Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services LLC. Outside of financial advising, she serves as an alternate trustee for Demberg Farm LLC and is a licensed notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary investment management and financial planning services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis methods to build tailored asset allocations and monitors portfolios on an ongoing basis.

Tiffany Soricelli is a financial advisor at Godfrey Financial Associates, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Virtuoso Asset Management LLC, Marshall & Sterling Wealth Advisors, LPL Financial LLC, and Northwestern Mutual. Outside of her advisory role, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers discretionary investment management and financial planning, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored asset allocations.