Meet Our Team

Adam M. Neary, CMFC

Leading NLG Wealth Management, Adam offers investors nearing retirement and already retired financial strategies to help create long-lasting income streams, protect principal, mitigate risk, potentially reduce income taxes, as well as plan for their estates. Adam and his team have access to a wide breadth of financial products and services to assist clients toward working toward their goals, including stocks, bonds, mutual funds, fixed and variable annuities, life/long term care/disability insurances, and investment advisory services. Wealth management services providing a higher level of account reporting, professional portfolio management and quarterly rebalancing are available to clients who have amassed a significant level of assets and seek to take advantage of someone to help manage their wealth. Through the financial planning process, the NLG Wealth Management team helps clients navigate changes in their lives and lifestyles. NLG Wealth Management clients include multi-generational families, business owners, executives, teachers, public employees, and more. Services are custom-tailored to address unique circumstances and perspectives.

Adam Neary holds securities industry registrations including series 7,63 with LPL, Series 65 with Capital Financial Planning  and the New York State Life, Accident and Health Insurance License. He has received the Chartered Mutual Funds Counselor (CMFC) designation. Adam has been a national conference speaker and mentor to financial advisors. He has served as a member of the President’s Cabinet of Capital Financial Planning. Adam has successfully assisted retiring financial advisors with the transition of their practices. Highly personable and possessing a strong work ethic, Adam leads others by example. Adam holds a Bachelor of Science degree from Hobart College in Geneva, NY. A life-long resident of the Capital Region, Adam lives in Guilderland with his wife, Carolyn, his son Alex, and daughter Emma, and enjoys golf, lacrosse and community service.

 

Peter Luczak, CFP®

With over 30 years of experience in the securities industry, Peter Luczak, CFP® has helped his clients navigate through a wide range of market conditions. As a father and grandfather, Pete is well-versed in the joys and challenges of family life, bringing those insights to his work. Highly personable, Pete builds rapport with his clients and seeks to tailor his services to the distinctive needs of each individual, whether they are just starting out or in retirement. He is a CERTIFIED FINANCIAL PLANNERTM, dedicated to continued education to hone his craft. Originally from the Buffalo, NY area, Pete is involved in the Capital Region community and has volunteered for many years in organizations such as Kiwanis. Pete holds a Bachelor of Arts degree from the State University of New York at Fredonia and a Master’s Degree in public finance from the University at Albany. Pete enjoys relaxing on the golf course and time spent with his grandchildren. 

 

Daniel J. O'Keefe, CFA, CFP®

Dan earned a B.S. degree in finance from the University of Rhode Island. He returned to his native Delmar, NY upon graduation and is active in the local community as a volunteer youth basketball coach. Dan serves on the parish council of St. Peter’s Armenian Church in Watervliet, NY.  Dedicated to continued studies in the industry, Dan has earned the CERTIFIED FINANCIAL PLANNERTM designation through Bryant and Stratton College. Dan’s practice is focused on assisting business owners with their unique needs for retirement, estate planning, and business continuity. Dan also works with young professionals to assist them in establishing a disciplined approach to wealth accumulation and management. Dan helps his clients address a wide range of objectives including retirement, education, portfolio construction, and wealth management. Dan enjoys networking with business professionals, community service, sports and physical fitness.

 

 

 

 


Shelby L. Martin

Shelby was born, raised, and educated in the Capital Region. Shelby came to NLG Wealth Management with significant experience in the banking and customer service industries. In her role as a financial advisor, Shelby helps clients to identify their goals and assists with investment selection. Easy to talk to and a great listener, Shelby readily builds rapport and provides our clients with outstanding service and thoughtful, proactive strategies. Shelby holds securities licenses series 7 with LPL and 66 with LPL and Capital Financial Planning an AAS degree in Business Administration from Fulton Montgomery Community College. When not at work, Shelby enjoys spending time with her fiancée, Ian, her family, and friends. Shelby is the proud parent of an English mastiff, Josie, and enjoys volunteering for a number of community causes.

 

 

 

 

 

 Brittany Hedderman, MBA

Brittany joined NLG Wealth Management in 2017 after working in healthcare in both management and consulting, as well as luxury retail management. Brittany holds an MBA from Union Graduate College and a Bachelor of Science in Business Administration with a concentration in finance and marketing from Villanova University. Disciplined and motivated, Brittany has extensive experience in client relations and data analytics. Brittany holds securities licenses series 7 with LPL and 66 with LPL and Capital Financial Planning and is dedicated to continuing her education in the industry. Born and raised in the Capital Region, Brittany enjoys living in Delmar with her husband, Nick. An avid fitness enthusiast, Brittany has completed 2 half-marathons. When she is not working, you might find her running, skiing, or traveling off to her favorite global destinations.