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Utica–area financial planning firm hires co-director of client service and operations

By Journal Staff


Sharon Kaelin
Sharon Kaelin

NEW HARTFORD, N.Y. — CoughlinGiambrone, LLC, a boutique financial-planning firm based in New Hartford, announced it has added Sharon Kaelin as its co-director of client service and operations.

Kaelin, who has 12 years of industry experience, will be servicing clients and assisting with financial-plan development, according to a CoughlinGiambrone news release.

CoughlinGiambrone, founded in 1996, is headquartered at 610 French Road in New Hartford. The firm’s founding partners are Dennis D. Coughlin and Christopher C. Giambrone.

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Photo credit: CoughlinGiambrone, LLC

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