Our Team
Michael R. Testa, CRPS®
Principal | Senior Financial Advisor
Phone: 518-583-4800
mike@tailoredwealthsolutions.com
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
Daniel J. Pearsall
Financial Professional
Phone: 315-272-8387
dan@tailoredwealthsolutions.com
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, 63 and 66 licenses along with Life and Health Insurance Licenses.
CA Insurance License #4098016
Brianne Wall
Business Operations Manager
Brianne Wall is a graduate of SUNY Potsdam with her Bachelors in English and Communications. She has a passion to consistently provide excellence in client relations. Brianne is in charge of organizing business operations.
Prior to joining Tailored Wealth Solutions, Brianne was an office manager at a Physical Therapy Office and a Patient Care Coordinator at a Veterinary Hospital.
When not working Brianne enjoys spending time traveling with her husband, cooking, and playing with her dogs. She also believes in giving back to the community by volunteering.
Caryn Kennedy
Financial Assistant
Caryn Kennedy has been in the financial services industry since 2003 and currently guides our clients through the new account onboarding process and taking care of clients' account servicing needs with professionalism and discretion. Caryn graduated from UCLA with a degree in Geology. She lives in Saratoga Springs, NY, has 3 wonderful children and enjoys gardening, sailing, hiking and Italy.
John Papielion
Client Services Specialist
John “JJ” is a Client Services Specialist for the firm. His transition from accounting brings years of financial experience to the firm. He graduated from the University at Albany with a Master’s degree in Taxation. Along with his knowledge in accounting and growing knowledge in wealth accumulation strategies, JJ holds a Life, Accident, and Health Insurance License in New York.
When not at his desk, JJ can be found at the gym, fishing on Saratoga Lake or camping with family and friends.
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