Our Team
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John E. Daley, AIF®
Senior Vice President
Clifton Park Office -
Tim's Team: Timothy A. Gusek, Larissa L. Gusek, and Mitchell Valenza
Senior Vice President & Investment Advisor Representatives - Queensbury Office
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Daniel Polansky & John Bryant
Partners
Clifton Park Office -
James P. Daley, AIF®
Managing Director
Clifton Park Office -
Brendan K. Leavey, CFP®
Financial Advisor
Sarasota Office -
Dennis M. Hellwig
Senior VP
Houston Office -
Richard L. Lane, AIF®
Vice President – Investments
Clifton Park Office -
Michael J. Sleasman, CFP®
Certified Financial Planner
Clifton Park Office -
Rob Casalino
Marketing Director
Clifton Park Office -
Briana Kenyon, Esq.
In-House Legal Counsel
Clifton Park Office -
Anne M. Driscoll
Registered Assistant
Clifton Park Office -
Sandy Silva
Administrative Assistant
Clifton Park Office