Holistic Wealth Advisors | Who We Are | Certified Financial Planners Albany & Saratoga Springs, NY

The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique perspective to all we do and provides added value to our clients.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Stacy A. Clifford

President and Founder - Clifton Park, NY



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. 

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Lakshmi Nagarajan, MBA

Senior Advisor - Clifton Park, NY



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.

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Michael McCamy

Senior Vice President - Clifton Park, NY



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...

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Cynthia Anslow

Client Services Associate - Clifton Park, NY



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

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Taryn Sheehan

Senior Operations Specialist - Clifton Park, NY



Taryn Sheehan is for Holistic Wealth Advisors and joined the team in 2017. Taryn Sheehan is the Senior Operations Specialist for Holistic Wealth Advisors and joined the team in 2017. Taryn's role is critical in helping our new and...
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Cory Larmour

Client Services Associate - Clifton Park, NY



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....

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Sue Ann Donovan

Wealth Advisor - Clifton Park, NY



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.

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Terance M. Ruso, CPA

Wealth Manager - Rensselaer, NY



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

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