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Our Advisors

Our Advisors

Daria Schumacher

Founder, Wealth Advisor

(518) 290-8060

(518) 290-8065

daria@summitwealthplanning.com

Daria’s desire to live life to the fullest inspires all that she does. As an independent financial advisor in Latham, New York, Daria lives out her passion to serve others each day as she helps her clients navigate the intricacies of...
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Richard Belanger

Senior Wealth Manager, SoundWay Financial

(203)999-3401

richard.belanger@soundwayfinancial.com

SoundWay Financial Website
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Hons Yu, CFP®

Senior Wealth Advisor, SoundWay Financial

(203) 999-3877

hons.yu@soundwayfinancial.com

SoundWay Financial Website
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Michael Belanger

Wealth Advisor, SoundWay Financial

(203) 638-4168

michael.belanger@soundwayfinancial.com

SoundWay Financial Website
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Nicara Enright-Alves

Wealth Advisor & Operations Manager, SoundWay Financial

(203) 999-3814

nicara.alves@soundwayfinancial.com

SoundWay Financial Website
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Luke DeRose

Wealth Advisor, SoundWay Financial

(203)999-2574

luke.derose@soundwayfinancial.com

SoundWay Financial Website
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Thomas Wissenbach

Financial Representative, SoundWay Financial

(203) 243-6285

thomas.wissenbach@soundwayfinancial.com

SoundWay Financial Website
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Anthony Persampieri

Client Services Associate, SoundWay Financial

(203) 243-4755

anthony.persampieri@soundwayfinancial.com

SoundWay Financial Website
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Brenda Hotaling

Wealth Manager, Serene Capital Management & Solutions

(845) 328-1656

brenda@serene-capital.com

Serene Capital Management & Solutions

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Andre St.Louis

Wealth Manager, Serene Capital Management & Solutions

(845) 200-3177

andre@serene-capital.com

Serene Capital Management & Solutions Website
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Rosanna Galick

Client Relationship Manager, Serene Capital Management & Solutions

(845) 310-4430

rosanna@serene-capital.com

Serene Capital Management & Solutions Website
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Al Troisi

President, LPL Investment Advisor Representative, Insight Financial

315-536-6074

albert.troisi@lpl.com

Insight Financial Website
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Christopher Vaughan

LPL Investment Advisor Representative, and Founding Partner, Insight Financial

315-263-9475

christopher.vaughan@lpl.com

Insight Financial Website
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Leslie Troisi

LPL Investment Advisor Representative, Vice President, Insight Financial

315-536-6074

leslie.troisi@lpl.com

Insight Financial Website
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Joseph Gontarz

LPL Investment Advisor Representative, Insight Financial

315-536-7057

joseph.gontarz@lpl.com

Insight Financial Webiste
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Lisa Marie Johnson

Client Services Manager, Insight Financial

Insight Financial Website
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Our partners at align wealth group

Balmville Wealth Group is partnered with Align Wealth Group to provide you with a high standard of service, expanded knowledge base, and to be able to service you throughout the country.  

Please visit them at: www.alignwealthgroup.com


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