HONEST AND TRANSPARENT FINANCIAL ADVICE

When you work with a Journey advisor, you tap into a relationship that helps you think about money the way you were meant to – as a way to fuel your passions, support your goals, and live confidently knowing that you have someone else watching out for your best interests.

EXPECT AN ELEVATED SERVICE EXPERIENCE.

When you call us, we’ll answer the phone. When you email us, we’ll get right back to you with an informed and personal response.

Customer service to us means one thing—treating our clients like they’re the most important thing in our business. Because, well, they are.

PEOPLE FIRST. JARGON LAST.

You want a financial advisor to speak to you like a person. When we use financial industry jargon, money quickly becomes complicated. But when we talk about it in everyday terms that everyone can understand, it feels a lot better.

We’re committed to making sure you understand the purpose of your investments, how your financial plan keeps you heading toward financial freedom, and why we make the recommendations that we do.

BIG-FIRM SERVICE.
SMALL-FIRM FEEL.

We’re a boutique advisory firm, and that’s by design. We give each client individual attention that is well-researched and actually impacts your life for the better. Everyone you’ll interact with at Journey is someone who lives by our core values: honesty, communication, and family.

OUR VALUES

We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.

HONESTY

COMMUNITY

EQUALITY

FAIRNESS

COMMUNICATION

FAMILY

ACCESS

OUR TEAM

Laurie Adams, RICP®

Financial Advisor, Managing Director

Brett Agnew, CFP®

Financial Advisor

Kathleen Barlow

Financial Advisor, Managing Director

Kristin Bartlow, CFP®

Financial Advisor, Managing Director

Charles Britton

Strategic Partner & Advisor

Mike Brown

Financial Advisor, Partner

Cody Capobianco

Investment Analyst

Melissa Clark

Director of Planning

Adrienne Conrad

Executive Assistant

Brian Flynn

Financial Advisor, Partner

Mark Lebida, CFA®

Managing Director, Investments

Angela Lessor, CFP®

Financial Advisor

Erin Moeller

Chief of Staff

Mark Newfield, CFP® and RICP®

Financial Advisor, Managing Director

Amanda Pasquale

Investment Operations Manager

Penny Phillips

President, Partner

Kevin Rinow, CFP®

Financial Advisor

Karen Samuels

Investment Operations Manager

Jason Sangekar, CFA®

Managing Director, Capital Markets

Ryan Simpson

Operations Associate

John Solik

Financial Advisor, Managing Director

Kerry Meath-Sinkin CFP®AIF®

Financial Advisor, Managing Director

Robert Meath

Financial Advisor

Sam Sinkin

Chief Operations Officer

Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.

READY TO MEET YOUR NEW ADVISOR?

THAT’S ENOUGH ABOUT US. WE WOULD LOVE TO KNOW YOU.

Connect with a financial advisor who puts you and your needs first. Make the call that could change your life for the better today.