Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Ashley Jock

Sales Assistant

(518) 563-0391

ajock@financialguide.com

Eliott Munger

Office Administrator/Sales Assistant

(518) 563-0391

elliottmunger@financialguide.com

Elliott Munger is a graduate of Rochester Institute of Technology, with an extensive background in bothstudying and teaching mathematics. He actively contributes to his community by serving on the boardsof the Adirondack Young...

Joseph Connor CLU, ChFC, MBA

Financial Advisor

(518) 563-0391

jpconnor@financialguide.com

Joe’s practice is built on a foundation of trust, dedication, and years of experience serving families and small businesses. Joe began his career in the financial services industry with MassMutual in January 1983, where he built a...

Peter Cadieux

Financial Advisor

(518) 563-0391

pcadieux@financialguide.com

Peter is a dedicated financial services professional with a diverse background spanning over threedecades. With a Bachelor of Arts in Communication Arts from Loyola University of Montreal (nowConcordia University) Peter is a passionate...

Tristan Parrotte

Financial Advisor

(518) 563-0391

tparrotte@financialguide.com

Tristan Parrotte’s career path almost took a different turn, until a chance encounter led him straight to his true calling. The wind-energy-major-turned-business-administration-student had just added finance as his second area of focus...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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