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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Derek Meka

Owner, Financial Planer

315-404-9557

315-219-5876

derek@theprecisionfinancialgroup.com

distinct planning process that addresses the most critical retirement questions Born in Canajoharie NY, I am a graduate of SUNY Polytechnic Institute and have been working with families and business owners in the financial services...

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Austin Vanderhoof

Investment Advisor Representative

315-225-0073

315-219-5876

austin@theprecisionfinancialgroup.com

Austin is insurance-licensed in NY,MA,FL and GA.

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Kandis Paolone

Health/Medicare Insurance Specialist

518-879-8985

I am a resident of Saratoga Springs, with offices throughout Central and Western NY.  As an insurance broker I specialize in Medicare insurance, Veterans Benefits, low-income subsidy, and Life, Accident, and Disability insurance.I...

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Excelsior Wealth Partners

3153031668

EXCELSIOR WEALTH PARTNERS Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas. Our experience, personalized approach, and commitment to...
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