Management Team
Planning for Success for over 30 years
Alexander P. Frederick, EA, CRPC®
Investment Advisor | Tax Strategist | Wealth Management Leader
(845) 454-8609
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
(845) 454-8609
Laura E. Rice
Manager, Office Operations
(845) 454-8609
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...
William D. Dunstan, CLU, ChFC
Vice President
(845) 454-8609
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...