Background and experience

For more than 25 years, Dave has been privileged to serve as a financial advisor to families, individuals, and institutions. His true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.   

Dave takes a comprehensive, consultative approach to investment and wealth planning while examining the many elements of a client’s financial life, including debt/liability management, cash reserves, insurance, estate investment planning, and legacy planning.

Dave began his career with a predecessor firm of Wells Fargo Advisors in 1996. He has earned the distinction of Platinum Council with Wells Fargo Advisors since 2019. He is “honored and humbled” to be among a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure may also be used to determine recipients.  Prior to joining the financial services industry, he earned a Bachelor of Arts in Political Science from Union College, Schenectady, NY.

Away from the office

Born and raised in the Boston area, Dave has resided in the Capital District with his wife, Jennifer, for over 27 years. He enjoys spending time with their four children as well as travel, golf, and photography. He has been an active member of the local community including serving his church, St. Kateri Tekakwitha, many area youth sports organizations, and U.S. Veteran causes.

Background and experience

With more than 30 years of investment advisory experience, Kathy is dedicated to providing a personal long term goals based planning approach to families, individuals and institutions.  She helps her clients grow, accumulate and preserve wealth. 

Kathy provides comprehensive guidance and advice to those who don’t have the time, interest or inclination to manage assets themselves.  Financial concerns addressed include retirement income, life and long term care insurance planning, social security, charitable giving, legacy and estate planning strategies, tax planning strategies and liabilities management. 

Kathy started her career with Merrill Lynch and subsequently worked for Morgan Stanley prior to joining to A.G. Edwards, the predecessor to Wells Fargo Advisors, in 2004.  Kathy has been named as a member of the Wells Fargo Advisors Platinum Council in 2021, 2022 and 2023.  Kathy is among a select group of Financial Advisors who have demonstrated an ability to deliver exceptional service to their clients. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Kathy believes that retirement income is one of the most significant financial goals of her clients’ lives and holds two specialized designations by meeting rigorous professional standards and passing several comprehensive examinations.  Kathy has earned the Accredited Asset Management Specialist (AAMS) through the College for Financial Planning and Retirement Income Certified Professional (RICP) through the American College of Financial Services. Kathy holds a Bachelor of Arts Degree in Communication from SUNY Albany. Kathy is licensed in Life and Long Term Care Insurance in New York and other states.

Away from the office

Born and raised in Queens, NY, she currently resides in Saratoga Springs with her husband, Michael, of 37 years. They have three daughters, Sarah, Molly, and Emma, and a granddaughter, Isabella. In addition, she enjoys traveling, cooking, photography, and gardening.

Background and experience

As our Client Associate, Paula works with clients to handle all of their service, fund transfer, and administrative requests. Paula also coordinates the office operations. Along with being a service point of contact for clients, she provides notary and medallion signature guarantee execution. She has been working with Beverwyck Financial Group for the past six years, with 14 years of previous work experience in the financial services industry. When she is not working with the team, she enjoys a variety of cooking, swimming, and is an avid gardener.

Background and experience

Christina has been servicing clients since 1994 in the financial services industry. What started as a job out of college has become her true passion and career. Christina truly enjoys assisting clients, along with their financial advisor, with wealth management, advisory services, estate planning strategies, and education savings. She is the forefront of operations and works to handle services such as fund transfers and administrative requests.

In 1989, Christina proudly served four years in the United States Coast Guard. She patrolled the Bering Sea in addition to performing administrative tasks as a Storekeeper 3rd Class Petty Officer. Christina started her career in the financial services industry with Commercial National Bank Investments in 1994 after leaving Orange Coast College as a biology major. In 2000, she joined Legg Mason and subsequently worked for Morgan Stanley prior to joining Wells Fargo Advisors in 2011.

Away from the office

Born and raised in Western Mass, Christina currently resides in East Greenbush, NY, with her husband, Michael. They have two grown children, Kelly and Derek. Outside the office, Christina enjoys golfing, running, gardening, cooking, and reading.