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®

President - Director of Marshall & Sterling Wealth Advisors

845-554-1046 ext.2244

845-625-1640

cpesce@ms-wealth.com

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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Chintan Shukla, CFA

Portfolio Manager

845-554-1046 ext.2287

845-625-1640

cshukla@ms-wealth.com

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.  

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Nicole Keppel

Operations Manager

845-554-1046 ext.2317

845-625-1640

nkeppel@ms-wealth.com

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.

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Michael A. Ryan, CFP®

Vice President - Wealth Manager

845-554-1046 ext.2751

845-625-1640

mryan@ms-wealth.com

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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Joseph D. Quinn, III

Wealth Manager

845-554-1046 ext.2363

845-625-1640

dquinn@ms-wealth.com

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

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Dean Lysenko, CPFA®, AIF®

Wealth Manager - Retirement Plan Specialist

845-554-1046 ext.2264

845-625-1640

dlysenko@ms-wealth.com

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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Kelsey Ponesse, CPA

Wealth Planning Advisor

845-554-1046 x 2353

845-625-1640

kponesse@ms-wealth.com

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.

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Matthew DeHond, FPQP®

Paraplanner

845-554-1046 ext.2229

845-625-1640

mdehond@ms-wealth.com

Favorite quote: The desire of gold is not for gold. It is for the means of freedom and benefit. –Ralph Waldo Emerson As Associate Financial Planner to the firm, Matt aims to assist and educate clients in...

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Stephen Valentino, CFP®

Investment Associate

845-554-1046 ext.2214

845-625-1640

svalentino@ms-wealth.com

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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Jesse Uttendorfer

Associate Wealth Manager

845-554-1046 ext.2365

845-625-1640

juttendorfer@ms-wealth.com

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 Service Specialist

845-554-1046 ext.2277

845-625-1640

hbachor@ms-wealth.com

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 Service Specialist

845-554-1046 ext.2752

845-625-1640

pdangelo@ms-wealth.com

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 Service Specialist

845-554-1046 ext.2361

845-625-1640

jflandreau@ms-wealth.com

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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Shaine Timmins

Client Service Specialist

845-554-1046 ext.2357

stimmins@ms-wealth.com

Shaine is a Client Service Specialist, whose primary focus is providing support to the Firm's retirement plans.

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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 Chief Executive Officer of Marshall & Sterling, Inc., Marshall & Sterling Enterprises, Inc.

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