Meet Our Team

Greg has built his practice around assisting clients with retirement planning, asset protection and tax minimization strategies while helping to ensure their retirement goals are met. Greg’s focus of experience includes working with employer-sponsored 403(b), 401(a), 401(k) and Individual Retirement plans. His goal is to give clients a general understanding of the basic principles involved in financial planning, so they can be educated and involved throughout the holistic process.

Greg joined Voya Financial Advisors, LLC in 2003 as an Investment Advisor Representative. His designations include CERTIFIED FINANCIAL PLANNER™ (CFP^®), Chartered Retirement Plan Counselor (CRPC^®) and Chartered Mutual Fund Counselor (CMFC^®). Greg graduated from Saint Michael’s College in Burlington, Vermont with a bachelor of science degree in Business Administration and a minor in Accounting. He currently maintains a Series 7 and Series 63 Financial Industry Regulatory Authority (FINRA) registrations; in addition to Life, Accident and Health licenses in multiple states.

Greg currently lives in Saratoga Springs, NY, where he enjoys spending time with his family. He also has a passion for sports and enjoys playing hockey, lacrosse, golf and exercising.

Deb has over 25 years of experience in investment consulting and financial planning. She has held her Certified Plan Fiduciary Advisor designation (CPFA) with NAPA in prior roles where she focused on providing advice and counsel to Plan fiduciaries and helped to ensure retirement readiness for participants. 

Deb graduated from SUNY Geneseo with a Bachelor of Arts degree in Economics and a minor in Legal Studies. She currently maintains Series 6, 63 and Series 65 Financial Industry Regulatory Authority (FINRA) registrations; in addition to Life, Accident and Health licenses in multiple states.

Deb currently lives in Clifton Park, NY, where she enjoys spending time with her family. She also enjoys gardening, spin and kayaking. 

With many years of experience in the financial services space, Mary serves as an integral member of Empire State Wealth Management. In her position here, she is responsible for the day-to-day management of the office, including processing new business applications, servicing client inquiries and handling all marketing needs for the office. Mary is a trusted point of contact for communications and client interactions. Her attentiveness and superior communication skills ensure an exceptional experience for all who interact with Empire State Wealth Management.

Mary graduated Magna Cum Laude from Ithaca College, majoring in Psychology with a minor in Business Communication. She also holds a Masters Degree from the University of Albany in Business Communication and maintains Financial Industry Regulatory Authority (FINRA) Series 7 and a NYS Life, Accident and Health license.

An avid fitness enthusiast, Mary enjoys attending every one of her kids’ extracurricular activities. 

Dawn has over 30 years of experience in operational and administrative roles in the financial industry, including 20 years with Voya Financial. Dawn is responsible for the day to day operations of the office. She holds a FINRA Series 6 registration. Dawn currently lives in Rotterdam, NY, where she enjoys spending time with her family.