About Us

Philip started working as a financial advisor in 2005. His efforts are focused primarily on portfolio and risk management including asset allocation and portfolio design. Philip graduated from Boston College with a B.A. in Economics in 1998 and received an M.B.A from Georgetown’s McDonough School of Business in 2003. He obtained his CERTIFIED FINANCIAL PLANNER(TM) professional certification in 2007.

Philip previously worked as a Senior Business Consultant for Unisys Corp. in Washington, D.C. from 2003 until his move back to New York. His clients included the U.S. Navy and the Transportation and Security Administration (TSA). Philip started his financial career as a marketing representative for MFS Investment Management in Boston, MA.

He is currently on the board of the Northern Dutchess Hospital Foundation and served as former President of the Rhinebeck Chamber of Commerce and Rotary Club of Rhinebeck.

Philip lives in Rhinebeck with his wife Cari and their two children, Connor and Molly.



















Licensed States:

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MN, MO, NC, NJ, NY, NM PA, SC, TX, UT, VA, VT, WA

Ed has over 30 years of financial services experience. Ed works closely with clients to form a comprehensive financial relationship that is frequently revisited. He graduated with honors from the University of Notre Dame with a Bachelor of Business Administration. He passed the Certified Public Accountant exam in 1991 (not practicing) and obtained his CERTIFIED FINANCIAL PLANNER™ professional certification in 1999. Ed has worked for Marist College as a teacher in the Financial Planning Certificate Program, teaching several courses including Fundamentals, Investments, and Federal Tax.

Ed has served on the boards of several charities including Gateway Community Industries (for 14 years, including as Chairperson), and the American Red Cross of Ulster County (including as Treasurer). Currently, he serves on the board of the American Red Cross of the Mid-Hudson Valley and the Benedictine Health Foundation.

Ed lives in Kingston with his wife Rattiya; they have three children.


Licensed States:

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OR, PA, SC, TN, TX, UT, VA, VT, WA

Evan focuses on wealth management for private affluent investors, pensions, and non-profit organizations. Originally from Albany, NY, he has spent the past 38 years working as a financial advisor in Kingston, NY.  Evan graduated from SUNY Albany with a BA degree in 1972.


He previously served on the boards of the Ulster County United Way, the Starr Library in Rhinebeck, NY and Northern Dutchess Hospital.


Evan lives in Rhinebeck with his wife Dianne.









Licensed States:


AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MN, MO, NC, NJ, NM, NY, PA, SC, TX, UT, VA, VT, WA

Lizette Pagán has over 33 years of experience in the financial services industry.  During her tenure, she has held positions as Operations Manager, Regional Supervisory Associate and Complex Service Manager at Morgan Stanley.  Her career experiences include annual compliance meetings; simulated branch audits; training Operations and Compliance Managers, Regional Supervisors and Branch Managers new to the company; development and monitoring of employee relations while helping each employee attain their highest potential; overseeing and managing the routine operations of multiple branches within various complexes.

Lizette expertly implements our business model.  She is dedicated to utilizing her experience by providing strategic leadership and oversight in coordinating and managing day-to-day operations.

Lizette grew up in the NYC area and lives in Dutchess County, NY.  She is an avid birder and enjoys hiking, cooking, photography and spending time with her family.

Licensed States:

NY