From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Ed Burke

Ed Burke

    • Managing Principal
    • Senior Financial Advisor
    I proactively serve a group of families in coordinating their financial affairs. By combining my experience together with the resources of Wells Fargo Advisors Financial Network, I look to deliver customized client solutions to help them achieve their financial goals.

    I have lived in the Hudson Valley for over 30 years and currently reside in Ulster County with my wife and three sons. Interests include triathlons, coaching and soccer.

    My education includes a Bachelor of Science-Finance, 1990, from S.U.N.Y.-New Paltz in New Paltz NY. I am a member of the Business Advisory Council for the State University at New Paltz.

    From May 2003 until May 2013, I was First Vice President/Branch Manager for Morgan Stanley/Smith Barney. Since May 2013, I am a Senior Financial Advisor/Managing Principal at The Hudson Valley Financial Group.

    Education

    • B.S. Finance SUNY New Paltz
    Jeff Altomari

    Jeff Altomari

      • Senior Financial Advisor
      • PIM Portfolio Manager
      I’ve been providing financial advice to clients since 1991. My goal for clients is to deliver an experience of consistency and predictability through process.

      My expertise, combined with the resources of the Wells Fargo Advisors Financial Network allows me to deliver customized client solutions in order to help clients achieve their financial goals.

      I’m a lifelong resident of the Hudson Valley, and currently reside in Dutchess County with my wife and 2 children. My interests include fly fishing, hiking, and exploring the outdoors.

      Education

      • B.S. Economics Ithaca College
      Alicia Morales-Rivera

      Alicia Morales-Rivera

        • Branch Administrator
        Alicia has over 25+ years of financial services experience in various roles, which has expanded her skillset in providing exceptional personal and professional client support. Her experience has served her well in assisting/maintaning a quality standard around both operational and managerial processes. 

        She has lived in Orange County, N.Y. for over 24 years with her husband Joseph, and has two grown daughters.
        Valerie Ellsworth

        Valerie Ellsworth

          • Senior Registered Client Associate
          Valerie has over 23+ years of financial services experience as a Senior Registered Associate. Val goes above and beyond for her clients to make sure their needs are met, as she believes in providing the highest level of customer service.

          She lives in Rosendale with her husband, Bruce and their two dogs Rocky and Rubi. She loves to travel, spend time with her granddaughter, Kya as well as her family. She also fosters dogs, transports dogs and conducts home visits with Mountain Rottie Rescue and S.N.A.R.R Northeast. Her and her husband founded Nothing but Love Canine Foundation Inc. in 2020 after rescuing and rehabbing their dog, Rocky a former bait dog. They have sponsored over 275 rescue dogs for spay/neuter services located in rural shelters since forming their foundation. Their program also sponsored 20 rescue dogs who need heart worm treatment since inception.