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Meet Our Administrative Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Please contact us if you need anything.

Mary Spall

Mary Spall

Client Relations Manager

(845)-343-2244

(845)-343-2210

Katie Howerter

Katie Howerter

Media Marketing Consultant

(845)-343-2244

(845)-343-2210

Sabrina Ramalio

Sabrina Ramalio

Administrative Assistant

(845)-343-2244

(845)-343-2210

Carla Hosein

Carla Hosein

Executive Assistant

(845)-615-9500

(845)-615-9221

Denise Sohl

Denise Sohl

Administrative Assistant

845-615-9500

845-615-9221

Client Centered

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.