Meet the Team Behind the Plan

With more than 18 years of experience in wealth management, Ann brings deep technical expertise and a passion for helping families make confident financial decisions.

She began her career at a comprehensive wealth management firm in Houston, Texas, before joining Happiness In Retirement®.

Driven by an entrepreneurial spirit, Ann later founded her own RIA providing outsourced financial planning to independent advisors. She now serves as Director of Financial Planning and a Principal at Happiness In Retirement®, designing comprehensive retirement and investment strategies for clients.

Brianna graduated magna cum laude from Colorado State University with a B.S. in Finance, specializing in Financial Planning. She gained professional tax experience preparing individual and business returns during her time at CSU.

Brianna is drawn to Happiness In Retirement® commitment to client success and brings that same dedication to every return and planning engagement. Outside the office, you’ll find her on a hike with her dogs or teaching them a new trick.

Jeremy specializes in portfolio construction, strategic asset allocation, and risk management. He began his financial career as an analyst at Goldman Sachs, advancing to Associate and earning the firm’s Associate of the Year Award before joining the Portfolio Management Group.

Jeremy earned his MBA from Clarkson University and his BA from Brandeis University. Outside of work, he serves his community as an EMT — honored as EMS Person of the Year — and enjoys rock climbing, long-distance cycling, and spending time with family.

Rebecca joins The Happiness In Retirement^® Group as a Financial Planner, bringing six years of experience from Goldman Sachs Ayco, where she advised clients ranging from rising professionals to senior corporate executives. That breadth gives her a clear understanding of how financial needs evolve as wealth grows along with the strategies required to protect and grow it at every stage.

Rebecca is passionate about helping clients plan for the moments that matter most: navigating a retirement transition, saving for a child’s education, or simply making sure years of hard work translate into a secure future. She takes the time to understand each client’s full story, guiding them with clarity and care every step of the way.

Outside the office, Rebecca lives in Niskayuna, NY with her husband, Adam, where they raised their four daughters. Now navigating life as new empty nesters, she’s looking forward to filling her extra free time with pickleball, hiking, and cheering on the Buffalo Bills.

Dana is an Enrolled Agent with more than 20 years of tax experience across individual, small business, trust, and estate taxation. Before joining Happiness In Retirement®, she spent 24 years working for an estate and elder-law attorney, supporting Medicaid and asset protection planning and managing estate and trust administration.

She earned her EA license in 2015 and went on to found her own tax firm providing year-round comprehensive tax services. Dana holds a B.S. in Accounting, graduating Summa Cum Laude from Post University.

Dustin spent nearly 15 years in biotechnology, playing a key role in the launch of clinical and commercial manufacturing facilities across California, Georgia, and Washington. In 2024, he made the transition into personal financial planning, driven by a desire to make a meaningful impact aligned with his strengths in mathematics and finance.

He earned his bachelor’s degree in financial planning and his Series 65 license in December 2025. Outside of work, he enjoys traveling, hiking, and adventures with his wife and two children.

Danielle keeps the Happiness In Retirement® office — located in the beautiful mansion district of Union Street in Schenectady — running smoothly. She provides administrative support to the team and helps clients navigate their experience with the firm.

She brings 8 years of healthcare administration experience and 13 years in professional liability insurance. Outside of work, she enjoys traveling, volunteering at a horse sanctuary, and spending time with her family and dogs.

Jennifer is part of our client service team, assisting clients through the onboarding process and ensuring all documents are collected with care. She brings 11 years of customer service experience at Verizon, where she earned numerous awards for her dedication.

Jennifer currently lives in Kingshill in the Virgin Islands with her husband Tony and son Arlo. Outside of work, she volunteers with military families, serves as the readiness coordinator for her husband’s military unit, and enjoys traveling and nature.