Albany Office Expansion: To accommodate the growing Atlas family of new team members, our Albany office at 3 Atrium Drive was renovated in August 2017. Feel free to stop by and check out the expanded location and meet the Albany team.
New Team Members: In 2017 and early 2018, we continued to expand our team in the Albany office. Our newest team members include:
- Lissa McNaughton – Wealth Management Advisor
- Joe Capobianco – Financial Analyst, Investments
- Justin Bogardus – Investment and Planning Analyst
- Lauren Berberich – Executive Assistant
- Kristen Schreer – Chief Operating Officer
- Tonya Plumer – Executive Assistant
UPCOMING ATLAS EVENTS
Wed, May 23, 2018, at 1pm ET: Choosing Your Retirement – How to Get it Right
Lissa McNaughton, Wealth Management Advisor, will be presenting a 30-minute retirement planning webinar. Whether you are near retirement or recently retired, this financial seminar will help you plan for the many decisions required as you look ahead to the next phase of your life. An email with a link to register will be sent out in early May to all Atlas clients. If you have friends or family who may be interested as well, feel free to forward this registration link on to them.
GIVING BACK TO THE COMMUNITY
Crossroads Center for Children – Atlas was a proud gold sponsor for the Crossroads Gala held on March 3, 2018, where the event highlighted a “Dare to be Different!” theme. Crossroads Center for Children opened in Glenville, New York in 1998 as a private non-profit school serving a small group of children diagnosed with autism. Today the school is located in Schenectady County and enrolls approximately 80 children from 20 school districts from the surrounding eight counties. Additionally, the school now enrolls typically developing students for their integrated daycare program. Integration in preschool and beyond is becoming increasingly common as the advantages for both students with disabilities and their typically developing peers are recognized.
Northern Berkshire Phenoms – Kollin Allard, Wealth Management Advisor, continues to run their basketball program based out of North Berkshire County, MA. The Northern Berkshire Phenoms are a boys basketball team, established in 2014, by Kollin. The program was set up in an effort to keep kids off of the street and focused on something bigger. The organization has continued to grow and consists of a dedicated group of ballplayers and coaches based out of North Berkshire County, MA. Players travel from the Berkshires to compete in tournaments throughout New England and New York. More important than the wins and losses, their mission is to help their players apply the traits learned on the court to life off of it.
Best Buddies Walk – The Atlas Strong team will be participating in the upcoming Best Buddies Walk on Sunday, April 22nd being held at Crossgates Mall in Albany, NY. The purpose of the walk is to help raise awareness and funds to support inclusion for individuals with intellectual and developmental disabilities (IDD). Best Buddies is the world’s largest organization dedicated to ending the social, physical and economic isolation of the 200 million people with IDD. Their programs empower the special abilities of people with IDD by helping them form meaningful friendships with peers; secure successful jobs; live independently; improve public speaking, self-advocacy and communication skills; and feel valued by society.