Broker Check

The Team

Our clients’ financial situations and goals vary greatly. To ensure your specific needs are addressed, we pool together the extensive and varied knowledge, experience and expertise of our entire team.

Craig Pesce, CFP®, BFA, AIF®

Vice President - Director of Marshall & Sterling Wealth Advisors

845-554-1046 ext.2244

845-625-1640

[email protected]

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.

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Dean Lysenko, CPFA®, AIF®

Wealth Advisor

845-554-1046 ext.2264

845-625-1640

[email protected]

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...

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Joseph D. Quinn, III

Wealth Advisor

845-554-1046 ext.2363

845-625-1640

[email protected]

Denny works with individuals on tax planning, investments, insurance, retirement planning and estate planning. He holds securities registrations...

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Michael A. Ryan, CFP®

Vice President - Wealth Advisor

845-554-1046 ext.2751

845-625-1640

[email protected]

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...

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Tiffany Soricelli

Associate Wealth Advisor

845-554-1046 ext.2256

845-625-1640

[email protected]

Tiffany primarily works with busy, career-oriented women and their families. As a result of her background in music, she also works with a number of professional musicians. Through an in-depth planning....

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Stephen Valentino

Associate Wealth Advisor

845-554-1046 ext.2214

845-625-1640

[email protected]

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...

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Susan Miccio, CRPC®, CDFA™

Wealth Planner

845-554-1046 ext.2317

845-625-1640

[email protected]

Susan is a Wealth Planner with Marshall & Sterling Wealth Advisors, Inc. She provides a broad range of wealth management, financial planning and retirement planning services. As a Certified Divorce Financial Analyst™...

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Jesse Uttendorfer

Relationship Manager

845-554-1046 ext.2365

845-625-1640

[email protected]

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...

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Heidi Bachor

Client Concierge

845-554-1046 ext.2277

845-625-1640

[email protected]

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...

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Patti D’Angelo

Client Concierge

845-554-1046 ext.2752

845-625-1640

[email protected]

Patti provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions...

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Jacqueline Flandreau “Jackie”

Client Concierge

845-554-1046 ext.2361

845-625-1640

[email protected]

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.

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Alexa Hummel

Client Concierge

845-554-1046 ext.2362

845-625-1640

[email protected]

Alexa oversees the day-to-day administration of all accounts. She is your first point of contact and will take prompt care of any of your personal requests or concerns. Call Alexa anytime you have questions about a statement, check or...

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Tim Dean

Investment Committee Member

845-554-1046

Tim Dean is a Corporate Officer of Marshall & Sterling Wealth Advisors, Inc. and is a member of the Investment Committee. Tim is the President of Marshall & Sterling, Inc., Marshall & Sterling Enterprises, Inc.

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Tim Rychcik

Investment Committee Member

845-554-1046

Tim Rychcik is the President and Treasurer of Marshall & Sterling Wealth Advisors, Inc. and serves as a member of the Investment Committee. Tim has served as the Chief Financial Officer of Marshall & Sterling Services, Inc.

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