Our Newest Asset – Andrew Pallas
“The greatest asset of a company is its people.”
– Jorge Paulo Lemann
We truly believe it is our people that set us apart from other financial firms. Since the start of Minich MacGregor Wealth Management in 2009, we have worked hard to develop into the team we are today. We take great pride in the ways we help our clients plan for the various stages of life. Over the past 13 years our client base has expanded largely in part because of people like you that have introduced us to friends, colleagues, and family members.
To keep up with our growth and success, we decided it was time to add more talent to our team. We are excited to introduce our newest team member, Andrew Pallas. He joined our firm on October 31, 2022.
Andrew has been working in the financial industry since 2013. He started his career in western NY with a financial planning firm and in 2016, he decided to return home to the Capital District area. For the past five years, he has been a financial planner at CAP COM Federal Credit Union. Andrew has always had the intention of earning his CERTIFIED FINANCIAL PLANNER TM certification and is actively working on attaining this very prestigious designation. Lucky for us, his search for a career change occurred at the same time we decided it was time to add to our team of professionals. The rest, they say, is history.
Andrew has experience with social security, Medicare, and tax planning. He takes a holistic approach with clients that includes strategies for wealth accumulation, tax-efficient investing, and charitable giving and assists with estate and retirement income planning.
Andrew resides in downtown Saratoga Springs. Outside the office, when he is not preparing for his CERTIFIED FINANCIAL PLANNER TM certification, he enjoys playing basketball, coaching youth basketball and hiking. He is also a volunteer at Therapeutic Horses of Saratoga.