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.
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.
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.
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...
Paraplanner - Clifton Park, NY
Sarah Blass is a CFP® professional and a licensed Paraplanner for Holistic Wealth Advisors.
Client Services Associate - Clifton Park, NY
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.
LPL Registered Client Service Associate - Clifton Park, NY
Allison is an LPL Registered Client Service Associate for Holistic Wealth Advisors and joined the team in 2019. She works alongside the advisors and the rest of the team, as an integral member, assisting in the daily operations and...
Marketing Manager - Clifton Park, NY
Cindy Lacey is the Marketing Manager for Holistic Wealth Advisors. Cindy is dedicated to ensuring that all present and future clients receive exceptional service.
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.
Wealth Manager - Rensselaer, NY
Terance M. Ruso is affiliated with Holistic Wealth Advisors and holds his Series 6 registration with LPL Financial.