Kerwin Lovell

• AI Integration & Training

• System Automation & Integration: Automate workflows and connect systems for better efficiency.

Dagmar Trippen

High-level strategic guidance for founders and leaders navigating complexity, transition, or growth.

BUSINESS ADVISORY

• Provide confidential, high-trust counsel for navigating change, growth, or uncertainty

• Offer objective insight when internal voices are too close to the challenge

• Uncover blind spots and realign priorities to ensure resources are applied effectively

• Develop focused roadmaps for growth, operational alignment, or transformation

• Work through pressing decisions, new ideas, or unseen challenges and gain fresh insights and actionable steps.

BRAND STRATEGY:

• Establish a strategic brand foundation - defining vision, mission, values, market relevance, and positioning

• Conduct market research and competitive analysis to reveal whitespace opportunities and shape differentiation

• Craft a value proposition and messaging architecture that resonates across all touchpoints and stakeholder groups

• Develop and lead go-to-market strategies that guide product, marketing, and sales teams in launching with clarity and impact

• Strategize product and service launches - from positioning and messaging to campaign timing and customer engagement

• Integrate CSR, digital, PR, and marketing strategies under one overarching vision for brand alignment and growth

• Unify fragmented efforts across marketing, design, communications, and operations into a cohesive brand narrative

• Bridge business goals and brand experience by ensuring internal culture and external perception are in sync

Joëlle Lydon

• Private Relationship Coaching (Individuals & Couples) Confidential coaching for high-performing professionals who want to develop stronger relational intelligence, emotional agility, and the ability to communicate with authenticity—at home and at work.

• Couples Coaching with Creative Integration An innovative approach that uses coaching, somatic insight, and collaborative art-making to support couples in rebuilding trust, improving communication, and creating a thriving, shared vision.

• Group Coaching Programs Facilitated group experiences for individuals or teams focused on relational growth, communication mastery, and leadership through authenticity. 

• Custom Workshops for Individuals, Teams, Retreats, or Organizations Interactive and experiential workshops that combine creative process with relational learning—ideal for leadership retreats, team-building days, or wellness programming. 

• Visioning & Strategic Planning Through Creative Process Vision Board Workshops and Values-Based Planning sessions to align personal or team goals with authentic motivation and clear strategy. 

• Accountability Mentorship for Creative or Mission-Driven Projects 1:1 or small group support for professionals in transition, founders, or creatives needing structured guidance and compassionate accountability to complete meaningful projects with clarity and integrity.

• Speaking Engagements & Guest Facilitation Book Joëlle to deliver powerful talks or guest workshops on topics like relational intelligence, conscious communication, feminine leadership, and the role of creativity in personal and professional transformation.

Rob Hasenbalg

TAX SERVICES:

• Tax Planning

• Tax Preparation

• General consultation

• Business set up​s and closures
  

ACCOUNTING:

• Bookkeeping

• Outsourced accounting

• Financial statements

• Attest services

• Evaluations

Stephen Hartmann and Emma Gleason

• Investment Advisory Services (RIA)

• Retirement Planning

• Estate Planning

• Small-Mid Sized Business 401k/403b Planning

• College Education Planning

• Insurance Planning

• Non-For-Profit Organization Planning

• Income Tax Preparation

• Small-Mid Sized Bank Consulting

Lori Costello-Martin

Combined Insurance is Supplemental Insurance Coverage. We pay the policy holder/customer directly.

POLICIES THAT CAN BE PURCHASED BY INDIVIDUALS DIRECTLY

1. Accident only Coverage

2. Accident and Sickness Coverage 

3. Cancer Care Coverage - Cancer related procedure and treatments

4. Critical Care Coverage 

5. Whole Life Insurance

6. Term Life Coverage

7. Disability Coverage - Protecting your Paycheck

POLICIES THAT CAN BE PURCHASED BY BUSINESSES FOR THEIR EMPLOYEES (THROUGH PAYROLL)

• Individual Business Owners

• Small Size Business Owners

• Medium Size Business Owners

• Large Businesses

• Municipalities

Kristine Lindskoog

Providing personalized Medicare guidance tailored to individual prescriptions, provider preferences, and health needs. My services support both individuals and employers navigating Medicare eligibility, plan selection, and cost-saving strategies.

I work with all major carriers in our local zip codes and am licensed in NY, AZ, CO, CT, DE, FL, MA, ME, NJ, PA, and VT.


MEDICARE ADVISORY AND PLANNING

• Customizing Medicare plans based on personal prescriptions, doctors, and medical needs

• Offering no-cost reviews for individuals nearing Medicare eligibility or seeking improved coverage options

• Advising during the Annual Enrollment Period (10/15–12/7), with availability 7 days a week

• Supporting individuals turning 65 or qualifying through disability or late retirement outside the enrollment window

• Selling Medicare Advantage, Medicare Supplement, and Part D plans from all major carriers

• Consulting employers on transitioning employees over 65 from group to individual Medicare plans to reduce costs

• Assisting with Medicare Savings Programs, Extra Help applications, and IRMAA adjustment forms

Christine Tarullo

For Individuals:

• Personal Auto Insurance

• Home Owner Insurance

• Umbrella Policies

• Renters Insurance

• Recreational Vehicles (boats, motorcycles, ATVs, etc.)

For Commercial:

• Business Owner Insurance

• Landlord Insurance: Homes and Apartment Buildings

• Workers Comp

• General Liability

Kerwin Lovell

• Commercial IT & Tech Support: Provide responsive IT support to reduce downtime and improve operations.

• Computer & Software Training: Teach essential skills for using computers and software more effectively.

• Cybersecurity Solutions: Protect data, networks, and devices from digital threats.

• Managed Cloud Services (Microsoft 365, Google Workspace, etc.): Manage and support cloud platforms to boost productivity and data security.

• Managed WiFi Solutions: Design and maintain fast, secure, and stable WiFi networks.

• Residential Tech & Home Network Solutions: Set up and optimize home internet, smart devices, and connected systems.

• Security Alarm & Camera Installation: Install security systems, including alarms and cameras, to safeguard properties.

• Starlink & Backup Internet: Offer satellite internet and backup solutions for remote or underserved areas.

• VoIP Phone Systems: Deliver affordable, feature-rich internet-based phone systems.

Nadia Moynihan

ESTATE PLANNING AND TRUST ADVISORY

• Designing tailored estate plans for individuals, families, and business owners with multi-generational wealth planning needs

• Drafting and advising on revocable and irrevocable trusts, wills, powers of attorney, and advance healthcare directives

• Structuring trusts to preserve family wealth, minimize estate tax exposure, and provide for special needs or spendthrift beneficiaries

• Advising business owners on succession planning and estate liquidity strategies

BUSINESS AND COMMERCIAL LEGAL COUNCIL

• Drafting and negotiating asset purchase and business sale agreements for individuals and closely held companies

• Preparing and reviewing vendor, service, and independent contractor agreements to align with business operations and risk management goals

• Acting as outside counsel to small and mid-sized businesses on entity formation, governance, and commercial contracts

• Advising family-owned businesses on transition planning, restructuring, and owner exit strategies

FAMILY AND MATRIMONIAL LAW

• Representing clients in uncontested or complex divorce proceedings involving high-value marital estates, including closely held businesses, investment portfolios, and real estate assets

• Advising on and drafting prenuptial and postnuptial agreements to protect separate property, define spousal support, and address business or trust interests

• Litigating and negotiating child custody and visitation arrangements, including interstate custody disputes under the UCCJEA

• Handling relocation, support modification, and enforcement proceedings with sensitivity to long-term family dynamics

Dagmar Trippen

Execution in alignment with brand strategy and business goals

Branding

The visual and narrative identity of your business — how you look, feel, and connect.

• Logo Design & Visual Identity

• Style Guides & Brand Standards

• Print Collateral (brochures, flyers, stationery)

• Presentation Decks & Pitch Materials

• Packaging & Product Labeling

• Brand Voice & Messaging Guidelines

• Brand-infused Web-Design

SOCIAL MEDIA

Build community, nurture engagement, and give your brand a human voice.

• Social media strategy and platform selection

• Content calendars and creative development

• Community management and audience interaction

• Influencer collaborations and user-generated content

• Social listening and audience insights

• Organic growth tactics and brand storytelling

Digital Marketing

Promote your products and services through targeted, time-bound campaigns.

• E-commerce & Online Sales Promotions

• Email Marketing & Automation

• Search Engine Optimization (SEO) & Marketing (SEM)

• Blogging & Content Marketing

• Digital Fundraising Campaigns

• Multi-Channel Campaign Management

• Website Audits & Optimization

Public Relations

Shape public perception, build trust, and extend brand visibility.

• Media outreach and editorial placement

• Press releases and announcements

• Reputation monitoring and crisis communication

• CSR and impact storytelling

• Investor and donor communications

• Speaking engagements and panel placements

• Award submissions and industry listings

• Strategic partnerships with charitable organizations and sponsorship opportunities

EVENTS

Events designed to elevate visibility, build relationships, and reinforce brand credibility.

• Grand Openings and Anniversaries

• Media-facing events and press conferences

• Galas and fundraising events

• Trade shows and industry exhibitions

Paul DeDominics

• Household Moves

• Commercial Moves

• Storage

Tim Beadnell

1. Human Resources & Payroll

• Seamless HR administration, payroll, benefits, and compliance

2. Talent Acquisition

• Attract, hire, onboard, and develop top talent efficiently

3. Workforce Management

• Time tracking, attendance management, expense processing, and scheduling

4. Talent Management

• Enable employee connection, collaboration, and productivity tools

Extras across Services

• Modular platform offering a unified employee record

• Advanced reporting, predictive analytics, AI, and a virtual assistant for streamlined operations

Dawn McCurdy

• Residential Home Buying & Selling
  Personalized guidance through every step of buying or selling a home, ensuring a smooth, informed process tailored to your goals.

• Market Analysis & Property Valuation
  Providing expert property evaluations and deep local market knowledge to help clients make confident real estate decisions.

• First-Time Homebuyer Support
  Walking first-time buyers through the entire journey with education, trusted resources, and unwavering support.

• Investment & Income Properties
  Helping investors identify and acquire income-producing properties, with insight into Albany’s most promising neighborhoods.

• Relocation & Nationwide Referral Network
  Supporting individuals and families relocating to or from the Capital Region with trusted connections across the country.

• Custom Marketing & Home Presentation
  Offering strategic marketing plans with professional staging consultation, photography, and targeted exposure to sell homes quickly and for top value.

• Luxury & Distinctive Properties
  Discreet and expert representation for high-end and one-of-a-kind homes with curated marketing and qualified buyer outreach.

• Senior Transitions & Downsizing Support
  Compassionate assistance for seniors ready to downsize or transition, including planning, move coordination, and support services.

• New Construction Representation
  Advocating for buyers through the entire new build process, including design decisions, inspections, and contract negotiations.

• Community Education & Real Estate Workshops
  Hosting local workshops and offering one-on-one consultations on homeownership, market trends, and real estate investing.