Our Team
Thomas Gregg AAMS®
LPL Financial Advisor,
518-763-2775
tom.gregg@lpl.com
As an LPL Financial Advisor, Tom helps individuals, families, and small businesses articulate financial goals and priorities and create a roadmap to working towards them. Through a goals-based process Tom focuses on pre-retirement planning, retirement income planning, estate planning, and sophisticated investment management strategies. Originally from the Greater Philadelphia area, Tom has been a resident of the Capital District for almost 20 years. He currently resides in Bethlehem, NY with his wife Jennifer, their two children: Gwendoline and Bradley, and their two dogs. The last few years Tom has enjoyed being a member of Normanside Country Club in Delmar.
Tom currently holds FINRA Series 7 & 66 Securities Registrations with LPL Financial and his New York Life, Accident, & Health Insurance License, which he obtained during his 8 years with Bank of America/Merrill Lynch prior to joining LPL Financial and forming Legacy Wealth Group. He also holds the title of Accredited Asset Management Specialist through the College for Financial Planning.
Mark Papuzza
LPL Financial Advisor
“My philosophy is simple: You deserve my commitment.”
Clients throughout the Capital Region count on Mark to help them pursue their short-term, mid-range and long-term financial goals. He wouldn’t have it any other way.
A lifelong resident of Colonie, Mark knew he wanted to establish his career in New York’s Capital Region. Teaming with Legacy Wealth Group has given Mark the resources and support to help residents in his community. He says he feels fortunate to do this work because he gets to help people in all stages of their lives through tailored investment strategies as unique as they are.
Mark earned his Bachelor of Science degree in finance from Siena College and holds his FINRA Series 7 and Series 66 Securities Registrations through LPL Financial, along with his New York state Life, Accident & Health Insurance license.
Mark volunteers his time to the community through various charitable events and fundraisers. He is also an involved Siena College alumnus. In his free time, there’s nothing Mark would rather do than play basketball.
Mark earned his Bachelor of Science degree in finance from Siena College and holds his FINRA Series 7 and Series 66 Securities Registrations through LPL Financial, along with his New York state Life, Accident & Health Insurance license.
Mark volunteers his time to the community through various charitable events and fundraisers. He is also an involved Siena College alumnus. In his free time, there’s nothing Mark would rather do than play basketball.
Joe Tecklenburg, CFP®, ChFC, MBA
LPL Financial Planner
As an LPL Financial Planner Joe is passionate in the efforts he puts into his clients. He has worked in the financial services industry since graduating Hartwick College with a Bachelor of Science in Actuarial Science and Economics. Continuing his education at the College of Saint Rose he earned his Masters in Business Administration with an Advanced Certificate in Financial Planning.
At Hartwick, he continued his athletics playing football. Since graduating, athletics continue to play an integral role in his life to maintain a healthy lifestyle. He is passionate about helping families, individuals, and retirees strive to achieve the most out of life and pursue their goals. He is a CERTIFIED FINANCIAL PLANNER professional who continuously progresses his education to gain as much industry knowledge to be able to best serve his clients. As he gained more experience in creating efficient financial planning strategies, he realized he needed to be independent to give his clients the collaborative advice and services they deserved and demanded.
He is committed to helping you get closer to your dreams. When you partner with him, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. He strives to provide you the best experience possible.
Roger Clarkson CFP(R)
Senior Wealth Advisor
Roger Clarkson brings more than 40 years of experience in investments, insurance, and banking to the delivery of financial advice and strategies to his clients. A Certified Financial Planner, he is well qualified to help people better understand and navigate the world of personal finance.
Using his extensive experience in advising individuals, families, and business owners, he has built lasting client relationships based on mutual value and respect. His specialty is breaking down complex issues and developing a concise approach to address the concern.
Clarkson holds a BA degree from Bates College with an emphasis in history and economics. In addition to the CFP ® designation, he holds the FINRA series 7, 24, 63 and 65 registrations through LPL Financial.
He is a licensed life and health insurance agent for New York and North Carolina.
He is a licensed life and health insurance agent for New York and North Carolina.
Everyone can benefit from the services of a qualified, caring, committed Financial Advisor,” said Clarkson. “Our focus on planning and client coaching provides a long”term perspective that we think services our clients in a much more meaningful way than if we build our relationships on things we can't control like market performance or timing.
A New York State native, Clarkson is a resident of Norwich, NY.
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