Gaetana’s responsibilities include client service administration, financial planning support services, coordinating our clients’ teams of professionals, insurance policy reviews and analysis, as well as marketing and developing relationships with the professional community. She is also responsible for the continuous improvement of the communication and operational structures that enhance our ability to serve our clients.
Gaetana joined the team with over 25 years of experience in the financial services industry with an extensive knowledge of insurance, mutual funds, accounting, and tax analysis. In her prior career with a major life insurance company, Gaetana worked as a Client Relationship Professional, a Senior Policy Administrator and Accounting Analyst.
Gaetana earned a Bachelor of Arts in Political Science from the State University of New York at Albany and a Bachelor of Science in Accounting from the State University of New York Empire State College.
Gaetana lives in downtown Saratoga Springs, NY with her husband. She spends her time renovating their Victorian home and enjoys running, cross country skiing, cooking and entertaining with family and friends.