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®

Wealth Management Advisor and Founder

Office 518-583-0041 ext. 125


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Barbara A Bertrand , CLU®

Practice Manager

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®

Private Wealth Advisor and Director of Financial Planning

Office 518-583-0041


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Jadyn Marie Dawes

Financial Planning Analyst

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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Ami L Sherwood

Executive Assistant

Mobile 518-459-4665


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Shannon Rocks

Executive Assistant

Office 518-583-0041


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Erin White

Receptionist

Office 518-583-0041


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