Meet Our Family
The greatest attribute of any organization is its people, and Arcadia Wealth Management prides itself on the quality and stability of its organization. Our focus on teamwork leads to consistency in the delivery of services and of the client experience.
Walter Wisniewski, CFP®
President | Founder | Senior Wealth Advisor
A CERTIFIED FINANCIAL PLANNER™ practitioner, he has been in the wealth management business for over 40 years, but he spent the earlier part of his career as a concert pianist.
Allison Vanaski CFP®
CEO | Senior Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER™ practitioner, she is passionate about helping clients and families grow their wealth and ensure they have a clear plan for the future.
Susan Wisniewski
Operations Analyst
Susan holds a Bachelor Degree from SUNY at Oneonta and a Masters Degree from SUNY at Stony Brook. She holds insurance licenses for life, health, property and…
Darlene Attard, CPA
Client Relationship Manager
Darlene Attard, CPA, began her career at Ernst & Young and continued with Citibank, N.A. where she earned her CPA License. She also has experience with mortgages and life insurance….
Kelly Lynch, CFP®
Associate Wealth Advisor
Kelly joined the Arcadia team in July 2019 after interning with the company the previous summer as a college student. She is a graduate of Virginia Tech, where she earned a BS in Finance…
Begin Your Journey
As financial planners in Smithtown, NY, our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.
