Our Associates

Mike is a General Securities Principal, an Accredited Investment Fiduciary Auditor ® through the Center for Fiduciary Studies at the Katz Graduate School of Business. He is a Certified Financial Planner™ through the College...

Dan and John bring a team approach to wealth management at Madison Wealth Managers. Combined, they possess over 30 years of experience in managing clients’ wealth through all phases of the investing life-cycle and in every...

John earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the Katz Graduate School of Business. He received his Bachelor’s Degree in Business Economics and Master’s Degree...

Dennis is currently the Senior VP of Fixed Income for Madison Wealth Management. Dennis began his financial services career at McLaughlin, Piven, Vogel Securities of 30 Wall Street in 1990 where he developed a successful Fixed Income...

Tim is an experienced Financial Advisor and Registered Representative who began his financial services career with Paine Webber. Tim is registered as a General Securities Sales Supervisor and served as Branch Manager of UBS Financial...

Rick earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies at the Katz Graduate School of Business. He focuses on individual and group retirement planning with a specialization in fiduciary...

Brendan is a Certified Financial Planner® with over 28 years experience. He began his career on the floor the New York Stock Exchange with Goldman Sachs. After four years in institutional trading he decided to pursue his true...

Jim earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the Katz Graduate School of Business. He received his Bachelor’s Degree in Finance from Siena College and a...

Steve holds a Dual Bachelor of Science Degree in Management and Communications from Syracuse University, and has over 30 years experience in Operations and Business Development.

Larissa has joined her father Tim Gusek’s practice as a Registered Assistant. She is fully licensed with her Series 7 and 66 Licenses. Larissa graduated magna cum laude from the Rhode Island School of Design, earning a bachelor's...

Briana graduated Magna Cum Laude from Russell Sage College in 2002 and went on to obtain her J.D. from Albany Law School in 2005. She was admitted to practice law in 2007 and has experience in various aspects of the legal field and is...

Rob is an award winning Sales and Marketing Representative skilled with many years of experience in territory management, route planning & sales support. He studied both Business and Media Arts at SUNY Adirondack in Queensbury, NY....