Prior to joining BST Wealth Management, he was Vice President of Foundational Counseling at The Ayco Company, A Goldman Sachs Company for 29 years. While at Ayco, Bob conducted over 25,000 financial planning seminars for large companies and corporations. This included topics such as selecting the appropriate medical plan option, the benefits of Health Savings Accounts and choosing the appropriate Social Security strategies. He also provided one-on-one personal planning to executive level clients as well as individual retirement planning for all levels.
Bob grew up in Glens Falls and is a 1986 graduate of Siena College with Bachelors in Finance. He and his wife, Lori, live in Clifton Park with their three children. Bob is an avid sports fan. He played baseball and tennis at the collegiate level while at Siena and also plays golf.
Olivia has years of prior experience enhancing client care, and coordinating efficient technical and logistical office operations in business and hospitality industries. Prior to joining BST Wealth Management, she was a Quality Control Specialist at Maximus Healthcare. There she was working directly with the NYS Department of Health, processing revised healthcare applications for recipients. Over her two year tenure at Maximus, Olivia received two promotions and was frequently asked to work on special projects. She was trusted by management and considered Subject Matter Expert in her department.
Olivia graduated from State University of New York at Plattsburgh with a bachelor’s degree in Hospitality Business. While at Plattsburgh, Olivia played intercollegiate soccer for 4 years. Olivia lives in Saratoga Springs and enjoys spending her summer at the Race Track.