The Team

Susan Hansen, Registered Principal, CFP, CLU, AIF, AEP, ADPA

sue@hansensadvisory.com

Susan S. Hansen, a Certified Financial Planner, Accredited Investment Fiduciary, Accredited Estate Planner and Chartered Life Underwriter, Accredited Domestic Partnership Advisor, has been in the financial planning field since 1985. Sue is the owner of Hansen’s Advisory Services, Inc. in Fayetteville, NY. In addition to being a member of the Financial Planning Association (FPA), she is a member of the Estate Planning Council in Syracuse, First Affirmative Financial Network and the Social Investment Forum. Sue is a former President of the Central New York FPA Board.

As a balance to her work, Sue enjoys having her thoughts flow during runs along the Erie Canal, and the hills surrounding DeRuyter Lake as well as the streets of Fayetteville. Swimming is a year-round activity for Sue that also revives her body and senses!

The financial business, for Sue, is exciting and stimulating as it continually evolves.

Check the background of this investment professional on FINRA’s BrokerCheck.

Gayle Olivette, Registered  Representative, CPA, AIF

gayle@hansensadvisory.com

Gayle J. Olivette, a Certified Public Accountant, joined the financial planning field in 2008 after spending many years in a career in accounting. Gayle began working with Hansen’s Advisory Services in 2012, pursuing a strong interest in sustainable, responsible, investing.  Gayle enjoys working with people and helping them put together the pieces of their financial puzzle. Gayle was previously associated with Susan Budrakey and Associates, Inc.

A Cazenovia resident and graduate of Iona College in New Rochelle, NY, Gayle enjoys learning how investments can positively impact society and helping people align their investments with their values. In her free time she enjoys outdoor activities, including hiking, boating, and skiing.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Sharon Wegener, Account Executive

sharon@hansensadvisory.com

The office would not be complete without Sharon taking care of the office records and any other HR tasks. In addition, she maintains the outside yard and gives it a pleasant look. In her spare time, Sharon enjoys many outdoor activities such as walking and cross country skiing. She also enjoys reading books with her cat ‘Sushi’ nearby.

 

Laura Adams, Administrative Associate

laura@hansensadvisory.com

Our administrative associate, Laura Adams, assists in taking care of clients’ questions and concerns along with maintaining and updating records. Laura is also an artist and educator in photography, and has taught part-time at area universities, such as Cazenovia College and Cornell University. She formerly held an administrative position with Light Work, a non-profit organization at Syracuse University that benefits emerging artists in photography.

She has a passion for helping people realize their goals, whether artistically or financially, and enjoys using her experience in teaching and design to share Hansen’s Advisory Services, Inc.’s knowledge of financial planning and socially responsible investing.

Faith Dickinson, Office Assistant

faith@hansensadvisory.com

Faith provides timely summaries of news and information of interest to us and our clients. She keeps the clients records in order and helps with the filing. Faith is our all-around “office assistant.”

Potential Employees

Hansen’s Advisory Services, Inc. has gone to great lengths to create a comfortable, respectful atmosphere in which to work where employees’ values and goals are an essential part of our experience. We are interested in motivated, responsible individuals who intend to grow.

The following list details the kind of person we prefer to have as a collaborative team member:

  • Interested in others, willing to listen, wants to be helpful.
  • Is welcoming and pleasant to clients.
  • Willing to be of help to clients or other office personnel.
  • Wants to be able to answer any questions before forwarding call to someone else.
  • Willing to learn new methods of accomplishing tasks.
  • Willing to grow personally.
  • Has trust in the integrity of people.
  • Is willing to do work beyond job description if it benefits clients and our company.
  • Has developed skills in working on the internet and with various software.
  • Takes care of personal space and office space.
  • Has integrity.
  • Is willing to say what has been done even if it needed to be done another way.
  • Likes to be organized.
  • Wants the office procedures to flow efficiently.
  • Likes to set up systems that make the office more efficient.
  • Is accepting of others’ perspectives.
  • Appreciates the value of office discussions that forward the services we offer clients.
  • Wants to be an integral part of making our business the best it can be.
  • Is interested in understanding financial and social responsibility concepts.
  • Likes working in a small office and sometimes alone.
  • Enjoys following through with a task or project.
  • Likes to gather facts that are needed to answer a question.

Check the background of our Broker Dealer on FINRA’s BrokerCheck

Hansen’s Advisory Services is currently licensed in AZ, CA, CO, FL, IL, ME, MA, NJ, NM, NY, NC, OH, PA, RI, SC, VT, VA

Securities are offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Hansen’s Advisory Services, Inc. and Cadaret, Grant & Co., Inc. are separate entities.

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