Susan Hansen, Registered Principal, CFP®, CLU®, AIF®, AEP®, ADPA®
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. 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, Senior Financial Advisor, CPA, AIF®
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.
Laura Adams, Client Relations Manager, Financial Advisor
Our Client Relations Manager, Laura, is our newest Financial Advisor and has been part of the Hansen’s Advisory Team since 2010. She understands the needs of our clients and creates a clear path for them to reach their financial goals. Laura’s primary duties include:
– Managing systems related to maintaining high quality service for our clients
– Financial planning using various electronic platforms such as eMoney, Ethos
– Educating clients about the financial and social impact of their investments
– Reviews and aligns clients’ portfolios based on their individual risk tolerance and value
Laura holds her Series 7 and 66 registrations, is a NY State Notary Public and has a BA in Art History and MFA in Photography. She enjoys spending time with friends and family (including the furry kind!), photography, organic gardening and exploring the outdoors.
Julie Wright, Administrative Assistant
Julie joined our team in 2020 and immediately put her skills to work enabling a smooth transition to our new broker dealer. She has exceptional attention to detail and is able to bring clarity to complex questions. Julie’s primary duties include:
– Assisting clients with account maintenance requests and service needs
– Creating and maintaining client-related and office-related reports
– Manage projects related to strengthening our marketing efforts
Julie has her AS in Accounting and is preparing for the Series 7 exams. After work hours, she is busy with her four children and, during the summer months, can be found on the lake training or competing in local and regional regattas.
Lisa Chasse, Administrative Associate
The newest member of our team, Lisa Chasse, brings a background in education and retail along with her Series 7 and 66 registration licenses to her role as Administrative Associate. Hansen’s values of Socially Responsible Investing match her desire to support climate change efforts as well as other global issues making her a great fit with our team.
Lisa’s natural curiosity about people, combined with a drive to create wonderful customer service experiences, is one of the things that she has enjoyed most in her work life. She looks forward to bringing this passion for customer service to our clients addressing any concerns or investment questions they have while she continues to grow in her position.
Lisa’s favorite pastime is riding her bike along the Erie Canal Trail and she enjoys boating, camping, and scuba diving with her husband and two daughters.
Philippa Read, Accounting
Philippa has been a self-employed entrepreneur for over 10 years. Her love of accounting is only bested by her love of taking part in triathlons. She has competed in the Muscle Man, Delta Lake, and Green Lakes triathlons and is happiest when she is biking, swimming or running! When she isn’t working hard as an athlete or a business person, she can be found chasing her adorable Golden Doodle named Confetti.