Patrick Fillette, CFP®, ChFC®
President┃845-255-5888┃patrick@hvretirement.com
At ClearPath Advisors, Patrick is the co-founder and lead planner. With 30 years of experience in the industry, Patrick ensures his clients have the right tools needed financially.
Before ClearPath, Patrick was a Senior Vice President at one of the largest Independent financial planning firms on the East Coast. He joined this company in 1993, and mentored Advisors from New York down to Florida. After the birth of his daughter Hannah in 1999, he decided to take that experience and focus solely on building his own practice. Patrick realized he didn't want to miss seeing his children grow, therefore found himself no longer wanting to commit to traveling. This goal brought Patrick back to his roots in Hudson Valley, NY where he grew up; apple country and rolling hills.
Patrick's goal is to bring financial clarity and guidance to individuals and their families. He looks forward to helping clients take the journey towards financial independence. Patrick likes to believe his client relationships flourish by the work they do together.
Growing up near the Catskills Mountains, Patrick found himself exploring the streams and rivers with a fly-rod in hand. That has now expanded to the Adirondack Park where he can continue to explore the waterways and look for new places to fish, and hike. Patrick also likes to find new interests in cooking and explores the possibility of taking cooking classes to brush up on his skills. With his Italian heritage, he has fond memories of his grandmother cooking in her kitchen. He is inspired to recreate some of the old family favorite dishes he and his family enjoyed many years ago.
Education
Certified Financial Planner CFP ® ; College for Financial Planning
Chartered Financial Consultant ChFC ® ; The American College of Financial Services.
Member of the Financial Planning Association
Marc A. Schain, CPA
Vice President┃845-255-5888┃marc@hvretirement.com
Marc Schain, CPA is a founding member of ClearPath Advisors. Since the start of his professional career, Marc has always put the needs and concerns of his clients first. With his expertise as a Certified Public Accountant, Registered Investment Advisor and Accredited Investment Fiduciary, Marc believes that the services he provides should always be in the clients best interest.
His professional career has spanned over 40 years and he is as passionate today as he was on the first day he opened his practice. Marc believes that working together as a team means we can provide the appropriate strategies to help clients achieve their financial goals and dreams.
Marc lives in the mountains of the beautiful Hudson River Valley along with his gorgeous black lab, Marcia, and his ever so affectionate cat, Sweet Potato. When Marc finds time for himself, he is either enjoying a round of golf with friends, biking the backroads, catching some ski runs at Hunter Mountain or enjoying his passion for cooking.
Education
BS Accounting New York Institute of Technology
Series 7 & Series 66
Health, Life, and Annuity Licenses
Accredited Financial Fiduciary
Certified Public Accountant
Personal Interests
President – The Jewish Congregation of New Paltz
Board of Trustees Member – Woodland Pond CCRC
William J. Winters, RICP
Financial Advisor┃845-255-5888┃bill@hvretirement.com
Bill joined ClearPath advisors in 2016 as a junior advisor. After a few years, he quickly transitioned into a full-time advisor. With a passion for always wanting to help others, he specializes in assisting clients identify their most cherished goals and create custom solutions to help achieve them. Realizing the importance of education and helping clients achieve financial independence is his driving force.
In 2021, Bill received the RICP® designation from the American College for Financial Services. This positions him to better serve his clients with their retirement income needs. With the focus of the industry shifting towards planning and coaching, Bill recognizes the importance of helping to pivot the firm in that direction. He now plays an integral role in comprehensive client planning and investment selection.
Outside of work, Bill spends his time with his wife Kara and 2 sons Chris and Collin. He tries to enjoy every opportunity outdoors either hiking or biking, but is just as content inside enjoying a good book or movie.
Education
Retirement Income Certified Professional, RICP®, American College for Financial Services
FINRA Series 7 and 66 securities registrations
New York Life, Health and Variable Annuities licenses
Krista Woodke, FPQP™
Client Service Associate┃845-255-5888┃krista@hvretirement.com
Krista joined the firm in early 2020 with years of experience as a Client Service Associate in the financial industry. She currently holds the financial designation as a Financial Paraplanning Qualified Professional from the College of Financial Planning since 2017.
At the firm Krista is the first contact most clients speak to or follow up with and enjoys the client interaction. She works as the Assistant for Patrick & Marc as she handles most of their operations and administrative work. Krista has helped the firm with developing and implementing new ideas, workflow procedures, and advancing technology interface within the office. Most of these ideas are driven to build an exceptional client experience. Krista is working to transition her role to work with clients on more of a consulting/relationship level.
Outside of work, Krista is married to her husband Josh. They are proud parents to their son Austin, who was born in 2019, and to their dog Luna that they rescued in 2011. They love doing all types of family activities on the weekends together. Krista also enjoys crafting, wine tastings, and cooking.
Education
FINRA Series 6 Securities Registration
College of Financial Planning, FPQP, 2017
Orange Community College, Business Management 2015; Deans List