Our Team

WILLIAM F. WASSERBACH, Certified Financial Planner and President and Chief Executive Officer.

Mr. Wasserbach has 29 years of experience in the financial services industry.  He holds Series 6, 7 & 63 registrations, and is registered in the states of Florida and New York with FSC Securities Corporation.  

Bill is also a licensed insurance broker dealing on behalf of his clients with numerous national carriers for employee group insurance products. He has been recognized as a leading agent for a variety of insurance companies and has received numerous awards and commendations.


ADELA K. FADEN, Advisory Team Associates

Adela Faden has been with the firm for 12 years. She holds the Series 6 and 63 securities registration, and is registered in state of New York and Massachusetts. She is also New York State Life Insurance Agent.

Prior to joining the firm, Adela worked in the Ministry of Agriculture, Czech Republic. In 2004, she earned her Associates Degree in Business from Hudson Valley Community College in Troy, New York, and started to pursue a carrier in the financial industry where she enjoys the process of supporting clients working towards their investment goals.

Adela shares her time outside of FSC Securities with her husband of over 12 years and her two children.


SUZANNE C. DAVID, New York State licensed Life and Health Insurance Agent. 

Suzanne has over 15 years of experience in the Individual Life Insurance industry.   Comprehensive knowledge of products and services, and remains current on latest trends in the Life and Health Insurance industry. By working closely with clients to understand their financial objective, Suzanne is able to provide insurance products to meet their goals.   Her experience with clients entering the work force, starting a family or planning for their retirement.

Suzanne earned an Associate degree at Maria College, Albany, New York.

Suzanne has lived in Capital Region for 30 years. Over the last 15 years she has shared her time outside of FSC Securities with her husband and her 3 children.

Suzanne C. David is not registered with FSC Securities Corporation.


KIM BOLTRI – Office Assistant

Kim has been with our firm since 2011. She joined our team in 2011 after an extensive career in the mortgage industry.   Kim has an upbeat personality and engaging style which enables her to interact effectively with clients and staff.

She studied at Bryan and Stratton where she took courses in Business Management.

Kim has been living in capital region all her life. In her time away from the office she enjoys time with her family and friends.

Kim Boltri is not registered with FSC Securities Corporation.