Skip to main content

THE ULPG TEAM

Team image

Our Upstate Legacy Planning Group team includes strong, dedicated professionals who share an unwavering commitment to working in our clients’ best interests. Relying on decades of combined industry experience and an impressive array of designations and credentials, our advisors offer unique perspectives and thoughtful solutions tailored to meet your needs. Our goal is to help you develop lifelong financial security by offering proactive, forward-focused strategies.

John B. Tripoli MBA, CLU®, CFP®

Co-Founder and Private Wealth Advisor

Brett G. Smith MBA, CFP®

Co-Founder and Private Wealth Advisor

Don S. Clardy CFP®, ChSNC®, MBA, LL.M., J.D.

Partner and Private Wealth Advisor

Christopher Griffin

Director of Operations

Cassie J. Glover

Director of Insurance Services

Mallory Zaccone FSCP®

Director of Marketing

Joanne E. Beresheim

Director of Investments and Planning

Meredith J. Fallon

Executive Assistant

Elliott Bull

Associate Financial Representative

Gregory Rosson

Financial Planning Assistant

Jonah Moore

Financial Planning Assistant

Brooke A. Smith

Client Service Representative