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 strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Ed Burke

Ed Burke

    • CERTIFIED FINANCIAL PLANNER™
    I 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.
    Jeff Altomari

    Jeff Altomari

        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 experience, 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.
        Valerie Ellsworth

        Valerie Ellsworth

            Valerie Ellsworth, (Senior Registered Client Associate) has over 25 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 four dogs Rocky, Rubi, Virginia, and Nova. She loves to travel, spend time with her granddaughter, Kya as well as her family. 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 1000+ rescue dogs for spay/neuter services located in rural shelters since forming their foundation. Their program also sponsored 60 rescue dogs who need heart worm treatment since inception to help them get out of the shelter and into rescue. They also foster dogs for NBLCF along with collecting supplies for rural areas all over the United States.
            Corey Burke

            Corey Burke

                Corey graduated from the State University of New York at Oneonta where he received his Bachelor of Science in Business Management in May of 2021. Prior to joining Sullivan and Associates, he worked for Paradise Coast Sports Complex in Naples, Florida where he oversaw business development and program coordination. He lives in New Paltz where he was born and raised.

                Investment and Insurance Products are:

                • Not Insured by the FDIC or Any Federal Government Agency
                • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                This information is intended for use only by residents of (AZ, CA, CT, FL, GA, IA, KY, MA, MD, ME, NC, NJ, NV, NY, PA, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

                For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

                Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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