Jamie is a member of the Client Service Team; she is extremely detail oriented and truly enjoys working with clients and team members. Jamie graduated with a Bachelor’s degree from Castleton University where she was a member of the Women’s Volleyball team. Soon after, Jamie then received a Master’s in Sports Management from Northern Illinois…

Andrea is a member of the Client Services team; she has a keen eye for detail and is a proven team participant. Andrea joined the team in 2019 and has over 18 years of office management experience.   Andrea is a 3rd generation native of Saratoga Springs. She enjoys outdoor activities and is a certified instructor of the Professional Ski Instructors of America. 

Shelley is a member of the Client Services team; she brings 4 years of experience as an Accountant withUltimus LeverPoint where she managed client relationships across the northeast, focusing on Real EstatePrivate Equity Funds. As a strategic and critical thinker, Shelley is excited to work alongside her teammembers and use her expertise to assist clients…

Emily is a Capital Region native who brings valuable experience from her time as a Grant Analyst at Hudson Valley Community College. She earned her B.A. in Preparedness, Homeland Security, and Cybersecurity with a minor in Communications from the University at Albany, and has a Paralegal Certificate. Emily currently resides in the area with her…