Katelyn M. Kriesel

Katelyn Kriesel is a financial advisor focusing on Socially Responsible and ESG Investing, helping clients align their financial decisions with their personal values and long-term goals. With a strong background in renewable energy and civic engagement, Katelyn brings a unique perspective to investment strategies that aim to achieve both financial success and positive environmental and social impact.

In addition to her professional work, Katelyn has been deeply involved in improving the town of Manlius through various community initiatives. From advocating for sustainable practices and renewable energy to supporting local economic development initiatives, she is passionate about fostering positive change and ensuring a better future for the local community.

Katelyn lives in Fayetteville with her two daughters and continues to be an active member of the community. With a focus on service, she is dedicated to helping individuals and families secure their financial futures through strategies that reflect both their personal goals and their commitment to making a difference in the world.

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of nonfinancial principles in addition to financial principles used to evaluate potential investments. The incorporation of nonfinancial principles (i.e., ESG) can factor heavily into the security selection process. The investment’s ESG focus may limit investment options available to the investor. Past performance is no guarantee of future results.