Skip to main content

Albany

MeetingPoint - Albany

Our Albany Members

Get to know us!

Charles Amodio

CPA, CFF, MAFF, MBA

This email address is being protected from spambots. You need JavaScript enabled to view it.

Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Greg Barcomb

Senior Account Executive

This email address is being protected from spambots. You need JavaScript enabled to view it.

Any fool can know. The point is to understand.

The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:

Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants

Dave Barcomb

CEO for Hire

This email address is being protected from spambots. You need JavaScript enabled to view it.

Even the best mountain climbers need an experienced guide.

It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.

Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.

As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.

Blanchette

Jessica Blanchette

Associate

This email address is being protected from spambots. You need JavaScript enabled to view it.

Bond, Schoeneck & King PLLC

Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.

Steve Bronder

CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group

This email address is being protected from spambots. You need JavaScript enabled to view it.

I believe in the importance of continued personal and professional growth.

Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.

I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.

Brandon Castle

Licensed Real Estate Salesperson

CORE REAL ESTATE TEAM

Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine. 

Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022. 

Chris D'Ambro

Vice President, Commercial Loan Officer

This email address is being protected from spambots. You need JavaScript enabled to view it.

1st National Bank of Scotia

25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.

Jim Giordano

Virtual Chief Information Officer

TAG Solutions

Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.

Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.

Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.

James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.

Kevin Hanif 

Sr. Account Executive 

This email address is being protected from spambots. You need JavaScript enabled to view it.

GTM Payroll services inc

At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.

Eric Hungershafer

Financial Advisor

This email address is being protected from spambots. You need JavaScript enabled to view it.

Spring Street Financial

My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution.  Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.

Ryan Keleher

Member (Partner)

This email address is being protected from spambots. You need JavaScript enabled to view it.

Bond, Schoeneck & King, PLLC

Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts.  Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.

Read More

He routinely represents corporations, small businesses, construction companies, individuals, insurance companies, third-party administrators, public entities and school districts in a wide range of litigation matters.  Ryan represents clients in a variety of business/commercial disputes ranging from breach of contract, construction disputes, business torts, fraud, unjust enrichment, unfair competition, breach of fiduciary duty, tortious interference, partnership dissolution, waivers and releases, enforcement of employment agreements, covenants not to compete, non-solicitation and non-disclosure agreements.

In addition to business/commercial litigation, Ryan spends the other 50% of his practice in the areas of personal injury, premises liability, product’s liability, defamation, professional malpractice, construction litigation, Labor Law §§ 240(1), 241(6) & 200, motor vehicle accidents, fire loss, water loss, toxic tort, insurance coverage disputes and cybersecurity matters.

Ryan volunteers his time as a member of the Board of Directors for Court Appointed Special Advocates (CASA). The mission of CASA is to broadly support and develop local volunteer advocacy on behalf of the best interests of abused and neglected children. Ryan also handles landlord/tenant and prisoner rights pro-bono matters.

When Ryan is not practicing law, he is spending time with his family, working out, skiing, cycling, mountain biking, hiking, rock climbing and playing team sports. He is also an avid fan of college and professional sports and he has a strong passion for cars.

David Kubikian

Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.

HERZOG LAW FIRM P.C. - ESTATE AND ELDER LAW PLANNING, ADMINISTRATION AND LITIGATION

David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation. 

David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.

Peter Lauricella

Regional Managing Partner 

This email address is being protected from spambots. You need JavaScript enabled to view it.

Wilson Elser

Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.

Ashley Mahserjian

Attorney

This email address is being protected from spambots. You need JavaScript enabled to view it.

The Law Offices of Jean M. Mahserjian, Esq., P.C.

Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is  a certified mediator focusing her mediation practice on Family law and Elder law disputes.

Shawn Pepe

Principal Broker

This email address is being protected from spambots. You need JavaScript enabled to view it.

Transworld Business Advisors

Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.

The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.

Todd Stevens

Todd Stevens

Principal

This email address is being protected from spambots. You need JavaScript enabled to view it. 

Cresa

Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.

Matt Smith

Matt Smith

Merchant Consultant

This email address is being protected from spambots. You need JavaScript enabled to view it.

Roof Monster

Matt Smith, is the owner of Roof Monster, a full service roofing company.  Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.

Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.

Erika Wood

Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.

Meliora Law

Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions.  She brings clever ideas, a smile, and optimism to challenging situations.  She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues.  Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.

Interested in learning what we are all about?

Are you looking for new networking opportunities with like minded B2B professionals?

Contact us

Read more …Albany

Hudson Valley

MeetingPoint - Hudson Valley

Our Hudson Valley Members

Get to know us!

Charles Amodio

CPA, CFF, MAFF, MBA

This email address is being protected from spambots. You need JavaScript enabled to view it.

Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Roger Connor

Managing Director

Connor & Associates

Mark Copans

B.A.S.I.

President at Personalize It

Tom Frederick

Benefits Advisor

This email address is being protected from spambots. You need JavaScript enabled to view it.

Aflac

"Value your people. It’s inexpensive and makes all the difference."

Matthew Haye

Financial Advisor

This email address is being protected from spambots. You need JavaScript enabled to view it.

Financial Advisor at Northwestern Mutual

I grew up in the greater Albany area and pursued my studies at the University of Albany. Hard work has been instilled in me as a young child, so I continued working through college in order to pay for my education. Growing up in a working middle class family I learned early on the value of a good work ethic and commitment. I am privileged to have found a career with Northwestern Mutual where I can utilize my strong work ethic while fulfilling my dream of helping people.

Vince Lemma

Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.

Partner at Antalek & Moore Insurance Agency, LLC

Vince is a Partner in a full-service insurance and risk-management advisory firm offering customized commercial and personal insurance solutions.

Tom Lemmey

Director of Sales

This email address is being protected from spambots. You need JavaScript enabled to view it.

I help businesses lower their costs of labor.

Ethan Allen Workforce is a professional employer organization, or PEO, that serves as an outsourced human resources department for small and midsize businesses, providing vital employment services and them access to expertise and competitive employee benefits that they wouldn’t normally have.

John Morgan, AIF®, APMA®

President, Chief Investment Officer

This email address is being protected from spambots. You need JavaScript enabled to view it.

Mountain View Strategic Wealth

I founded Mountain View Strategic Wealth because I knew there was a better way to help individuals and families work toward their long-term goals, whether they involve a comfortable retirement or ensuring they can provide their children with a college education. I counsel clients to take stock of their current financial position, educate them on the many strategies available, formalize a plan of action, and then execute and fine-tune that plan as their lives change, so they can spend time doing what they love.

Read Full Bio

My career in investment management and financial planning began at a young age. Both of my parents grew up in the shadows of the Great Depression, and both of their fathers passed away when they were very young. Fortunately, both of my grandmothers were strong women, worked hard, and were able to put food on the table in safe and secure homes. To make a better life for our family, my parents were careful with their money, and saved for major expenditures in advance. Their life experience taught them that they should have a “rainy day fund,” to ensure that there was enough to pay for essential monthly expenses and longer-term needs, including higher education and retirement. It was only then that they would put their resources toward vacations, home improvements, or a new car, for example. I remember informally learning these lessons around the dinner table and carry them with me today.

I founded Mountain View Strategic Wealth because I knew there was a better way to help individuals and families work toward their long-term goals, whether they involve a comfortable retirement or ensuring they can provide their children with a college education. I counsel clients to take stock of their current financial position, educate them on the many strategies available, formalize a plan of action, and then execute and fine-tune that plan as their lives change, so they can spend time doing what they love.

In addition to working directly with families, trusts, and businesses, I have held diverse roles, including launching a mutual fund, analyzing and ranking exchange-traded funds (ETFs) for two mutual funds, publishing an investing newsletter, and helping two other firms grow into large investment advisers as a member of their executive teams.

To become better at my craft, I have earned two advanced designations: Accredited Portfolio Management Advisor℠ from The College for Financial Planning and Accredited Investment Fiduciary® from the Center for Fiduciary Studies. I hold myself to high standards within my profession and, as such, have been recognized as a "Five Star Wealth Manager" for 2021, 2022, and 2023 by Five Star Professional and featured in news outlets including the The Wall Street Journal, Fortune, Forbes, Hudson Valley Magazine, Poughkeepsie Journal, Southern Dutchess News, Beacon Free Press, and more. My Bachelor of Science degree in Industrial Economics is from Union College, where I earned Dean’s List honors.

Giving back to my community is an important part of who I am. I served on the investment subcommittee of the Community Foundations of the Hudson Valley for five years. I served as the Chairman of the Board of Directors of Abilities First and the Mid-Hudson Civic Center and sat on the board of the Dutchess County Regional Chamber of Commerce. In 2020, I became a Board of Education Trustee of the Wappingers Central School District, one of the largest non-city school districts in New York State; in 2023 I became the Vice President of the Board of Education.

My wife Elaine and I are fortunate to live in New York’s Hudson Valley with our three daughters. We enjoy attending various sporting events and music recitals, in addition to riding on the Dutchess Rail Trail, and are proud to provide a foster home for BluePath Service Dogs – autism service dogs in training.

Robert Ruotolo

Owner

Countrywide Financial Solutions

Robert has worked as an employee benefits consultant and broker for multiple organizations. This work inspired Robert to found Countrywide Financial Services. They quickly earned the respect of being a a nationally recognized financial company serving their clients' financing needs. In these trying times, most banks have a policy to lend money only to those companies that don't really need it. Additionally, most banks are one-dimensional and only do one type of financing. Countrywide Financial Solutions, with their expertise and our partnerships with national lenders can provide all of your financing needs. Whether you need to get new equipment, finance your accounts receivable and inventory, raise working capital, or acquire a company, Countrywide Financial Solutions can do it all. Whether your business has just started, or is well established, we have a financing solution for you.

Adam Simpson

Producing Sales Manager

Nationwide Mortgage Bankers

Adam Simpson has been a leader in the mortgage industry since 2006, bringing nearly two decades of expertise to his role as Producing Sales Manager at Nationwide Mortgage Bankers. Beyond his professional accomplishments, Adam is a dynamic networker and the founder of PNP, a small business networking group that flourished for over a decade with 12 chapters throughout the Hudson Valley, creating lasting connections and opportunities for local entrepreneurs.

Adam’s dedication to professional development and community service extends far beyond the mortgage business. In 2015, he launched a business book club to inspire lifelong learning among local professionals. As the former chair of The Career Achievement Program Committee and a current member of the Professional Development Committee for the Chamber Foundation, Adam helps facilitate The Leadership Dutchess program, shaping the next generation of business leaders. His passion for empowering others and creating impactful programs has solidified his reputation as a visionary and mentor within the Hudson Valley community.

Keith Studt

President

ITC

ITC is a technology company that focuses on commercial clients including businesses, municipalities and schools. Founded in 1989, ITC provides a broad range of technology solutions including: Access Control, Managed IT, Situational Awareness, Structured Cabling, Unified Communications, Video Surveillance, Wireless Networking, Voice over IP (VoIP) and others using Cloud and premises-based always-on technology.

Brooke Dana Youngwirth

Partner

Mackey, Butts & Whalen LLP Attorneys at Law

Brooke represents employees, as well as private and public-sector employers, before state and federal agencies, including the New York State Division of Human Rights and the Equal Employment Opportunity Commission.  These matters involve employment harassment and discrimination, labor violations, and various other federal and state claims. In addition, she frequently provides counsel services on a range of employment related topics. 

Brooke holds client training sessions and continuing legal education seminars on various topics including: employment discrimination and harassment prevention, institutional sexual abuse, discrimination and harassment investigations, electronic discovery and dispositive motions. Brooke also handles a variety of other types of commercial and civil disputes including franchise, foreclosure, and business litigation.  Brooke focuses her practice on litigation, contributing to the firm’s aggressive, ethical and cost-effective legal counsel for new and existing clients.

Interested in learning what we are all about?

Are you looking for new networking opportunities with like minded B2B professionals?

Contact us

Read more …Hudson Valley

Young Professionals

MeetingPoint - Young Professionals

Our Young Professional Members

Get to know us!

Charles Amodio

CPA, CFF, MAFF, MBA

This email address is being protected from spambots. You need JavaScript enabled to view it.

Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Benjamin Farstad

Attorney

This email address is being protected from spambots. You need JavaScript enabled to view it.

Attorney | Harding Mazzotti, LLP

Benjamin attended the University of Maine in Orono. During his undergraduate studies, Benjamin also spent a summer at the University of Maastricht in the Netherlands at the School of International Law and Public Policy. After graduating from the University of Maine cum laude with a bachelor’s degree in Political Science, Benjamin returned home to obtain his Juris Doctor from Albany Law School. While in law school, Benjamin began his legal career as a law clerk for Martin, Harding & Mazzotti working in the Connective Tissue, Mass Torts, and Litigation departments. Upon graduation, Benjamin was thrilled to receive an offer to join the litigation department full-time. Benjamin was admitted to the New York State Bar in 2022.

Joe Guerette

risk management consultant

RISK MANAGEMENT CONSULTANT AT ALLIANZ TRADE

Joe is a Risk Management Consultant with Allianz Trade. Joe received his MBA from the College of Saint Rose in Albany, NY. With a five-year collegiate baseball background at Saint Rose, he brings a competitive spirit to his role. Joe specializes in crafting strategic solutions that not only protect against non-payment but also foster business expansion for his clients. At Allianz Trade, Joe is dedicated to empowering companies to navigate uncertainties confidently, ensuring their long-term success in the marketplace.

Tyler Kuznia

CLCS

This email address is being protected from spambots. You need JavaScript enabled to view it.

Vice President, Commercial Lines | Non-Profit Practice at USI

Tyler is a Commercial Lines Vice President in USI’s Upstate NY Non-Profit Practice who has served the greater Albany market and beyond for 6 years as an insurance and risk management advisor. He comes to USI with expertise in helping large non-profit human service agencies reduce their total cost of risk, protect their people, assets, and reputation, and support the individuals they serve. Tyler is passionate about partnering with non- profits to deliver bottom-line financial impact and solutions that help his clients create competitive advantages and execute their community-centric missions.

Zack LaFave

This email address is being protected from spambots. You need JavaScript enabled to view it.

financial services professional | charter oak financial group

Zack is a Financial Services Professional with Charter Oak Financial focusing on individual & business financial planning, investment management, and insurance. Zack earned his Bachelor of Business Management from SUNY Canton in 2022 while competing in two DIII sports, Lacrosse & Golf.  Zack is still an avid golfer and is able to continue his passion for lacrosse by coaching at his alma mater, South Glens Falls High School.  In addition to his coaching, Zack stays involved in the community through his work as an ambassador for the Adirondack Regional Chamber of Commerce and as a board member for the Glens Falls Civic Center Foundation.

Christian Leva, CPE

This email address is being protected from spambots. You need JavaScript enabled to view it.

Analyst | FAZ Forensics

Christian is currently an Analyst with FAZ Forensics, where he focuses on forensic accounting and business valuation engagements, as well as the analysis of business interruption, economic damage, and lost earnings claims.

Christian earned a Bachelor of Science degree in Accounting with a focus in Finance, from the Smeal College of Business at Penn State University. His coursework at Penn State provided Christian with a valuable introduction and experience in forecasting, business valuation, financial reporting, and accounting information systems. Driven by creating value for clients, his team at FAZ, and himself, Christian is currently working towards his Certified Fraud Examiner (CFE) and Certified Public Accountant (CPA) designations.

Emily O'Halloran

Attorney | estate, elder and business law

Emily earned  a Bachelor of Science degree in 2020 from the University at Albany in Financial Market Regulation, and Criminal Justice, with a minor in Business Administration. In 2023, she graduated from Albany Law School with a concentration in Business Law. Emily is currently an Associate Attorney at the Harris-Pero Law Firm, PLLC.  She focuses her practice on estate planning and business law. Particularly, she enjoys bringing clients peace of mind whether through protection and management of assets within their estate, or by helping form and run their business smoothly. Emily also serves as a committee member of the University at Albany Graduates of the Last Decade (GOLD) Alumni Group, and as a board member for Saratoga PLAN.

Matthew Rimkunas

This email address is being protected from spambots. You need JavaScript enabled to view it.

Associate | The Wagoner Firm PLLC

Matthew graduated from the State University of New York at Albany in 2018 and Albany Law School in 2021. Since then, he has represented businesses and business owners, ranging from startups to mature companies, on a variety of business-related issues. Matthew’s primary areas of focus are corporate law, commercial transactions, real property issues, and commercial litigation. Matthew represents clients in a variety of litigation matters, including breach of contract, breach of fiduciary duty, tortious interference, and other related claims in both state and federal courts. He also represents and counsels clients on a variety of corporate transactions, including the acquisition and sale of assets and business interests.

Samuel Tesfamariam, CPE

CBEC

This email address is being protected from spambots. You need JavaScript enabled to view it.

Analyst | FAZ Forensics

Samuel Tesfamariam Haile is currently an Analyst at FAZ Forensics, where he focuses on forensic account and business valuation engagements. With a keen analytical mindset and diverse experience, Samuel brings valuable insights to the firm. Samuel holds a bachelor’s degree in Business Management and Economics from Skidmore College, where he developed a strong foundation in business principles. Continuing his academic journey, he earned a master’s degree in Economics from the University at Albany (SUNY), specializing in economic forecasting to understand modeling techniques at a deeper level.

Driven by a passion for continuous growth and professional excellence, Samuel recently received the Certified Business Exit Consultant (CBEC) certification designation from the International Exit Planning Association (IEPA). This dedication showcases his commitment to staying at the forefront of industry practices and providing exceptional services to clients.

Natalie Vogel

Management-side labor and employment attorney | Bond, Schoeneck & King, PLLC

Natalie is a management-side labor and employment attorney at Bond, Schoeneck & King, PLLC. Natalie serves employers in all aspects of labor and employment law, including employment litigation and counseling. Her experience includes counseling employers on compliance with federal and state employment laws, including wage and hour, leave, and anti-discrimination laws; assisting employers before various federal, state, and local administrative agencies, including the Equal Employment Opportunity Commission and New York State Division of Human Rights, as well as federal and state courts; assisting employers on “traditional” labor matters, including labor arbitrations and proceedings before the National Labor Relations Board; and reviewing and developing employee handbooks and policies.

Interested in learning what we are all about?

Are you looking for new networking opportunities with like minded B2B professionals?

Contact us

Read more …Young Professionals

Saratoga Springs

MeetingPoint - Saratoga Springs

Our Saratoga Springs Members

Get to know us!

Charles Amodio

CPA, CFF, MAFF, MBA

This email address is being protected from spambots. You need JavaScript enabled to view it.

Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Christopher Burke

Manager

This email address is being protected from spambots. You need JavaScript enabled to view it.

Teal, Becker & Chiaramonte - Certified Public Accountants & Advisors

As a Manager for TBC Chris specializes in audit, review, compilation, and tax engagements for commercial clients primarily in construction and manufacturing industries. Chris also oversees several employee benefit plans. He’s a member of the construction and manufacturing committees within the firm.

Prior to TBC, Chris worked in the audit department at a small regional accounting firm in Glastonbury Connecticut for several years.

Outside of work Chris enjoys playing golf, spending time with his wife Miranda and his 3 year old dog Mia, and rooting for the Buffalo Bills.

Leslie D'Angelico

Arrow Financial

This email address is being protected from spambots. You need JavaScript enabled to view it.

Connecting Small Businesses and Individuals to the right financial solutions...

Andrea Gorgen

Employee Benefits Sales Executive

This email address is being protected from spambots. You need JavaScript enabled to view it.

Employee Benefits Sales Executive at marshall & sterling

Andrea Gorgen is an Employee Benefits Sales Executive at Marshall & Sterling, a 160 year old leader in employee benefits, property and casualty insurance and wealth management. Andrea is responsible for generating new growth opportunities in Northern New York by combining proven cost containment strategies, technology and superior account management solutions into one cohesive package for the benefit of Marshall & Sterling’s current and prospective clients.

Andrea joined the Employee Benefits Division in 2021 after several years working as a travel agent and territory sales executive in other industries. Recognized as "top rookie", a "rising star" and also a recipient of a sales spotlight for her time in those previous roles, Andrea's experience has proven to be invaluable as she navigates her shift into providing employee benefits. Her high quality of service to her clients is evident as she works to advise and help employers manage their risk and achieve their health insurance goals through industry analysis, strategic planning, and detailed information and support as they navigate their benefits needs and requirements.

Andrea earned a Bachelor’s Degree in Criminal Justice from SUNY Oneonta where she also minored in Communications. In 2022, she was a member of the Presidents Club for Marshall & Sterling. She plays volleyball regularly and often supports Red Cross blood drive initiatives. 

Megan
Harris-Pero

Managing Attorney

This email address is being protected from spambots. You need JavaScript enabled to view it.

Managing Attorney

Megan founded the Harris-Pero Law Firm, PLLC in 2015 to help individuals, families and business owners navigate life’s transitions wisely and comprehensively. After working in both large and small firms, Megan wanted to create a warm, individualized experience for every client in the areas of: estate planning (wills and trusts), estate settlement (probate and administration), agricultural law (conservation easements), and business law (business formation and business succession). Planning ahead provides peace of mind. We are a boutique firm with a small group of dedicated legal professionals who believe in striving to protect our clients from life’s uncertainties and help during times of need. As we continue to grow – we remain committed to giving back to our community by serving on the Agricultural Stewardship Association’s board and supporting other local charities .

Joey Lufkin

Corporate Account Manager

This email address is being protected from spambots. You need JavaScript enabled to view it.

Adirondack Technical Solutions

Joey Lufkin, Sales Manager at ADKtechs. His focus is to build ADKtechs’ customer relations, marketing efforts, and sales force in the Glens Falls, Saratoga, Albany, and surrounding regions. He is a graduate of Hartwick College, where he earned his B.S. in Business Administration and played collegiate basketball. In his off hours, you can find him spending time with his wife, Miranda, and his son Luka. He also enjoys working out, traveling, attending sporting events, and boating in the summer months.

Michael Nelson

Partner & Creative Director

This email address is being protected from spambots. You need JavaScript enabled to view it.

Partner at Five Towers Media (formerly Spa City Digital)

Our mission is to give unwavering support to entrepreneurs and small business owners with new client acquisition and company communications. We know how complex the digital universe has become and we want to help our clients navigate it successfully. Whether it is Graphic design, Websites, Digital Marketing, Content Creation, or Communications we make marketing easy.

Elizabeth O'Reilly

Meliora Law

This email address is being protected from spambots. You need JavaScript enabled to view it.

Approaching the practice of law with attention to detail...

Elizabeth (Liz) O’Reilly is an Associate with Meliora Law, PLLC who approaches the practice of law with attention to detail, collegiality, and a client-centered focus.  She assists clients with corporate, health care, and trust & estates matters.  Liz brings a dynamic and personal approach to lawyering and tackling the ever-changing regulatory landscape her clients find themselves in. 

Tom Schin

Owner, Build Better Culture

This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Culture, Leadership Development, and Employee Engagement expert helping you retain your most valuable resource - your employees.

My focus is to help you, your customers and your organization improve your workplace culture, increase employee engagement, and provide professional development for your managers (helping them become leaders). When's the last time your supervisors / managers received training on how to lead? Let's start that conversation today!
Matt Schunck

Matt Schunck

Account Executive

This email address is being protected from spambots. You need JavaScript enabled to view it.

Account Executive at Ten Eyck Group

Matt Schunck is an Account Executive with the Ten Eyck Group where the agency is a Capital Region staple being independently owned since 1905. The Ten Eyck Group specializes in commercial and business insurnace, employee benefits insurance, and personal insurance while being licensed in almost 40 states. Matt focuses on Real Estate Development, Construction, Manufacturing, and Non-Profit Organizations. Matt engages with an up-to date communication style that his clients find reliable and valuable, while empowering people to understand change that leads success and helps their bottom line.
Matt Schunck

Neal Stimler

President

President at Stimler advantage

Neal Stimler, President of Stimler Advantage, an executive management consulting firm, helps leaders and organizations thrive in today's changing world.  His consulting firm provides business and IT services, from strategic planning to technology implementation.  With international experience, Neal empowers organizations to be dynamic, resilient, and sustainable. 

Paul Zarecki

Forensic Accountant

This email address is being protected from spambots. You need JavaScript enabled to view it.

Helping Attorney's and their Clients Investigate Fraud and Resolve Complex Financial Litigation Matters

I work with a talented team of Forensic Accountants! We successfully resolve financial disputes, conduct investigations, analyze economic losses, and calculate business value.

Interested in learning what we are all about?

Are you looking for new networking opportunities with like minded B2B professionals?

Contact us

Read more …Saratoga Springs

Glens Falls

MeetingPoint - Glens Falls

Our Glens Falls Members

Get to know us!

Charles Amodio

CPA, CFF, MAFF, MBA

This email address is being protected from spambots. You need JavaScript enabled to view it.

Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Jessica R. Botelho, Esq.

Estate and Elder Law

This email address is being protected from spambots. You need JavaScript enabled to view it.

Estate Planning Attorney | Business Owner | Botelho Law, PLLC

I founded Botelho Law to help individuals and families prepare for the expected and unexpected by providing customized solutions to estate and long-term care planning needs.

My goal is to make the planning process less scary. Typical legal documents I prepare for clients include Wills, Powers of Attorney, Health Care Proxies, and Trusts. I also assist clients with navigating the long-term care world (including applying for Medicaid for nursing home care) and settling estates when a loved one has passed away.

Lourene Bouffard

Bookkeeping Master

This email address is being protected from spambots. You need JavaScript enabled to view it.

Lead Strategist and Payroll Specialist of Every Penny Bookkeeping

Helping Businesses grow has been my passion for many years. When in the corporate world I would take a business that was struggling and turn it around by taking a look at their financials, systems and processes and future goals. From there I would devise a plan that will ultimately get them where they wanted to be, while working along side them to get it there.

Vittoria Buzzelli

Counsel

Meliora Law, PLLC

Tori is an experienced corporate attorney, providing comprehensive legal guidance to private companies and non-profits at all stages and across various sectors. Tori understands that every business has unique needs and tailors her advice and services accordingly. Tori assists with formations, governance agreements and advice, ownership structuring, funding and investments, commercial contract review and negotiation, reorganizations, succession planning, mergers and acquisitions, and corporate compliance. Tori also brings specialized knowledge in non-profit law, advising organizations at the intersection of corporate, fundraising, and state and federal tax law, and helping them to preserve their tax-exempt status.

Janice Durant

Franchise Business Consultant

New Trails Business Consultants, Inc.

As a franchise business consultant, I partner with aspiring and current business owners, guiding them in identifying franchise concepts that align with their financial qualifications, lifestyle goals, dreams, and passions. With an unbiased, consultative approach, I work with individuals to match them with one of over 800 franchise opportunities across more than 100 industries, including fitness, wellness, pet care, food services, senior care, beauty, home services, restoration, childcare, travel, technology, restaurants, and more.

In addition, I support established businesses with strong reputations, proven processes, and solid financial performance in becoming franchise brands.

Let’s find the right franchise opportunity for you, or take your existing business to national through franchising.

Visit my website here.

Ryan Haig

Account Executive

This email address is being protected from spambots. You need JavaScript enabled to view it.

Amsure, the insurance division of The Adirondack Trust Company

Ryan earned an associate’s degree in business administration from SUNY Adirondack and a bachelor’s degree in business from Skidmore College.  Having achieved his Certified Insurance Counselor (CIC) designation, Ryan now serves as a trusted advisor at Amsure providing risk management services for commercial clients primarily in Warren, Washington, and Saratoga counties. 

Having moved to upstate NY in 2010 and experienced the generosity of the North Country community that has benefitted him both personally and professionally, Ryan is passionate about creating community and servant leadership.

Ryan resides in northern Saratoga County with his wife, Tiffany and two children, Elsie and Adam.

Joshua Koons

Engagement Engineer

Engagement Engineer at ADNET Technologies

At ADNET Technologies, we’re dedicated to providing our clients the IT services they need to achieve their goals efficiently and securely. If you’re looking for a partner you can trust to manage IT, cloud and cybersecurity for your organization, our team of experienced professionals can help.

As an Engagement Manger, I bring 15 years of experience in the industry to support your organization. My goal is to build and maintain a strong relationship as your trusted advisor. You can count on me as your personal advocate – both within your organization and at ADNET – where I can leverage the full resources of ADNET and New Charter Technologies to meet your needs. I’ll work to accurately set and manage expectations, oversee your account, offer strategic recommendations, and support you with projects.

Chad Marvin

Area Vice President

Gallagher Benefit Services, INC.

I am from Clifton Park, NY, attended Siena College and currently live in Ballston Lake, NY. I have 13 years of employee benefit specialized industry experience.  My career began with 6 years on the Broker side with Brown and Brown of Albany (formerly Rowlands + Barranca Agency) and 6 years with Anthem (formerly Empire BlueCross) as a strategic large group account manager. I am currently the Area Vice President at Gallagher Benefit Services (Latham, NY Office) where I serve as a benefits consultant for existing clients and I work in a new sales capacity as well with prospects.

Michael Nelson

Partner & Creative Director

This email address is being protected from spambots. You need JavaScript enabled to view it.

Partner at Five Towers Media (formerly Spa City Digital)

Our mission is to give unwavering support to entrepreneurs and small business owners with new client acquisition and company communications. We know how complex the digital universe has become and we want to help our clients navigate it successfully. Whether it is Graphic design, Websites, Digital Marketing, Content Creation, or Communications we make marketing easy.

Kevin Porpora

Residential Mortgage Originator

This email address is being protected from spambots. You need JavaScript enabled to view it.

Residential mortgage originator at arrow bank

My interests include coaching my kids in various sports, family, swimming, skiing, golf, reading, being active in the community, and helping people with their home financing. I can help you buy or build a house or refinance from Albany to Plattsburgh.  I specialize in construction loans, second homes, first time homebuyers (grants and low downpayment options available), and investment properties. Pretty much any situation with a residential home (four units or less) involved.

Eric Ryan

VP

This email address is being protected from spambots. You need JavaScript enabled to view it.

commercial banking relationship manager at TD bank

Leveraging over 20 years of experience in consumer, small business, and commercial banking, I deliver an array of financial and risk management tools that equip and empower businesses to execute key strategic moves with confidence.  My clients are concentrated in New York's Capital District and reach throughout Upstate NY and beyond.   

Beyond banking, I actively engaged in the community. I am an active volunteer at my church and serve as a director and committee member for various local and regional non-profits and trade organizations. I understand the unique needs of my community. 

I am a lifelong resident of the Saratoga-Glens Falls-Lake George Region (currently residing in Greenwich, NY).  When i'm not helping clients succeed, you can find me spending time with my wife, Amanda, and our three boys and two girls.  My hobbies include homesteading, music, college basketball, hiking, and mountain biking.

Brian Stidd

Brian Stidd

CPA, CVA

This email address is being protected from spambots. You need JavaScript enabled to view it.

Owner of Stidd CPA, PLLC

Brian has nearly 20 years’ experience in both public accounting and the private sector.  His experience in both public and private gives him a unique ability to assist businesses. Brian specializes in business and individual tax planning, advisory and preparation as well as general business accounting and advisory. Brian graduated with his Bachelor of Business Administration degree from Siena in 2005 and became a Certified Public Accountant in New York in 2007.

Alan VanTassel

Chief Sales Office

This email address is being protected from spambots. You need JavaScript enabled to view it. 

518-232-8000

Outsourced VP of Sales, Helping B2B Businesses Achieve Breakthrough Sales Growth

I bring 30+ years of sales leadership expertise and an immense passion for helping small to mid-sized businesses grow profitable revenue. I've worked with hundreds of businesses across many industries and have a tremendous appreciation for the 'real-world" life of a business owner.

As an Outsourced VP of Sales, I provide hands-on sales leadership expertise on a part-time (fractional) interim basis to help your company achieve sustainable revenue growth and profitability by leveraging the power of Sales Xceleration's proven sales growth and sales management systems. Contact me today to learn how I can help you.

Wendy Waldron

Wendy Waldron

Certified EOS Implementer®, Owner of WaldronWorks, LLC

This email address is being protected from spambots. You need JavaScript enabled to view it.

GET A GRIP ON YOUR BUSINESS WITH EOS®

I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system. Isn't it time? Let's get to work!

Visit my website here.

Interested in learning what we are all about?

Are you looking for new networking opportunities with like minded B2B professionals?

Contact us

Read more …Glens Falls

More Articles …