Dagmar Trippen

BUSINESS ADVISORY

Building the strategic infrastructure for more customers, more revenue, and fewer headaches.

• Launching Entrepreneurs: Don't know where to start?
  I'll help you build the right foundation, prioritize what matters most, avoid shiny-object distractions, and prevent early mistakes that become expensive to fix years later.

• Life Science & Biotech Startups: Launching an innovation but not ready to hire a full team?
  With a minor in physics and startup experience, I speak both science and business, so you can stay focused on your product while I build the business around it.

• Established Small Businesses: Hit a plateau? Preparing to sell your business? Taking over a business?
  I'll remove what's holding you back so you can scale again, increase your business value to attract potential buyers, and ensure a smooth transition while preserving what made the business successful.

Want to learn more about how I've helped businesses like yours? Send me a DM, and I'll share a case study relevant to your industry.

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

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

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

Dagmar Trippen

Public Relations

Strategic PR that increases your visibility among the right audiences and builds credibility and trust in the market.

• Need to Get PR-Ready?
  Would you be ready if a journalist called today? I’ll build the foundation before the opportunity arrives, so your story, public presence, and response are ready when the moment comes.

• Don’t Have the Bandwidth to Chase Opportunities?
  While you run your business, I’ll watch for where you belong, from the media and podcasts to awards, speaking engagements, strategic partnerships, and sponsorships, and pursue the opportunities that are genuinely right for you.

• Have a Milestone Coming Up?
  A grand opening, anniversary, new location, or product launch can generate media coverage, reconnect you with customers, and introduce your business to new audiences. I’ll shape the story, bring the right people into the room, and turn the occasion into lasting visibility.

Every business has a story - usually, more than one. Let’s find out which of yours are worth telling and who needs to hear them.

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.