518.720.3333Troy, NY

518.306.6268Saratoga Springs, NY


Harmony Wagner


In her Associate role, Harmony’s responsibilities include assisting both the client service team and the advisors on a daily basis. Harmony brings to the team five years of customer service experience in various industries, as well as her academic background in accounting and financial strategy. She works full-time out of our Saratoga Springs office.

In 2016, Harmony graduated with a Bachelor’s degree in Accounting & Information Management from Roberts Wesleyan College. A native to the Saratoga area, she is committed to giving back to the Saratoga community through various youth programs and currently volunteers her time leading a local community group for middle-school students.