Glen Allen, CFP® - Financial Advisor

Glen is a a CERTIFIED FINANCIAL PLANNER™ and a Siena College graduate. A lifelong resident of the Capital District, he resides in Rotterdam Junction with his wife Fran. Glen specializes in investment planning and retirement planning. He will be using his nearly 20 years of industry experience to assist our team in various capacities. Glen enjoys sports and friends and family. He is an active member of his local faith community, and has done volunteer work for the Schenectady City Mission.

Sam Oakes

Web designer based in Harrogate, North Yorkshire

https://gobocreative.co.uk
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Carmen Caruso, CFP® - Lead Financial Advisor