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...

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...

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...

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...

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 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...

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...

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...

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 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...

Husn 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...

Steve is a Certified Investment Management Analyst (CIMA®) professional, CERTIFIED FINANCIAL PLANNER™ (CFP®), CDFA™, who joined Albany Financial Group in 2016 and has been in the financial services industry since...

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...

Laurie joined Albany Financial Group in December 2018. She job shares with Mary Beth Flagler as a part-time receptionist and administrative assistant to Len Valletta. Laurie’s goal is to make sure clients have a pleasant...

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 her role as Client Service Associate, Ann is responsible for all the day to day non-client office administration as well as assisting with client servicing. Prior to joining the firm in September 2016, Ann worked for over 30 years...

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...