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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

Senior Client Relationship Manager

Patrick Hanlon

Certified Financial Planner®

Bruce Goodman, AIF®

Financial Advisor

Kate Van Wely

Sally Moulton

Lou Conrad

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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.