Tag: FREE

Patricia McNeilly of Glen Ridge, N.J. turned her 25-year career as a securities analyst into one where she could stand on her own, planning others’ financial futures. Her successful practice only grew in scope when her son, Steven, joined the firm in 2008. Now this dynamic duo is a leader in corporate retirement plans, building a reputation for retirement knowledge and sharing their expertise with other advisors. With an eye firmly on the future, Patricia and Steven are building a business model geared for success now, and limitless potential for years to come.

In no particular order of importance, affiliated colleague and AP Advisor Council Member Joe Rooyakkers is a financial services professional, outdoorsman, guitarist and singer/ song writer. His life and livelihood are bound in the small-town mountain resort community of Grand County—a population of a little more than 14,000—high up in the Colorado Rockies and just west of the Great Continental Divide. This pristine expanse of meadows, river valleys and mountains are appreciated by many who visit, but they are loved and respected by those who sustain it and live there year-round. Rooyakkers, as you will learn, is no exception to that rule.

Many estimates for renewal energy growth were made prior to the onset of the COVID-19 pandemic and the collapse in oil prices. Worries are building that with cheaper oil and a sustained disruption in global supply chains, renewable energy may lose momentum.

What APFS affiliated advisor Judith Beckman knows is that women are capable of dictating the direction of their financial future. In fact, she built her business on that precept. Having served on a number of boards, including The Long Island Center for Business and Professional Women, The National Association of Women Business Owners (NAWBO) and, most recently, The Long Island Small Business Assistance Corporation— which provides funding for female business owners—Beckman personifies the feminist spirit. With a mission to empower the female investor, she is changing the lives of generations of women to come, one client at a time.

The Green Mountains of Vermont are old and wise, bearing witness for centuries to the tears and joys of those who call it home. In winter, hidden sorrows whisper faintly through raw pine and maple, yet are kindly muted by fresh, fallen snow. And in summer a verdant lushness covers the scars of devastation with prolific, dense renewal, changing shortly thereafter to glorious harvest hues. It is one of many places where life unfolds. “Wherever you are, there you are,” ponders AP affiliated colleague Mark Huntley, and it is the Green Mountain State where his life and work firmly remain.