Background and experience

For more than 29 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. 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 30 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, The Knights of Columbus and U.S. Veteran causes.

Background and experience

With more than 30 years of investment advisory experience, Kathy is dedicated to providing a
personal 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; portfolio
appreciation, 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
recognized as 2025 Forbes Top Women Wealth Advisors Best-In-State. This prestigious recognition represents her ongoing commitment to putting her client’s interest first and helping them succeed financially. Kathy has been named as a member of the Wells Fargo Advisors Platinum Council in 2021, 2022 and 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices team structure. Kathy is among a select group of Financial Advisors who have demonstrated an ability to deliver exceptional service to their clients. 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. They have 3 daughters Sarah, Molly and Emma and 2 granddaughters, Isabella and Chloe. In addition, she enjoys traveling, cooking, photography and gardening

A long-term partnership

Joe builds long-term relationships with his clients by helping guide them through their most important financial and investment decisions. He simplifies complex choices into thoughtful, tailored solutions for each client and provides ongoing, individual advice to keep things on track. Joe helps clients feel confident they have a knowledgeable resource who cares about making their finances work best for them. He has relationships with high-net-worth families, business owners, corporate executives and institutional clients throughout the United States. New client relationships are primarily friends, family and colleagues of existing clients.

 

Background and experience

Joe brings over 30 years of experience in wealth management and financial services. He began his career in wealth management in 1999 at Merrill Lynch, moved his practice to Morgan Stanley from 2008 – 2019 and has been at Wells Fargo Advisors since 2019. Joe earned the CERTIFIED FINANCIAL PLANNER® certification in 2004 and has been an active practitioner since then. Prior to joining the wealth management industry, Joe was a regional and national manager with Nissan Motor Corporation and Nissan Motor Acceptance Corporation. He earned his B.S. in Political Science, with concentrations in Business Studies and Public Administration, in the Liberal Arts Honors Program at Providence College

 

Away from the office

A Boston native, Joe, his wife Beth and their two children have made their home in Clifton Park, NY. Joe enjoys playing golf, traveling and refereeing high school basketball games. As part of his ongoing efforts to give back to the community, Joe has served on the Board of Directors for the Albany Symphony Orchestra for more than 24 years, including Chairing the Finance and Audit Committees. He also volunteers at a local food bank and had served on the Cystic Fibrosis Foundation NENY Board for more than 25 years. 

Background and experience

Zach joined the Beverwyck Wealth Management Group of Wells Fargo Advisors in 2024.
He is driven to connect families, individuals, and business owners to the wide array of
resources and experience the Beverwyck Wealth Management Group has to offer.

Zach takes a comprehensive and personalized approach to developing a client’s financial
goals; one that includes family dynamics, time horizon, risk tolerance, cash reserves,
liability management, and insurance needs.

Prior to joining Wells Fargo Advisors, Zach spent several years in business development
across the manufacturing and technology industries. Zach currently holds FINRA Series
7 (General Securities Representative) and Series 66 (Uniform Combined State Law
Exam) registrations. He also holds NYS Life, Accident & Health, and Variable
Life/Variable Annuities licenses. Zach graduated from Rensselaer Polytechnic Institute
in 2017 with a Bachelor of Science in Management and a Concentration in Finance.

Away from the office

Zach was born and raised in Latham, NY. He is an active member of the Rensselaer
Alumni Association through his volunteer work with the RPI Young Alumni Council. Zach
currently resides in Delmarwith his wife, Sarah. They got married in 2024 and have been
together since high school. Zach and Sarah love traveling together, especially to Italy,
and enjoy spending their time walking, hiking, and playing golf.

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 operations of the office.
Along with being a service point of contact for clients, she provides notary and medallion
signature guarantee execution. 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

I have been servicing clients since 1994 in the financial services industry in what started as just a job out of college has become a true passion and career.

I truly enjoy assisting clients, along with their Financial Advisor, with Wealth Management, Advisory Services, Estate Planning Strategies and Education Savings. I am the forefront of operations and work to handle all the services such as fund transfers and administrative requests.

In 1989 I proudly served 4 years in the United States Coast Guard. I patrolled the Bering Sea in addition to performing administrative tasks as a Storekeeper 3rd Class Petty Officer.

I started my career in the financial services industry with Commercial National Bank Investments in 1994 after Orange Coast College as a Biology major. In 2000 I 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, I currently reside in East Greenbush, NY with my husband Michael and we have 2 grown children, Kelly and Derek. Outside the office I enjoy gardening, reading, golfing and cooking.