About

^{Meet The Team}
Who You’ll Be Working With

Alexander P. Frederick, EA, CRPC®

Investment Advisor | Tax Strategist | Wealth Management Leader

For over a decade, Alexander P. Frederick has earned a reputation as a deeply committed and forward-thinking financial professional who combines analytical rigor with heartfelt dedication to his clients' long-term success.

David W. Frederick, CLU, ChFC, CFP®

President

Professional OverviewFor more than four decades, David W. Frederick has advised families, business owners, and retirees on some of life’s most important financial decisions. Known throughout the Hudson Valley and across the United...

Laura E. Rice

Manager, Office Operations

Over the years, Ms. Rice has experienced several roles in the accounting and financial industry. Today, her efforts are directed into managing all the services associated with an independent financial planning, asset management, and...

Lisa R. DeCarlo

Planning Assistant

William D. Dunstan, CLU, ChFC

Vice President

Over the years, Mr. Dunstan has enjoyed an expansive range of financial service experience in the areas of life & health insurance, mutual funds & annuities, stocks & bonds, and group benefits & pensions. Currently, his energies are...

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