Albany Financial Planners, Inc. - Who We Are

<body> <table border="0" cellpadding="0" cellspacing="0" width="100%"> <tr> <td width="178" align="left" valign="top"><img border="0" src="images/nav_top.jpg" width="178" height="128"></td> <td width="100%" valign="top"> <div align="center"> <table border="0" cellpadding="0" cellspacing="0" width="424"> <tr> <td width="335"><img border="0" src="images/albany_banner.gif" alt="Albany Financial Planners, Inc. " width="335" height="128"></td> <td width="89"><img border="0" src="images/hourglass_ani.gif" width="89" height="128"></td> </tr> </table> </div> </td> </tr> </table> <table border="0" cellpadding="0" cellspacing="0" width="100%"> <tr> <td width="50%"> </td> <td width="50%"> <div align="right"> <table border="0" cellpadding="0" cellspacing="0" width="450"> <tr> <td width="100%"><img border="0" src="images/staff_tag.gif" align="right" alt="AFP Staff" width="124" height="25"></td> </tr> </table> </div> </td> </tr> </table> <table border="0" cellpadding="0" cellspacing="0" width="100%"> <tr> <td width="100%"><a href="f_whatwedo.htm" onMouseOver="turnOn('image1')" onMouseOut="turnOff('image1')" target="_top"><img name="image1" border="0" src="images/nav/services_off.gif" alt="Our Services" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_whoweare.htm" onMouseOver="turnOn('image2')" onMouseOut="turnOff('image2')" target="_top"><img name="image2" border="0" src="images/nav/staff_off.gif" alt="AFP Staff" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_ourviews.htm" onMouseOver="turnOn('image3')" onMouseOut="turnOff('image3')" target="_top"><img name="image3" border="0" src="images/nav/update_off.gif" alt="AFP Update" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_news.htm" onMouseOver="turnOn('image4')" onMouseOut="turnOff('image4')" target="_top"><img name="image4" border="0" src="images/nav/news_off.gif" alt="Financial News" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_calc.htm" onMouseOver="turnOn('image5')" onMouseOut="turnOff('image5')" target="_top"><img name="image5" border="0" src="images/nav/calculators_off.gif" alt="Calculators" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_account.htm" onMouseOver="turnOn('image6')" onMouseOut="turnOff('image6')" target="_top"><img name="image6" border="0" src="images/nav/account_off.gif" alt="Check My Account" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_links.htm" onMouseOver="turnOn('image7')" onMouseOut="turnOff('image7')" target="_top"><img name="image7" border="0" src="images/nav/links_off.gif" alt="Helpful Links" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="f_contactus.htm" onMouseOver="turnOn('image8')" onMouseOut="turnOff('image8')" target="_top"><img name="image8" border="0" src="images/nav/contact_off.gif" alt="Contact Us" width="178" height="25"></a></td> </tr> <tr> <td width="100%"><a href="index.htm" onMouseOver="turnOn('image9')" onMouseOut="turnOff('image9')" target="_top"><img name="image9" border="0" src="images/nav/home_off.gif" alt="Home" width="178" height="25"></a></td> </tr> <tr> <td width="100%"> <p><a name="top"></a></p> <div align="center"> <center> <table border="0" width="450"> <tr> <td width="100%"><font size="2" face="Arial"><b>Kathleen Starr j</b>oined AFP as a student intern in January of 1996. She became a full-time employee upon her graduation in May of 1996 from the College of St. Rose with a B.S. Degree in Finance. She is currently pursuing a Masters of Business Administration degree and her Financial Paraplanner designation. She is also a Notary Public.</font> <p><font size="2" face="Arial">Kathi's primary responsibilities involving the Investment Allocation Service include investment research, portfolio monitoring, coordination of transfers and investment transactions and preparation of IAS reports. She works with Mr. Hickey in investment management services and the financial planning process. Kathi organizes client data, inputs information for retirement and education projections, assists in the preparation of financial planning recommendations and works closely with many AFP clients providing service and assistance as needed. She also oversees systems administration for the technology used in many of our services and maintains the regulatory records for the firm.</font></p> <p align="center"><a href="#top"><font face="Arial" size="1">return to top</font></a></p> <hr> <p><font size="2" face="Arial"><b>Beth Ann Perry</b> joined AFP in August of 1999. Before joining AFP, she had been employed by another local financial planning firm for nine years. She earned her Financial Paraplanner designation in March of 1994. She is also a Notary Public.</font></p> <p><font size="2" face="Arial">Beth Ann's primary responsibilities involving Retirement Plan Administration include providing support in the preparation of participant statements, required filings and various tax forms associated with those plans. She works with Mr. Carman in Retirement Plan Administration and the financial planning process. Beth Ann organizes client data, inputs information for retirement and education projections, assists in the preparation of financial planning recommendations and works closely with many AFP clients providing service and assistance as needed. She is also the primary researcher in many areas including the NYS Retirement System, NYS Deferred Compensation Plan, NYS College Savings Program along with 403(b)/TSA, TIAA/CREF and elder care issues.</font></p> <p align="center"><a href="#top"><font face="Arial" size="1">return to top</font></a></p> <hr> <p><font size="2" face="Arial"><b>Lisa Hoessle</b> joined AFP in March of 2000 bringing with her 15 years of experience as Assistant to the Controller of an Albany insurance firm. She holds an A.A.S in Executive Office Assistant and is currently pursuing her Financial Paraplanner designation from the College for Financial Planning. She is also a Notary Public.</font></p> <p><font size="2" face="Arial">Lisa is responsible for most of the administrative and operations functions of AFP. These responsibilities include accounts receivable/payable, client billing, data base maintenance, data collection forms and client correspondence. She also assists in compiling investment research and has responsibility for the processing of tax returns, including supervision of part-time and seasonal clerical staff.</font><p align="center"><a href="#top"><font face="Arial" size="1">return to top</font></a></td> </tr> <tr> <td width="100%"> <hr> <div align="center"> <font size="1" face="Arial, Helvetica, sans-serif" color="#000000">© Copyright Albany Financial Planners, Inc. </font><font size="1" face="Arial, Helvetica, sans-serif">2001 All Rights Reserved<br> 04/20/2001 </font> <hr> </div> </td> </tr> <tr> <td width="100%"> </td> </tr> </table> </center> </div> <p> </td> </tr> </table> </body>