Our Team

Michael R. Testa, CRPS®

Principal | Senior Financial Advisor

Michael specializes in helping families and business owners organize and simplify their financial house and maintain and active role in keeping it that way forever. Michael utilizes his resources with the Tailored Wealth Solutions firm in a structured manner to best provide the right solutions for clients to ultimately follow their dreams and to stay the course actively.

Areas of Concentration Include:

  • Personal Retirement Planning
  • Business Succession/ Exit Planning
  • Comprehensive Asset Management
  • Insurance Protection/ Wealth Transfer Planning
  • Education Planning
  • Investment Portfolio Construction

Michael has been in the industry for a total of 16 years. He was born and raised in the Capital Region and extended his education at Siena College in Loudonville, NY where he graduated with a degree in Investment Management. Michael is married to his wife Ashely and they have a beautiful daughter Dylan. Passions include educating the community on wealth building, fitness competitions and Real Estate.

Michael holds a FINRA series 7, 66 and 31. Life, Accident, and Health Insurance Licenses

*Chartered Retirement Plans Specialist (SM) and CRPS® are registered service marks of the College for Financial Planning

Daniel Pearsall headshot

Daniel J. Pearsall

Financial Professional

Daniel Pearsall is a Financial Professional with over 12 years of experience in the Financial Services industry. He offers financial services for families, retirees and business owners, with experience in investment strategies. A caring and committed problem solver, Daniel crafts tailored financial strategies to support clients’ confidence in their financial futures as they pursue their objectives.

Prior to joining the firm, Daniel resided in New York City where he was the Director of Investment Operations at Waterfall Asset Management, a $9B hedge fund based in Manhattan.

Daniel was born in Central NY and currently resides in Saratoga Springs, NY. He received his Bachelor’s degree at Siena College where he graduated with a degree in Finance and Investment Management. Away from the business, Dan enjoys traveling, golfing and spending time with family and friends.

Daniel holds FINRA series 7 and 63 licenses along with Life and Heath Insurance Licenses.

CA Insurance License #4098016

Julie Decker

Julie Decker

Office Manager

Julie is an Administrative Assistant for the firm. As an Administrative Assistant, Julie is responsible for helping with numerous tasks including maintaining and updating client accounts. Julie recently joined our team as a seasoned professional and is a great addition to our team.

Julie lives in Latham with her son Ian. Julie enjoys going to the beach, working out at the gym and spending time with family and friends.

Jeff Star

Jeff Starr

Registered Service Assistant

Jeff is a Licensed Assistant for the firm. He brings with him almost decade of experience in banking and financial services. Jeff first teamed with Michael Testa in 2019. Jeff holds a FINRA series 6, and other FINRA licenses as well as his Life, Accident and Health Insurance Licenses.

When not at his desk, Jeff can be found at his home in Saratoga Springs with his wife Nicole, teaching their young son Grayson to cheer on the Buffalo Bills.