The professionals of Arista Wealth Advisors

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Timothy E. Casserly, Esq., CFP®

Tim graduated from Boston College with honors in 1981 with a Bachelor of Arts Degree in Economics and Communications. In 1984, Tim received his Juris Doctorate from Albany Law School of Union University in Albany, New York. Tim received his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.

Read full bio here... Contact Timothy E. Casserly, Esq., CFP®:  tcasserly@burkecasserly.com | 518.452.3805

Karin J. Lopez, MBA

Karin joined the team at Arista Wealth Advisors Ltd. in 2002 and has since become Vice President and Partner in the firm.  Karin is experienced with more than 16 years in the industry providing comprehensive financial advice. Karin works directly with clients to help them accomplish their financial goals through preparation of financial plans, retirement planning, planning for education funding, and investment management.

Read full bio here... Contact Karin J. Lopez, MBA:  klopez@aristawa.com | 518.452.3805

Jessica L. Lopez, Financial Planning Associate

Jessica Lopez joined Arista Wealth Advisors in August 2016. Jessica graduated from the College of Saint Rose in 2015 with a Bachelor of Science in Communication Sciences and Disorders. She brings with her multiple years of experience in customer service and the hospitality industry. Jessica has plans to begin coursework for her CFP program in early 2017.

Read full bio here... Contact Jessica L. Lopez, Financial Planning Associate:  jlopez@aristawa.com | 518-452-3805

Kevin D. McLoughlin, CFP®

Kevin McLoughlin, CFP® began his financial services career in 2006 in Washington, D.C. at Hopwood Financial Services, Inc. In 2017 he joined Arista Wealth Advisors LTD. as a Senior Wealth Advisor. Kevin is a Certified Financial Planner™ professional with a B.S. in Finance from St. Joseph’s University (Philadelphia, PA) and an Executive Certificate in Financial Planning from Georgetown University (Washington, D.C.).

Read full bio here... Contact Kevin D. McLoughlin, CFP®:  kmcloughlin@aristawa.com | 518-452-3805

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