Our Team

THE PARTNERS

OUR STAFF

EAGLE STRATEGIES LLC

Forbes Top Financial Security Professional Award Michael Testa 2025

Forbes Award for Top Financial Security Professionals for 2021

Forbes Award for Top Financial Security Professionals for 2022

Forbes Award for Top Financial Security Professionals for 2023

Forbes Award for Top Financial Security Professionals, Best-In-State, for 2024

Michael R. Testa, CRPS^®

CEO & Senior Financial Advisor

Tailored Wealth Solutions

Phone: 518-583-4800
mike@tailoredwealthsolutions.com

I believe the best financial plans are like the best fitness routines - structured, intentional, and built to last.

As the founder and CEO of Tailored Wealth Solutions, I've spent the past 20 years helping individuals, families, and business owners simplify complex decisions, organize their financial lives, and maximize what matters: long-term wealth, security, and peace of mind.

With a strong focus on retirement income planning, tax optimization, and business owner strategies, I lead our firm with the same discipline I bring to my personal life. I'm up at 5:00 a.m. every day for my fitness routine - not because I have to, but because consistency builds strength. I believe that mindset carries over directly to the planning process we deliver for our clients.

What makes our firm different? Personal communication isn't just part of the process - it is the process. We take the time to deeply understand each client's goals and values, and then create custom strategies that are organized, tax-smart, and designed to adapt. Clients often tell us they appreciate our financial planning-first approach, our commitment to communication, and our ownership mindset when it comes to results.

At home, I'm a proud husband to Ashley and a (very active) dad to three kids under the age of five. It's loud, it's beautiful, and it keeps me grounded in what truly matters.

Michael holds a FINRA Series 7, 66 and 31, as well as Life, Accident, and Health Insurance Licenses.

^*Chartered Retirement Plans Specialist (SM) and CRPS® are registered service marks of the College for Financial Planning

John Papielion

Associate Financial Advisor

Phone: 518-583-4804
john@tailoredwealthsolutions.com

John is an Associate Financial Advisor for the firm. His past experience in tax accounting brings years of financial experience to the firm. He graduated from the University at Albany with a Master’s degree in Taxation. Along with his knowledge in taxation and wealth accumulation strategies, he deploys an attentive focus to tailoring a client's financial plan for successful longevity. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.

John was born and raised in the Capital Region and while not at his desk, he can be found at the gym, fishing on Saratoga Lake or camping with family and friends. He embodies the helping hand mentality outside of the office as well, coaching at CrossFit Schenectady a couple mornings a week.

John holds FINRA Series 7 and 66 licenses along with Life, Accident, and Health Insurance Licenses.

Edward Christian Quimby IV, FSCP®

Financial Advisor

Phone: 518-894-0550
Ecquimby@tailoredwealthsolutions.com

Christian has created a specialized practice of guiding families and businesses to financial security. Through in-depth client conversations and a systematic plan, he is able to streamline their financial objectives and focus on his clients’ retirement planning and tax-free wealth accumulation.

Christian holds an invaluable ability to solve problems and arrive at creative solutions that are always in the best interests of his clients.

Christian was an operating engineer prior to becoming a Financial Advisor.

Christian enjoys time with his wife Samantha and their three beautiful children. When Christian is away from the office, he can be found enjoying his family, working out, and spending time outdoors.

Christian holds a FINRA series 7, 66, and Life, Accident, and Health Insurance Licenses.

*Financial Services Certified Professional (FSCP ®) is a registered service mark of The American College of Financial Services.

Nic Carbone

Associate Financial Advisor

Phone: 518-207-4900
nicolas@tailoredwealthsolutions.com

Nic brings a strong balance of financial expertise, discipline, and character to his role as one of Tailored Wealth's trusted advisors. With a degree in Applied Mathematics and Finance and several years of experience, he helps clients navigate complex financial decisions with precision and care.

Clients value Nic’s steady demeanor, attention to detail, and commitment to understanding their individual goals. He believes great advising is built on trust, and he delivers tailored strategies that prioritize long-term success and meaningful relationships.

Outside the office, Nic enjoys following professional sports, time with family and friends, and staying active. His integrity, reliability, and client-first mindset make him a dependable partner for those seeking financial confidence.

Nic holds a FINRA series 7, 66, and Life, Accident, and Health Insurance Licenses.

Brianne Wall

Business Operations Manager

Phone: 518-583-4803

brianne@tailoredwealthsolutions.com

Outside of work, I love traveling with my husband, cooking (orange chicken is one of my go-to dishes!), and pilates. We have two dogs—a playful Vizsla and a spirited French Bulldog—who definitely keep life interesting. I’m also passionate about giving back and enjoy being involved in volunteer work within my community.

I graduated from SUNY Potsdam with a degree in English and Communications, and I’ve always had a passion for creating meaningful connections through great service. At Tailored Wealth Solutions, I focus on organizing and improving our business operations to help the team—and our clients—thrive.

Before joining the team, I worked as an Office Manager at a Physical Therapy practice and as a Patient Care Coordinator at a Veterinary Hospital. Both roles helped shape the way I approach communication, organization, and client experience.

Isabel Bateman

Client Service Associate

Phone: 518-875-8839
isabel@tailoredwealthsolutions.com

Isabel recently earned her B.S. in Mathematics with minors in Economics and Psychological Sciences from Rensselaer Polytechnic Institute, where she is currently pursuing her MBA in Corporate Finance. She brings a detail-oriented mindset and a passion for learning to the team, always focused on clarity, efficiency, and long-term outcomes.

Originally from Maryland, Isabel now lives in the Capital Region and enjoys spending time hiking, exploring creative projects, and learning about behavioral finance and systems thinking. She is driven by curiosity, process improvement, and building behind-the-scenes support that helps both clients and advisors succeed.

Isabel holds her Life, Accident, and Health Insurance License.

Trent Pollock

518-500-2073

trent@tailoredwealthsolutions.com

Trent brings a strong background in banking, most recently serving as an Assistant Branch Manager at The Adirondack Trust Company, where he developed operational expertise, strong problem-solving abilities, and a thoughtful, service-oriented approach. His experience in branch leadership and day-to-day client interactions has translated naturally into his role at Tailored Wealth Solutions.

In his role, Trent provides essential support to both clients and advisors, ensuring that account processes and client requests are handled smoothly from start to finish. He values building strong client relationships, supporting advisors in delivering tailored guidance, and contributing to a positive, collaborative team environment. He approaches each day with steady communication, attention to detail, and a commitment to dependable service.

Outside of the office, Trent enjoys traveling to new destinations and spending time outdoors—walking, hiking, kayaking, and exploring Lake Champlain on his family’s pontoon boat. He also enjoys life at home with his three dogs—a Bernese Mountain Dog, German Shepherd, and Beagle. Deeply rooted in his community, Trent serves as Treasurer for the Fort Ann Volunteer Fire Department and President of the Fort Ann Volunteer Fire Department Support Group, where he leads fundraising efforts and community engagement initiatives.

Hallie Barot

518-583-4800

hallie@tailoredwealthsolutions.com

Hallie spent nearly a decade in Key Largo, Florida, where she worked at Ocean Reef Club and developed strong experience in client service, leadership, and managing multiple food and beverage outlets. In this high-touch environment, she built lasting relationships with members and cultivated a deep commitment to thoughtful, attentive client care.

Hallie brings this background to Tailored Wealth Solutions, where she is dedicated to expanding her financial knowledge and contributing to a seamless, high-quality client experience. She values clear communication, consistency, and supporting both clients and the team with professionalism.

During her time in the Florida Keys, Hallie enjoyed golfing and spending time out on the water. Now back in her hometown, she is grateful to be closer to friends and family and looks forward to reconnecting with the community where she grew up.

Our Office

Proudly Local. Deeply Connected.

Our office in Saratoga Springs isn't just where we work - it's where we've built long-term relationships, hosted conversations that matter, and supported families and businesses for years.

Interested? Contact us now.

Tailored Wealth Solutions Office Building in Saratoga Springs, NY

Recognized Excellence

We're proud to share that Principal Advisor Michael Testa has been named to the Forbes Top Financial Security Professionals list for five consecutive years - a distinction that reflects a commitment to excellence, integrity, and long-term client success.

This recognition is more than just a title - it's a testament to the trust our clients place in us and the care with which we help guide their financial lives. At Tailored Wealth Solutions, we don't measure success by rankings, but by the confidence and clarity our clients feel as they move toward their goals.

We're honored by this recognition - and even more honored to serve the families, business owners, and professionals who make our work so meaningful.

The Forbes ranking is based on a combination of qualitative and quantitative factors, including industry experience, credentials, client service, and compliance history.

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