Our Associates

• 

  Bill Del-Sette

  CFP®, President, Lead Relationship Manager

  Phone Number 518-793-3851

  Email Bill@HappinessInRetirement.com

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• 

  Brent Smith

  CFP®, Lead Planner
  
  

  Phone Number 518-793-3851

  Email Brent@HappinessInRetirement.com

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• 

  Glen Allen

  CFP®, Portfolio Manager
  
  

  Phone Number 518-793-3851

  Email Glen@HappinessInRetirement.com

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• 

  Barbara Wright
  
  

  Registered Paraplanner®, Tax Professional

  Phone Number 518-793-3851

  Email Barbara@HappinessInRetirement.com

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• 

  Sarah Armlin
  
  

  Planning Assistant
  
  

  Phone Number 518-793-3851

  Email Sarah@HappinessInRetirement.com

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• 

  Carmen Caruso

  Financial Advisor

  Phone Number 5187933851

  Email Carmen@HappinessinRetirement.com

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• 

  Laura Weinhofer

  Executive Assistant and Event Planner

  Phone Number 5187933851

  Email Laura@HappinessinRetirement.com

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