We help successful families organize, enhance and plan towards their financial future through extraordinary client service. We work closely with key professionals to help ensure tax-efficient methods are chosen where most appropriate. Major goals include planning for retirement, enjoying retirement and estate and legacy considerations. We pride ourselves by partnering with clients to lay out all options available to them, helping them decide what's best for their needs.

I grew up outside Rochester, NY, and attended Penn State University at both undergraduate and graduate levels. My career began working for a Fortune 500 company outside of Binghamton, NY, supporting our country's defense. Relocating to Niskayuna in 2009, I supported a U.S. Navy contractor in the area. While I took great pride in supporting our military, I found himself most excited when working with people and their families one on one.

Outside of my professional life, I am an active member of the Ballston Lake Improvement Association. I enjoy spending time with my wife, Christine, and our three children Mirielle, Jack and Eloise. We enjoy getting out on the water in the summertime and skiing in the winter!

Maeghan Sabourin, Branch Office Administrator and USAF Veteran, lives in Pittstown, NY, with her husband, Wayne, and three kids, Chase, Connor and Charlotte. She loves spending time outdoors in the quiet country with her family.