Stacy Clifford is President and Founder of Holistic Wealth Advisors and has been providing wealth management services to families, businesses and community organizations in the Capital District and surrounding areas since 2002. 

Lakshmi Nagarajan is a Senior Advisor for Holistic Wealth Advisors, LLC, a Registered Representative of LPL Financial LLC and an Investment Adviser Representative of Stratos Wealth Partners.

Michael McCamy is a Senior Vice President of Holistic Wealth Advisors and joined them after 16 years with another capital region firm. He has been in the financial planning industry since 1992. Michael works with pre-retired and...

Sarah Blass is a CFP® professional and a licensed Paraplanner for Holistic Wealth Advisors.

Cynthia Anslow is a Client Services Associate for Holistic Wealth Advisors. Cynthia joined Holistic Wealth Advisors in 2012.

Taryn Sheehan is a Client Services Associate for Holistic Wealth Advisors and joined the team in 2017. She provides operational support for the advisors and strives to enhance client relationships with exceptional service. 

Cory Larmour is a Client Services Associate for Holistic Wealth Advisors and joined the team in 2021. His goal is to provide excellent customer service and assist the advisors with day-to-day tasks to enhance the client experience....

Cindy Lacey is the Marketing Manager for Holistic Wealth Advisors. Cindy is dedicated to ensuring that all present and future clients receive exceptional service. 

Since 1980, Sue Ann Donovan has helped families and individuals work towards financial stability and success through committed service and attention to the individual needs of her clients.

Terance M. Ruso is affiliated with Holistic Wealth Advisors and holds his Series 6 registration with LPL Financial.