Skip to main content

A Retirement Planning and Investment Management Firm

Our Associates

Bill Del-Sette

CFP®, President, Lead Relationship Manager

Phone Number 518-793-3851

Email Bill@HappinessInRetirement.com
Brent Smith

CFP®, Lead Planner

Phone Number 518-793-3851

Email Brent@HappinessInRetirement.com
Glen Allen

CFP®, Portfolio Manager

Phone Number 518-793-3851

Email Glen@HappinessInRetirement.com
Barbara Wright

Registered Paraplanner®, Tax Professional

Phone Number 518-793-3851

Email Barbara@HappinessInRetirement.com
Sarah Armlin

Financial Paraplanner Qualified Professional™

Phone Number 518-793-3851

Email Sarah@HappinessInRetirement.com
Laura Weinhofer

Marketing Specialist

Phone Number 5187933851

Email Laura@HappinessinRetirement.com
Carmen Caruso

Financial Advisor

Phone Number 5187933851

Email Carmen@HappinessinRetirement.com
Kate Sullivan

Client Concierge

Phone Number 518-793-3851

Email kate@happinessinretirement.com