Our Team Members

Over 40 years of collective experience focused on helping

individuals and families pursue their financial goals.

Alfred Russo

CERTIFIED FINANCIAL PLANNER™

Alfred originally started out in the industry as a CPA in 1981. The personal approach to financial planning was what led him to become CFP certified in 1990. Since then he has grown his practice to over 600 clients across the United States.

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Anthony Barclay

LPL Financial Advisor

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Marguerite Ryan

Assistant

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Amanda (Russo) Murray

LPL Financial Advisor

Amanda joined LPL Financial in 2018 to follow her passion of helping people succeed and reach their goals.

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Dan Robinson

CERTIFIED FINANCIAL PLANNER™

Daniel graduated from the University at Albany in 2005 with a dual major in Business and Psychology. Shortly after, he began his career in Financial Planning.

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Anne Kinn

Administrative Associate

Anne is a Financial Administrative Assistant who has extensive experience helping advisers service their clients accounts

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Jeff Friedman

Financial Consultant, CPA

Jeff has been helping clients in the financial industry since 1972. He started out his career in the industry as a Certified Public Accountant.

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, HI, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, VA, VT.

©2019 BY PLAN 4, INC.