Financial Professionals
Albany, NY
Adam Neary and Team Ensemble Practice
Community Offices
Adam M. Neary, CMFC®, CPFA
Principal
(518) 867-4005
Leading a distinctive ensemble practice of financial professionals, Adam M. Neary offers investors personalized financial strategies.
Brittany Hedderman, CFP®, MBA
Private Wealth Manager
(518) 867-4005
brittanyh@wealthoneadvisory.com
Brittany has earned the CERTIFIED FINANCIAL PLANNER™ designation and holds an MBA from Union College.
Daniel O'Keefe, CFA®, CFP®
Private Wealth Manager
(518) 867-4005
Dan O'Keefe, CFP®, CFA® is instrumental in the construction and analysis of client model portfolios.
Gerry Gauer
Private Wealth Manager
(518) 371-2348
12 Century Hill Drive, Suite 101 Latham, NY 12110
Paul Stracke, CMFC
Private Wealth Manager
(518) 867-4005
pstracke@wealthoneadvisory.com
(518) 369-7597 cell
Shelby Martin-Wisniewski
Financial Representative
(518) 867-4005
Shelby Martin is an integral part of the ensemble practice and provides clients with outstanding service and thoughtful, proactive strategies.
Todd A. Slingerland, CFP®
Principal
(518) 867-4005
Since 1987, Todd Slingerland has held a number of senior management and executive leadership positions in the investment and financial services industry.