Contact:

Laura Mirković, Marketing Manager

Inspire Confidence Group, Ameriprise Financial

518-331-7506

NEWS RELEASE

Local Financial Advisory Practice Adds Two New Advisors To Their Team

The team, which manages more than $840 million in client assets, now has 14 total advisors, 12 of whom hold their CERTIFIED FINANCIAL PLANNER™ certification

ALBANY, NY – November 9, 2023 – Associate Financial Advisors (AFA), Olivia Casale, CRPC^™, and Matt Gentile, are the newest additions to the Inspire Confidence Group™ (ICG) Advice Team. Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC has 30 full time team members and six interns.  The advice team of 14 has 12 advisors who hold their CERTIFIED FINANCIAL PLANNER™ certification, which is the gold standard for financial advisors. 

Olivia Casale, CRPC^™, has worked with ICG for three years and recently passed all her licensing exams.  Upon completion of these exams, she earned her promotion from Client Concierge to Associate Financial Advisor. Olivia graduated from Siena College with her BS in Finance in 2021.  Originally from the Albany, NY capital region, Olivia is now working out of our Kingston, PA office. 

Matt Gentile recently joined our practice as an AFA and graduated from the College of St. Rose in 2022 with a BS in Marketing and a Minor in Finance. Originally from the Albany, NY Capital Region, Matt works out of our Albany, NY office.

“Inspire Confidence Group team members are proud to continue their commitment to clients. We strive to inspire confidence, simplify life and reduce stress,” said Maria Natarelli, CFP^®, CRPC^®, ^® BFA™, Private Wealth Advisor and Managing Partner of Inspire Confidence Group. “We put our clients’ best interests first and provide a team approach to advice, which creates a collaborative client experience. Having Olivia and Matt join our advice team helps continue our customized and dedicated service to clients.”

The combined team manages more than $840 million in client assets for clients located across the country. In 2023, ICG was named to the national list of Forbes “Best-in-State Wealth Management Teams”.

About Inspire Confidence Group

Inspire Confidence Group™, a private wealth advisory practice of Ameriprise Financial Services, LLC, is operated by managing partners: Saša Mirković, CFP^®, MBA, CRPC^®, BFA™, private wealth advisor; Maria Natarelli, CFP^®, CRPC^®, ^® BFA™, private wealth advisor; Andrea Kirk, CFP^®, CRPC^TM,APMA^™, private wealth advisor; Derek Shoden, CFP^®, BFA^™, financial advisor; and Brent Makarczyk, CFP^®, CRPC^™, APMA^™, financial advisor.

The 30-person team, including 14 advisors, works to inspire a more confident future for clients through a collaborative advisory experience.  Integrity and our clients’ interests are our highest mission.  We create a family-focused client experience aimed to simplify life and reduce stress for our clients and team members alike.  We strive for excellence through leadership and teamwork.  Inspire Confidence Group pursues life balance while making a positive impact in the communities where we live.

Inspire Confidence Group serves clients from their office locations listed below: 

•         ALBANY, NY - 80 Wolf Rd First Floor, Albany, NY  12205-2608

•         BEL AIR, MD - 2014 S Tollgate Rd Suite 202 Bel Air, MD  21015

•         CHAZY, NY - 9784 Route 9 Chazy, NY  12921

•         KINGSTON, PA - 575 Pierce Street, Suite 501 Kingston, PA 18704

•         NEW BRIGHTON, MN - 550 Main Street New Brighton, MN  55112

•         WILLIAMSTOWN, MA – 173 Water Street, Suite 1, Williamstown, MA 01267

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel more confident about their financial future for more than 125 years¹. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

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¹Company founded June 29, 1894.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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