Summer is here! As we enjoy these warmer months Atlas team members have enjoyed lacing up their sneakers and joining in on some local events supporting causes within the Capital Region.

CDPHP Workforce Team Challenge

On May 19th, Atlas team members met at the Empire State Plaza to join other runners, joggers, and walkers in the CDPHP Workforce Team Challenge. Funds raised for this walk went towards supporting the 2022 Charity of Choice: Oakwood Community Center. The mission of Oakwood Community Center is to bring neighbors together and build bridges among grassroots organizations in the city of Troy, New York.

Best Buddies Friendship Walk

Atlas team members and family walked around Crossgates Mall to support Best Buddies Friendship Walk. Best Buddies primary goal is to allow volunteers to be paired up with a buddy with an intellectual and developmental disability (IDD) and provide them with a friend or a mentor. Best Buddies is the world’s largest organization dedicated to ending the social, physical, and economic isolation of the 200 million people with IDD. It is an international movement that has spread to over 54 countries worldwide.
Learn more about Best Buddies International

Please join us in welcoming our newest team member Kelmy Tejada.

Kelmy is a Client Services Specialist. In his current role, he works directly with clients and Wealth Management Advisors to service accounts and facilitate client requests. Prior to teaming up with Atlas, he worked as the Assistant Director of Dining Services at the Eddy Memorial Geriatric Center in Troy, NY for about 3 years. Kelmy comes to us with over 10 years of customer service management and culinary experience in the hospitality industry. He also worked as an accountant for a private law firm for over 3 years after college. He has two beautiful children in elementary school and currently resides in Niskayuna, NY with his wife and daughters. Learn more about Kelmy here

In Case You Missed it…

Savvy Women, Smart Investors webinar

Atlas held the, “Savvy Women, Smart Investors” webinar back in March during Women’s History Month. Our Atlas hosts, Suzanne Beczak, Associate Wealth Management Advisor, and Lissa McNaughton, Director of Retirement Services, joined special guest, Susan Kay, Director of Business Development at MFS Investment Management, to discuss the importance of planning for retirement and various life events that often impact a woman’s financial plans. You can view the presentation here

Don’t forget to find Atlas wherever you are… Never miss a beat or upcoming event announcement and follow us wherever you are. You can keep up with Atlas news and events on Facebook, LinkedIn, Twitter, and Instagram.

Reminders:

  • Standard Office hours: Monday through Friday 8 – 4:30 PM ET; however please note that our office will be closed to walk-in traffic on Fridays at 1:00 pm ET during the summer until Labor Day weekend.
  • DocuSign and Advice Pay: DocuSign is available to allow clients the ability to conveniently sign most of our documents electronically. Don’t forget about Advice Pay; this tool offers an alternative to paper checks when paying for financial planning and/or tax preparation services.
  • Shredding is back – Secure shredding services are once again open to clients during our Albany office hours. This service will help clients get rid of documents that have been collecting dust over these past months.
  • Atlas Drop Box – We continue to maintain a secure drop box outside of our office entrance for clients that prefer an alternate way to deliver their documents.

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