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@holisticwealthadvisors.com
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, MBA
Senior Advisor - Clifton Park, NY
lakshmi@holisticwealthadvisors.com
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
Senior Vice President - Clifton Park, NY
michael@holisticwealthadvisors.com
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, CFP®
Paraplanner - Clifton Park, NY
sarah@holisticwealthadvisors.com
Sarah Blass is a CFP® professional and a licensed Paraplanner for Holistic Wealth Advisors.
Cynthia Anslow
Client Services Associate - Clifton Park, NY
cynthia@holisticwealthadvisors.com
Cynthia Anslow is a Client Services Associate for Holistic Wealth Advisors. Cynthia joined Holistic Wealth Advisors in 2012.
Taryn Sheehan
Client Services Associate - Clifton Park, NY
taryn@holisticwealthadvisors.com
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.
Cindy Lacey
Marketing Manager - Clifton Park, NY
clacey@holisticwealthadvisors.com
Cindy Lacey is the Marketing Manager for Holistic Wealth Advisors. Cindy is dedicated to ensuring that all present and future clients receive exceptional service.
Sue Ann Donovan
Wealth Advisor - Clifton Park, NY
sueann@holisticwealthadvisors.com
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, CPA
Wealth Manager - Rensselaer, NY
truso@holisticwealthadvisors.com
Terance M. Ruso is affiliated with Holistic Wealth Advisors and holds his Series 6 registration with LPL Financial.