RICHARD KERSTING
PRESIDENT
Direct: (845) 368-2903
Assistant: (845) 875-6527

Mr. Kersting began his career in financial services in 1987. Joining a Wall Street firm just after the stock market crash of that October gave Mr. Kersting immediate first-hand experience on the consequences of poor risk management. 

This early experience laid the foundation of Mr. Kersting’s core belief that it is a financial advisor’s responsibility to put his or her clients’ needs first and focus on protecting their assets as much as on growing their assets.

As a member of the firm’s Investment Committee, Mr. Kersting helps drive strategic investment management decisions, as well as guiding the firm in its growth plans. As President, Investment Consultant, Mr. Kersting is a frequent speaker at firm sponsored educational seminars.

 

Most importantly, Mr. Kersting works with the firm’s clients in developing unique solutions that are focused on building tax-efficient and tax-deferred investment strategies that help them achieve their varied investment objectives. 

Mr. Kersting is also an integral part of the firm’s mentorship program, where he is in charge of developing “young talented” investment consultants to groom them into top tier advisors.

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