The Albany Financial Group Team

Leonard Valletta

Leonard Valletta, CFP®, MS
CERTIFIED FINANCIAL PLANNER™

Leonard Valletta is a Magna Cum Laude graduate of Siena College and holder of a Master’s Degree in Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner through the Certified Financial Planner Board of Standards, Inc. Mr. Valletta is past president of the Financial Planning Association of Northeastern New York, and continues to serve on a committee for the association. He has been in practice since 1984, all with Albany Financial Group.

Len is a fully trained and registered professional experienced in comprehensive financial planning and money management for individuals and small businesses. His particular areas of expertise are Retirement Planning, Investment Management and Estate Planning. He is deeply committed to helping people pursue their financial goals and feels a strong sense of responsibility to help his clients enjoy the money that they have worked so hard to acquire.

He is also one of WRGB’s (channel 6) Answers Team members and is called upon frequently to comment on the market and other financial planning topics. Len has also made several guest appearances on WTEN (channel 10), WNYT (channel 13), YNN (channel 9), and is an occasional contributor to the Capital District Business Review, the Daily Gazette and the Albany Times Union. He is a member of LPL Financial’s prestigious Chairman’s Council, which less than 2% of the companies 13,000 plus representatives qualify for. Len is also a member of the Private Advisor Group’s Advisory Board where he assists his registered investment advisor with key business decisions regarding the support and services the board provides to help other advisors like himself across the country.

He resides in Guilderland with his wife, Patty, and their children Marissa and Michael.

Joseph J. Hermann

Joseph J. Hermann 
LPL Financial Planner

Since Joe joined Albany Financial Group in 1996, he’s been providing retirement planning and investment management strategies for business owners, individuals and their families. He’s conducted several seminars and contributed articles to local publications on the topics of retirement, investment, and estate planning.

Joe received his Bachelor’s degree in Business Management and Economics from the State University of New York. He also attended the College of St. Rose, where he completed American College’s Financial Planning Program. He is a current member of the Financial Planning Association of Northeastern New York.

As an LPL Financial Advisor with Albany Financial Group, Joe understands everyone’s economic and life situation is unique. He believes it is the personalized service he provides that allows him to match the client’s goals, needs, and objectives with the proper financial strategies.

Joe lives in Saratoga with his wife, Donna, and his daughters Kelsey and Marissa.

Walter Klisiwecz

Walter Klisiwecz, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™

Walt Klisiwecz, CFP,® MBA provides comprehensive, personal financial planning to families and individuals throughout the New York Capital Region and the Northeast.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) since 2001, Walt provides a comfortable atmosphere for you to envision your future and clearly define your goals. He will help you to coordinate all elements of your finances such as investments, insurance, and fixed income sources. The result is a comprehensive plan with the highest probability of reaching your goals while maintaining and improving your quality of life.

He received his Bachelor of Science, Accounting in 1989 and an MBA in 1999 from the State University of New York at Albany.

Walt is an active member of the Financial Planning Association of Northeastern New York and is a member of the Bethlehem Chamber of Commerce. He is an avid cyclist who has completed several 25, 50 and 100 mile bike rides to benefit various charities. Walt resides in Delmar with his wife and two sons.

John Gigliello

John Gigliello, MBA, EA
LPL Financial Planner

John provides comprehensive financial planning and tax planning services and has over 25 years of experience in taxation and finance. He holds his securities registrations with LPL Financial and is designated by the United States Treasury Department as an Enrolled Agent (EA). This designation allows him to practice and represent his clients before the Internal Revenue Service.

John earned his Master’s Degree in Accounting and is an adjunct faculty member at Siena College's nationally accredited School of Business. He has taught numerous accounting courses, as well as courses in corporate and personal finance. He worked for KeyCorp, Ayco Financial Planning and held management positions with Matthew Bender & Co. and Trans World Entertainment.

John realized a life-altering experience in 2001 when he was diagnosed with a benign brain tumor. He has since devoted time to establishing a support group in the Capital District for those who have had similar experiences. John is also a Board Member of the Acoustic Neuroma Association located in Atlanta, Georgia.

John resides in Colonie with his wife, Rose, and daughters Julianna and Maria. His hobbies include reading, golf, cooking and family activities.

Tony Pettograsso

Tony Pettograsso
LPL Financial Planner

Tony Pettograsso joined Albany Financial Group in 1990 after graduating from Siena College, where he earned a Bachelor of Arts degree in Finance. Tony specializes in working with family-run businesses with a focus on estate planning concerns, group retirement strategies and benefit planning. In addition, he has a large group of clients who are senior citizens.

Tony has aided various charitable organizations in fund raising events throughout the Capital District.

He resides in Guilderland, New York.

Christopher Battiste

Christopher Battiste CFP®, MBA
CERTIFIED FINANCIAL PLANNER™

Christopher Battiste is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds an MBA from Union College. He has more than 20 years of financial planning and investment experience, specializing in estate planning and asset management and distribution strategies for retirement.

Chris returned to AFG in June 2012 to concentrate exclusively on servicing clients, after serving seven years as manager of the investment division of the Mass Mutual Albany Agency. At Mass Mutual, Chris was responsible for growing the agency’s investment business, supervising registered representatives, and acting as one of the agency's registered principals.

Chris is a past president of the Estate Planning Council of Eastern New York and also a former board member of the Financial Planning Association of Northeastern New York.

He resides in Niskayuna with his wife Maureen and daughters, Lisa and Christina.

Sandy Curcurito

Sandy Curcurito
Administrative Assistant to Leonard F. Valletta, CFP®, MS

Sandy joined Albany Financial Group in February 1994. She is now semi-retired while serving two days a week as the receptionist and office manager.

Sandy graduated from Albany Business College with a Medical Secretary degree. She resides in Feura Bush with her husband, Charlie, and their Golden Retriever, Abby. They enjoy golfing and fishing.

Denise Williams

Denise Williams
Executive Assistant to Leonard F. Valletta, CFP®, MS

Denise Williams has been the Administrative Assistant for Len Valletta since 1999. Prior to working with Len, she had a similar career with another financial services firm.

Denise graduated from the State University of New York at Oneonta with a Bachelor's degree in Business Economics and a minor in Management.

Denise is extremely organized and detail oriented. She strives to make the paperwork and service issues as easy as possible for the clients. Her focus is to make sure that all clients have a positive experience while working with Len and his team.

She currently resides in Schenectady with her husband, Matt, and her two dogs, Emmitt and Whitten. She enjoys reading and watching football.

Karen Blesser

Karen Blesser, Registered Paraplanner
Administrative Assistant to Joseph Hermann

Karen has been Joseph Hermann’s Administrative Assistant since January of 2007. As Joe’s assistant, she strives to keep Joseph’s focus on his client’s and their needs while she focuses on the background aspect of the business, such as client review preparation, applications/forms and keeping track of all pending matters, just to name a few.

Karen has been in the financial industry since 2000, and prior to that worked in the food service industry. She graduated from SUNY Cobleskill, where she earned her degree in restaurant management, and more recently obtained her Paraplanner certification through the College of Financial Planning.

Karen now resides in Rotterdam where she lives with her husband Tom, daughter Alexis and step-daughter Briana.

Christine Bornt

Christine Bornt
Administrative Assistant to Leonard F. Valletta, CFP®, MS

Christine came to Albany Financial Group in December of 2006 as Administrative Assistant to Len, bringing with her over 23 years of administrative background in financial services.

Christine attended the St. Rose College in Albany New York, studying Speech Pathology for two years, and graduated from Hudson Valley Community College, receiving a degree in Human Services.

She takes great pride in her role and always tries to maintain a positive attitude in whatever she does.

She resides in Wynantskill, New York with her husband Ed and daughter Jackie. They are all active in tennis. Christine also enjoys working out at the gym and cooking.

Mary Beth Flagler

Mary Beth Flagler
Administrative Assistant to Leonard F. Valletta, CFP®, MS

Mary Beth joined Albany Financial Group in November 2011 as a part time receptionist and is now serving as an Administrative Assistant to Len Valletta. Mary Beth’s focus in the office is to provide Len’s clients with the best possible customer service. In addition to her daily duties, she organizes various community outreach projects.

Prior to joining AFG, Mary Beth volunteered on several boards and committees related to her children's school and sports activities.

Mary Beth has more than 12 years of work experience in the health insurance industry where she fulfilled various roles in customer service management. She has an accounting degree from Hudson Valley Community College.

She resides in Delmar with her husband, Joe, and children Jared, Zach and Samantha. She enjoys cooking, gardening and family activities.

Lisa La Plante

Lisa La Plante
Administrative Assistant to John Gigliello, MBA, EA

Lisa joined Albany Financial Group in March 2012 as Administrative Assistant to John Gigliello. In November 2014, she earned the designation of Registered Paraplanner from the College for Financial Planning.

Lisa assists clients with their service needs, including processing paperwork and preparing periodic reviews of their accounts, as well as maintaining client communications through the website and social media.

Lisa is a Magna Cum Laude graduate of Syracuse University, where she earned a Bachelor's degree in magazine journalism and political science. She previously worked as a journalist before taking time off from her career to raise her daughters. During that time, Lisa worked part-time in real estate and served on the volunteer board of the local MOMS Club, organizing member activities as well as community service projects.

Lisa lives in East Greenbush, New York, with her husband, John, and daughters, Lillian and Danielle. She enjoys running, cooking and reading.

Chrissie Ormsbee

Chrissie Ormsbee, Registered Paraplanner
Administrative Assistant to Joseph Hermann

Chrissie was born, raised and educated in London, England, where she obtained a diploma in Business and Legal Administration from Bromley College of Technology. She began her career in the financial services industry with Prudential Bache in Cologne, Germany. After returning to London, Chrissie joined WBB Commodities Ltd as an administrative assistant and worked on both the European and United States commodity markets, achieving the title of Chief Administrative Officer.

In 1996 she was transferred to Greenwich, Connecticut to help form a Commodity Trading Advisor (CTA) as a joint venture with a United States Introducing Broker. From 2001 until 2012 Chrissie worked for Morgan Stanley Smith Barney as a Client Service Associate, where she managed the preparation for client meetings and the contact management system.

She holds her securities registrations: Series 7, Series 63 and 65 at LPL Financial and is a Registered Paraplanner.℠

Chrissie now serves as a Paraplanner for Joe Hermann. In addition to client service, she provides support in the areas of investment analysis and strategies, as well as updates and monitors clients' financial plans.

Chrissie lives with her husband, Jeff, and two sons, Jack and Matthew in Burnt Hills. She serves on the Board for the local Shellstrong Foundation.

Carrie Cronin

Carrie Cronin
Administrative Assistant to Leonard F. Valletta, CFP®, MS

Carrie began working as full-time Administrative assistant for Leonard Valletta and receptionist for the office in November 2014. She previously worked at another financial planning office as a receptionist and sales execution team member. There, she supported the new representatives in the office in setting up their files and getting them started with the personal planning analysis for new clients, with a focus on life insurance.

Carrie is New York State licensed in Life, Accident and Health (LAH) and holds an Associates Degree in Physical Education from the State University of New York at Cobleskill. Although she loves her administrative duties, what she really enjoys is the client interaction and providing a welcoming and personal experience for all who enter the office.

She resides in Clifton Park with her husband John and their dog Rooney, and cats Newman, Mia and Sterling. She enjoys traveling, reading and rides horses at a local hunter/jumper-focused training facility.

Hosin Din

Hosin Din 
Administrative Assistant to Walter Klisiwecz, CFP®, MBA

Hosin began working for Walter Klisiwecz, CFP in October 2015. Prior to this, she worked as an Assistant Manager for five years in two retail locations, both in Albany, NY. In these positions, she was often recognized for her excellence in increasing sales and for quality customer service throughout her team. She is passionate about providing outstanding service to each and every client.

Hosin holds her A.A.S. in Liberal Arts from Hudson Valley Community College. Hosin served on the Student Senate for one year while attending college and as the president of the school’s Muslim Student Association for two consecutive years. Along with learning the ins and outs of the financial world, she hopes to one day run her own business as well.

Currently, Hosin lives with her family and cat, Emma, in Colonie, NY. She loves spending time with her friends and large extended family. She is a member of the Muslim Soup Kitchen, where she volunteers monthly to provide meals for homeless shelters in the Capital District. In her spare time, Hosin enjoys power yoga, outdoor activities such as hiking and kayaking, and finds her creativity through cooking.

Steve Kennedy

Steve Kennedy
Paraplanner to Leonard F. Valletta, CFP®, MS

Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP® ), CDFA® , who joined Albany Financial Group in 2016 and has been in the financial services industry since 2008. Prior to joining AFG, Steve had previous experience in wealth management and insurance services with companies such as Ayco, a Goldman Sachs Company, and Axa Equitable.

Steve works on Len Valletta's team, assisting Len with providing portfolio construction and planning preparation for Len’s clients. Steve graduated from Siena College with a Bachelor’s of Science. He is a member of the Financial Planning Association of Northeastern New York.

Steve resides in Clifton Park with his wife, daughter and son. He enjoys spending time with family and traveling.  

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Albany Financial Group are separate entities from LPL Financial.

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