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Team

Meet Our Team

SPENCER BETTS, BS, CFP®

Financial Advisor

ANDREW BETTS, MBA, CFP®

Financial Advisor

DOROTHY I. BICKLING, ED.D., CFP®

Financial Advisor

Peter Deschenes

Technology Manager

Patricia Dolan

Marketing Director

Christopher Draves

Technology Analyst

Ann Graziani

Operations Manager

Audrey Keohane

Financial Planning Analyst

Robin Urciuoli, CFP®, CPA

Senior Client Relationship Manager

Patrick Hanlon, CFP®

Certified Financial Planner®

Bruce Goodman, AIF®

Financial Advisor

Kate Van Wely

Sally Moulton

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Securities offered through PKS, Member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Bickling Financial Services, Inc and PKS are not affiliated entities.

Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.