Steven A Tennant, CFP®
Wealth Management Advisor


Tennant Financial

Staff

Trusting us to be a partner in your financial life is an honor that we don't take lightly.  At Tennant Financial we are committed to providing you with individualized attention, expert advice, and top-notch service.  We firmly believe that with our guidance and coaching you can make sound financial decisions for you and your family.  We work hard to help ensure that our clients find comfort in knowing that Tennant Financial is in their corner.

 
Jeremy A. Berry

Jeremy A. Berry, CPA

Director - Advanced Financial Planning
Office 518-406-5286

Jeremy focuses on implementation of Tennant Financial clients' financial plans.  He says, "Keeping close contact with clients as well as implementation and follow through are some of my most important roles."

When not in the office, Jeremy loves spending time in the great outdoors with his wife Karyn and two children, Grace and Liam.  Canoeing, fishing, and hiking in the Adirondacks are their favorite family outings.

 
Ryan P. Wade

Ryan P. Wade, MBA, CFA®

Director - Investments & Operations
Office 518-406-5286

Ryan's primary role at Tennant Financial centers around the development and implementation of investment strategy as well as ongoing research and monitoring of client portfolios.  In addition, Ryan is responsible for managing the day-to-day operations of the business including financial plan development, oversight of all trading activities, and the training and development of team members.

Outside of the office, Ryan enjoys golf along with spending time with his wife Rachel and two daughters, Kendall and Rylie.

 
Nancy L. Monroe

Nancy L. Monroe

Director of Client Services
Office 518-406-5286

Nancy oversees virtually every aspect of client service at Tennant Financial and, most importantly, works to continually raise the bar to exceed client expectations.  She works closely with Kat and Stephanie to provide the "concierge" type services clients deserve.

Nancy and her husband Dan have two adult children, Daniel and Nichole, along with their two English Springer Spaniels, Aphrodite and Apollo.

 
Anthony J. Santoro

Anthony J. Santoro, JD

Director of Planning & Estate Strategies
Office 518-406-5286

Anthony recently joined the practice in late 2015 and is primarily involved in supporting Steve, Jeremy & Ryan throughout our customized planning process. After finishing law school and passing the NYS Bar Exam,  Anthony worked two years at a premier financial planning firm, AYCO.

Outside the office, Anthony enjoys canoeing and skiing with his wife, Laura.

 
Stephanie A. Tennant

Stephanie A. Tennant

Marketing & Client Service Associate
Office 518-406-5286

Stephanie supports the culture of top-notch service at Tennant Financial by devoting much of her time to servicing clients.  In addition, Stephanie is responsible for our presence on social media and assists Steve and Jeremy to refocus our marketing efforts to organic growth.

Outside the office, Stephanie appreciates the arts and culture, from enjoying live theater to traveling extensively.

 
Kat Herdzik

Kat Herdzik

Investment Operations Associate
Office 518-406-5286

Katarzyna, better known as Kat, brings to Tennant Financial a wealth of experience from her job as a junior stock broker for a Wall Street wealth management company. Now, Kat focuses on customer service and investment operations such as preparing/processing paperwork and investment trades, wire transfers and internal/external account transfers.

When not working, Kat, her husband Jakub, and her Yorkie named Roxie enjoy kayaking and paddle boarding.

 
Lisa A. Skiba

Lisa A. Skiba

Operations Associate
Office 518-406-5286

Lisa supports the team with over 20 years of experience from a high-paced corporate environment.  With her exceptional customer service skills and attention to detail, Lisa adds tremendous depth to the practice.

When outside the office, she enjoys reading and traveling with her husband, Ray.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck