The Team
Craig Pesce, CFP®
President - Director of Marshall & Sterling Wealth Advisors
845-625-1640
In addition to leading the Marshall & Sterling Wealth Advisors team, Craig works with retirees and high-net worth business owners and professionals to help plan for life beyond work.
Chintan Shukla, CFA®
Portfolio Manager
845-625-1640
As the firm’s Portfolio Manager, Chintan is responsible for providing oversight and direction on all investments and portfolios. He is responsible for the day-to-day administration of trading and managing of investment portfolios.
Nicole Keppel
Client Operations Manager
845-625-1640
As Client Operations Manager to the firm, Nicole is responsible for oversight of client relations and development and implementation of operational processes and procedures to optimize experience and performance.
Michael A. Ryan, CFP®
Vice President - Wealth Advisor
845-625-1640
Mike works with retirees, pre-retirees and small business owners to help navigate the often complex world of retirement planning. After taking whatever time necessary to help his clients understand...
Joseph D. Quinn, III
Wealth Advisor
845-625-1640
Denny works with individuals on tax planning, investments, insurance, retirement planning and estate planning. He holds securities registrations...
Dean Lysenko, CPFA®, AIF®
Wealth Advisor
845-625-1640
Dean is a Wealth Advisor with Marshall & Sterling Wealth Advisors, Inc. He works with clients to build tailored investment strategies to help pursue their financial planning goals. Dean's experience also includes improving...
Stephen Valentino, CFP®
Investment Associate
845-625-1640
Stephen works with millennial clients as well as those near retirement. As a millennial, he understands first hand their unique financial needs. He also has a passion for helping older generations reach...
Kelsey Ponesse
Wealth Planning Advisor
845-625-1640
Kelsey works with individuals and families to help them gain clarity on their desired financial future, and then guides them to create a solid financial plan to support that vision.
Jesse Uttendorfer
Associate Wealth Advisor
845-625-1640
Jesse assists with operational duties such as uploading documents into the client database, assisting in the preparation of Marshall & Sterling Investment Committee meetings, and general servicing of client accounts...
Heidi Bachor
Client Concierge
845-625-1640
Heidi is a Client Concierge for Marshall & Sterling Wealth Advisors, Inc. She is responsible for providing exceptional client support; additionally, Heidi handles the firm’s trading desk administration, IRA required...
Patti D’Angelo
Client Concierge
845-625-1640
Patti provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions...
Jacqueline Flandreau “Jackie”
Client Concierge
845-625-1640
Jackie provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions, and handling tax withholding preferences and changes.
