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.
Michelle Barone Media
Michelle ownes Michelle Barone Media, a woman owned company where she positions you to be so good they can’t ignore you. Michelle comes from a marketing & creative background. She prides herself in being approachable, open, and collaborative. Michelle believes in achieving more together by partnering with her clients to deliver break- through strategies and innovative ideas.
Connor & Associates
President at Personalize It
Rhinebeck Bank
Aflac
"Value your people. It’s inexpensive and makes all the difference."
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.
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.
LHV Precast, Inc.
John Klassen joined LHV in October of 2021 as their CFO. He brings a background in construction and commercial banking to the team. A 1987 graduate of the Virginia Military Institute, he served in the US Army as an Air Defense officer from 1987 until 1992.
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.
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.
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.
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.
Senior Vice President
Rob began his insurance career in 1994 with Empire Blue Cross Blue Shield working with companies within the tri-state region of New York City. In 1997 he joined the Employee Benefits division of the Daniels Insurance Agency of NY Inc. In 2004 The Daniels Agency of New York, Inc. merged its stock with Rose & Kiernan, Inc. of East Greenbush, New York. Rob was appointed a Senior Vice President with Rose & Kiernan in September of 2014. On August 1st of 2020 Rose & Kiernan became a wholly owned subsidiary of NFP.
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.
Independent Telecommunications Corporation
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.
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.