Our Team

Our team strives to deliver customized plans tailored to our client's needs, and we back that with unparalleled client service. We take pride in helping our clients develop tax-efficient, long term financial plans to achieve their personal and business goals.

The Anderson Financial Group Team

 

Joseph M Anderson , CFP®, CLU®, ChFC®, CASL®

Founder and Private Wealth Advisor

Office 518-583-0041 ext. 125


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Jason F Valentino , CFP®, ChFC®, CLU®

Private Wealth Advisor

Office 845-224-0002


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Barbara A Bertrand , CLU®

Chief Operating Officer and Private Wealth Advisor

Office 518-583-0041 ext. 105


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Zachary S Mueller

Director of Portfolio Research and Advisory

Office 518-583-0041


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Louise A Paladino

Director of Operations

Office 518-583-0041


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Nicole Winacott

Associate Financial Representative

Office 518-583-0041


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Kyle J Houser

Associate Wealth Management Advisor

Office 518-583-0041


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Karen A Hoffman , CLTC®

Director of Insurance Operations and Services

Office 518-583-0041


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Sarah Schotts

Associate Financial Representative

Office 518-583-0041


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Jonathan Krist , CFP®, ChFC®, CDFA®

Private Wealth Advisor and Director of Financial Planning

Office 518-583-0041


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Lauren E Houser

Director of Marketing and Client Experience

Office 518-583-0041


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Rebecca Smith

Executive Assistant

Office 518-583-0041


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Erin White

Executive Assistant

Office 518-583-0041


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Ada Keefe

Receptionist

Office 518-583-0041


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