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...

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...

John is a CERTIFIED FINANCIAL PLANNER™ who provides comprehensive financial planning and tax planning services and has more than 25 years of experience in taxation and finance. He holds his securities registrations with LPL...

Steve is a registered licensed professional experienced with the fiduciary duties of meeting advisory clientele needs, including providing portfolio construction, investment management, financial planning... 

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...

A.J. began his career in 1982 and has over 30 years of financial services experience, including long careers with one of the largest banking institutions in the U.S. and a renowned certified public accounting firm. He established A.J....

Denise Williams has been with Albany Financial Group since 1999, previously working as the Administrative Assistant to now-retired Advisor Len Valletta. Previously, she had a similar career with another financial services firm.

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...

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...

Carrie began working as full-time Administrative Assistant and receptionist for the office in November 2014. She previously worked at another financial planning office as a receptionist and sales execution team...

Ryan Duff, CFP®, joined Albany Financial Group in 2018 and has been in the financial services industry since 2012. Prior to joining AFG, Ryan had previous experience in wealth management, financial advisory and insurance services...

Maddy joined Albany Financial Group in April 2019 as an Administrative Assistant to Walter Klisiwecz, CFP®. Maddy assists in system management, processing paperwork, and ensuring a smooth process with each client-based operation....

Mike graduated from Clemson University in May 2018 with a B.S. in Financial Management and a concentration in Financial Planning. After graduating from Clemson University, Mike served as an Associate Financial Advisor for two years at...

In July 2015, Jim joined A.J. Amato Wealth Management as a Client Services Associate. In his position, Jim is responsible for assisting A.J. with the development of comprehensive financial plans, investment research, and providing high...

Laurie was hired in November 2012 as an Administrative Associate to help maintain quality client services in our ever growing firm. In December 2016, Laurie assumed the role of Branch Operations Manager. Prior to joining A.J. Amato...