Our People

Joe is the President of The Di Bella Financial Group, LLC. He started his career in the financial services industry in 1999. Joe excels at understanding the complex goals and desires of his clients and is passionate about creating custom comprehensive financial solutions that address their overall needs. Joe spends the majority of his time in the areas of wealth management, retirement planning, business succession planning, and estate planning for affluent individuals and families, executives, business owners and their families.

Joe is an Investment Adviser Representative with Eagle Strategies, LLC a Registered Investment Adviser. His relationship with Eagle Strategies allows him to provide financial planning services and fee-based investment advice to his clients.

Over the course of his career, Joe has earned numerous industry awards, including Million Dollar Round Table Top of the Table, Qualifying and Life Member^{^}. Joe is also a member of the National Association of Insurance & Financial Advisers.

Joe received his degree in psychology from Saint Lawrence University and holds a LUTCF degree from the American College, Bryn Mawr, Pennsylvania.

Joe is very active in his community and serves as a founding Board Member and Secretary of The Bus Stop Club, a nonprofit organization providing support to children who have siblings with chronic illness. He is also active in coaching youth sports, including Girls Varsity Lacrosse coach at Columbia High School, and Flag Football.

Joe resides in East Greenbush, NY with his wife Kelley and children Corinne and Owen. As a family they enjoy traveling and skiing.

^MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

Liz enjoys partnering with clients and families to assist them in achieving their goals through comprehensive financial planning. She began her career in 2010 and is a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor.

Liz graduated from Siena College with a Bachelor of Science in Finance. She is a member of the National Association of Insurance & Financial Advisors (NAIFA) and a member of the Million Dollar Round Table. Liz is a current board member for the Siena College Center for Private Wealth Management and enjoys being active in her community through various volunteer organizations.

Liz is a native of Troy, NY and currently resides in Clifton Park, NY with her Husband Zak and son Noah.

Stephen J. Woodard is the Director of Investments and Financial Planning at The Di Bella Financial Group, LLC. He joined The Di Bella Financial Group in 2011. His primary focus is overseeing the firm's administration of investment advisory business and providing support for developing, implementing and maintaining comprehensive financial plans for our affluent clients. He also works closely with the entire team in an effort to ensure quality recommendations and solutions to our clients' financial goals and objectives.

Steve earned his MBA at the University at Albany and has worked in the insurance and financial services industries since 1996. To deepen his industry specific knowledge, he has undertaken additional coursework culminating in Chartered Life Underwriter (CLU^®) designation, and Chartered Financial Consultant (ChFC^®) designation.

Karen is the Director of Operations for the firm. She is responsible for the day to day operations of the business as well as ensuring that our clients receive the highest quality service that they deserve. Karen manages underwriting and all administrative functions within the company.

Karen joined The Di Bella Financial Group, LLC in 2004. She has over 30 years’ experience in business and operations management.

In her free time Karen enjoys entertaining, volunteering and hiking with her husband Terry.

Paige joined the Di Bella Financial Group in 2020 and assists Liz with coordinating and preparing for client meetings as well as providing client services. She has a Bachelor's Degree from SUNY Oneonta, holds her Series 7 license, and is an Associate Financial Advisor. Paige enjoys traveling and lives with her boyfriend Noah and their two cats Kenny and Bug.

Susan joined the Di Bella Financial Group in 2023 as an Associate Financial Advisor for Joe. Previously, she was at Ayco Goldman Sachs for 8+ years, and has accumulated over 15 years of experience in the financial services industry, ranging from consumer loan underwriting to trading. She earned her Bachelor’s Degree from University at Albany, and also holds her series 7 and series 66 licenses.

In her spare time, she enjoys traveling and hanging out with her Aruban street-dog named Marge.