.

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Angella Lynch

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.

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