Peter Laurenzo, CFP®
President
Peter V. Laurenzo is President of Northeast Wealth Management. LLC and College Aid Planning Associates, Inc, based in Albany, New York. He has a Master’s Degree in Education, is a Certified Financial Planner™, a member of the Practitioners Division of the Financial Planning Association, a member of the National Association of Tax Professionals and President of the National Financial Aid Practitioners Alliance. He is the author of several editions of College Financial Aid: How To Get Your Fair Share and has written and presented financial aid courses nationally since 1991.
Jason Laurenzo, CPFA®, CMFC®, AWMA®
Vice-President
Jason Laurenzo, Vice-President of Northeast Wealth Management received his BA from The College of Saint Rose, Certificate in Investment Strategies from Columbia Business School and Certificate in Global Business from Harvard Business School. Jason is a Certified Plan Fiduciary Advisor™ and also a graduate of the College for Financial Planning where he received both his Chartered Mutual Fund Counselor™, and Accredited Wealth Management Advisor™ designations. He is a member of the Financial Planning Association, National Association of Tax Professionals, and the National Association of Plan Advisors.
Christyne Kucera
Director of Client Services
Christyne was a client for her two children before coming to work for College Aid Planning Associates. Her friendly voice and genuine interest to help our clients never goes unnoticed. Chris’s skills encompass most facets of office administration including accounting, scheduling and client support. Chris has been an integral part of Northeast Wealth Management. LLC since 2002.
Gavin Heffernan
Financial Representative
A graduate of the University at Buffalo, Gavin earned his BS in Business Administration with a concentration in Financial Analysis. Prior to NEWM, Gavin was employed by one of the nation’s largest investment companies where he was responsible for risk management strategies for individual and business clients. Gavin’s passion for helping young families and professionals meet their retirement and financial goals led him to a successful career at Northeast Wealth Management, LLC.
Carol Sweeney
Financial Representative
Jack DeBevoise, CLU
Financial Representative
Greg Kidd
Tax Analyst
Cassandra Magnoli
Back Office Support
Dale Walts, CLTC
Financial Representative
A graduate of Springfield College, Dale received his master’s degree from the University of Bridgeport. His professional career began as an educator and coach in both the Hyde Park and Bethlehem Central School Districts.
In 1980, Dale joined the Griffin Agency of the MassMutual Life Insurance Company. For 23 years he was a company leader and received industry honors, including membership in the Million Dollar Round Table, Freshman Five and the Leader’s Club.
For the past 20 years, Dale has been an independent Financial Representative with GWN Securities, Inc. with a primary focus on retirement planning.
Colleen Shepardson
Client Services