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Van Meter & Van Meter, LLC - Financial Advisors and Income Tax Preparation in Little Falls, New York

About Van Meter & Van Meter, LLC

Van Meter & Van Meter, LLC - Financial Advisors and Income Tax Preparation in Little Falls, New York

Meet Our Team

Our team brings with it a rich base of practical and academic experience in finance, accounting, management, and technology, giving us a unique background upon which to build intelligent and relevant solutions to meet your financial needs in the ever more complicated world of today.

You may view background information on Christine Van Meter, David Van Meter, and Luke Van Meter online using FINRA's Broker Check tool.

Christine Van Meter, MBA, CFP®, EA

Christine Van Meter - Van Meter & Van Meter LLC, Little Falls, NY.

With a MBA from Boston University and over 25 years in the financial and insurance industry, Christine has successfully helped many clients to prudently accumulate wealth while in their working years, to happily live on that wealth in their retirement years, and eventually to effectively pass that wealth on to their chosen heirs without unduly enriching the government.

As a former Army paratrooper who reached the rank of Captain and served in several critical staff positions, Christine is used to helping people plan and make informed decisions. But as a mother of six and a business owner in the Mohawk Valley, Christine also knows the way that life can throw an unexpected curveball to upset the best-intended plans. For both of these reasons, Christine prides herself on helping clients to create realistic paths to achieving their financial dreams.

Even though she grew up on a beef farm in Upstate New York, Christine began her financial industry career in Boston at the Bank of New England in 1988 before relocating back to Central New York in 1994, where she worked with Fleet National Bank, the Herkimer County Trust, Savings Bank of Utica and Partners Trust in capacities ranging from operations to branch manager to investment representative. In 2007 she joined Cadaret, Grant as an independent financial advisor.

Christine is actively involved in the community: she serves in the Little Falls Rotary Club, she is the organizer of the annual Christmas in Little Falls festival, a founding member of both Main Street First and the Think Local Little Falls Committee, and the organizer of the Little Falls Community Garden. She supports her children in sports, and has coached numerous community soccer teams and softball teams. Christine also enjoys bicycling, sailing and running, and she completed her first Boilermaker 15K Road Race in 2010. View Christine's Resume.

David Van Meter, MS Acc, PhD, CFP®, EA

David Van Meter - Van Meter & Van Meter LLC, Little Falls, NY.

After growing up in Las Vegas, David served his country as an Army intelligence officer with the 101st Airborne Division, and then earned a M.S. in Accountancy from SUNY-IT and a Ph.D. in History from Boston University while choosing to settle in Little Falls, New York, to raise his six children in a friendly, small town environment.

As an author of numerous books on the history of money, with a particular focus on ancient Greek and Roman coinages, for over twenty-five years David has studied and written about the development of wealth, fiscal policies and taxation. He has researched exactly what determines value over the short and long terms, in many different types of economic conditions. Believing that history does in fact repeat itself on a regular basis, David uses his knowledge to help clients identify and find the financial stability they need, and stop yo-yoing between the latest "hot" financial products and fads.

David, who is an Enrolled Agent licensed to practice before the IRS, also heads up the income tax preparation work at Van Meter & Van Meter, LLC. As our nation's tax code grows more complex and less predictable seemingly every year, many of our clients take comfort in turning to David for professional and ethical assistance in planning and preparing their income tax returns.

David believes strongly in community development, and at one point he took several years off to serve as a VISTA Volunteer in the inner city of Utica where he helped found a hospice for terminally-ill AIDS victims. Lately his community involvement has been much less dramatic, ranging from the Little Falls Rotary Club to teaching Sunday School, and he has served on numerous civic, faith-based and municipal boards to include the Abraham House, the Mohawk Valley Center for the Arts, the Friends of the Herkimer Home, and the City of Little Falls Planning Board. Dave's hobbies include bicycling, sailing, weight-lifting, and classic role-playing and strategy games. View David's Resume.

Luke Van Meter, EA

Luke Van Meter - Van Meter & Van Meter LLC, Little Falls, NY.

A native of the Mohwak Valley, Luke grew up watching his parents help their neighbors with their financial future. Indeed, when Christine and David Van Meter opened the Little Falls office back in 2007, Luke had just started 5th grade in Mrs. Smith's class at Benton Hall Academy! Luke has always had a love of finance, and he interned at Van Meter & Van Meter during the summers while in college. With a degree in Chemical Engineering from Clarkson University, Luke excels at the advanced mathematics that power modern portfolio theory, and he has a compassionate heart for service, both of which make him uniquely suited to a career in financial services.

Luke believes strongly in community service, and is a member of the Mohawk Valley Rotary Club. As a volunteer assisting the City of Little Falls Planning Board, Luke played a major role in the development of a new Comprehensive Plan for the city by designing a community survey, collecting and analyzing data, and assisting to organize public meetings. He also worked as a volunteer with the City of Little Falls Tourism Committee to collect and analyze data on the effectiveness of a Market NY grant made by the State of New York.

Luke is an avid cinephile, with an especial love of quirky foreign sci-fi and horror films, and he relishes playing board games and card games with his friends and family. Luke enjoys sailing his Sunfish class sailboat on Piseco Lake, as well as bicycling and kayaking in the Adirondacks.

Deborah A. Riley, MSA, CPA

Deborah A. Riley, CPA - Van Meter & Van Meter LLC, Little Falls, NY.

Originally from Long Island, New York, Debbie moved to Canajoharie with her husband and three sons in 2000. She graduated with high honors from Sienna College with a M.S. in Accountancy in 2012 and earned her CPA license in January of 2014.

Debbie began her accounting career at an Albany area CPA firm, and then had the opportunity to acquire the practice of a local CPA when he retired. Debbie set up her CPA office in Canajoharie, and she has enjoyed five years of watching this practice grow. Debbie has built trusted working relationships with local businesses, individuals, and nonprofit organizations. She provides a variety of quality services, including tax preparation, compilation of financial statements, and transition to QuickBooks computerized bookkeeping services.

As an adjunct professor of accounting at Fulton-Montgomery Community College, Debbie gained the experience necessary to share her love of teaching with her neighbors. Clients have told Debbie that her personal touch is a rarity in today's cyber age. They genuinely appreciate the time and interest she invests in helping them see the "big picture" as they consider the tax consequences and other considerations before making major decisions.

Brandon Loren, EA

Brandon Loren - Van Meter & Van Meter LLC, Little Falls, NY.

An Enrolled Agent (EA) licensed by the Treasury Department to practice before the IRS, Brandon brings over ten years of experience in tax preparation and accounting to Team Van Meter.

Raised in the Mohawk Valley, Brandon graduated from Poland High School, and also earned the rank of Eagle Scout with a service project of creating a searchable map and database of the historic Poland Cemetery. Brandon earned his associate degree from HCCC, and his bachelor of science in accounting from SUNY-IT.

Outside of work, Brandon is an EMT and serves in the Central Oneida County Volunteer Ambulance Corps. Brandon also serves as a Notary Public.

Zachary Bowerman

Zachary Bowerman - Van Meter & Van Meter LLC, Little Falls, NY.

Born and raised in Canajoharie, Zach joined Team Van Meter with extensive accounting experience at a major regional wholesaler, and now works with us in portfolio management and tax preparation.

A graduate of SUNY-Cobleskill with a BA in Business Administration, Zach is enrolled in the MS in Accounting program at SUNY-Poly.

In his spare time Zach enjoys outdoor activities such as waterskiing and especially GOLF. In fact, Zach has worked as an assistant pro at the Canajoharie Country Club, and in outside services at Leatherstocking where he met a number of well-known baseball legends.

Tyler Swartz

Tyler Swartz - Van Meter & Van Meter LLC, Little Falls, NY.

A native of the Mohawk Valley, Tyler graduated from Fort Plain High School, then earned his associate’s degree in Accounting from HCCC, and his bachelor’s degree in finance from SUNY-POLY.

In college, Tyler especially enjoyed studying the intricacies of the macroeconomy and how it affects our individual lives in both good times and bad.

Outside of work, Tyler enjoys hiking and outdoor chores such as gardening and landscaping.

Craig Bedard

Craig Bedard - Van Meter & Van Meter LLC, Little Falls, NY.

Hailing originally from Attleboro, Massachusetts, Craig joined the Army after high school and went the distance, retiring as a Staff Sergeant after a 21-year career.

Most of Craig’s Army time was spent in the Infantry with the 101st Airborne Division, and he completed eleven combat tours. Since retiring, family brought Craig and his wife to the Mohawk Valley, and they now live in Canajoharie.

Craig is an avid outdoorsman, and he has 5 children and 9 grandchildren.

Amanda Bernhardt

Amanda Bernhardt - Van Meter & Van Meter LLC, Little Falls, NY.

Amanda was raised in a small town in Schoharie County. Currently living Canajoharie with her fiancé, 2 children, cat and dog. With 12 years’ experience in customer service and added experience at Albany Medical Center and St. Mary’s Hospital financial departments, she has spent a significant amount of time with numbers and understands the importance of accuracy. Amanda takes pride in making sure our clients get what they need.

Outside of work, Amanda loves to camp with her loved ones and is always chasing the next adventure while spending as much time with her growing kids as possible. She knows the value of family and strives to bring that energy to work as she looks forward to helping not only our clients, but their future generations as well.

Amanda looks forward to bringing a happy smile and genuine personal connection to enhance your client experience with Team Van Meter.

Donna Carino

Donna Carino - Van Meter & Van Meter LLC, Little Falls, NY.

Raised in Frankfort NY, Donna moved to Canajoharie NY in 2017 and started her family. In 2017, she graduated from Utica School of Commerce with her Associates Degree in Accounting. Then in 2019, she graduated from the Southern New Hampshire University online program with her Bachelor's degree in Accounting.

Outside of work, Donna loves spending time with her family, working on home improvement projects, diy/crafting and camping.

With an extensive customer service background and a continued desire to learn, Donna is always looking for new opportunities to improve our client's experience. Her strong work ethic and continued growth in the investment industry make her an exceptional asset to Team Van Meter!

Amanda Guilfoyle

Amanda Guilfoyle - Van Meter & Van Meter LLC, Little Falls, NY.

An alumna of Owen D. Young in Van Hornesville, Amanda graduated from Coastal Carolina University with a degree in Business and from Kaplan University with a degree in Healthcare Administration.

Amanda brings deep experience in entrepreneurship to the team as the owner and operator of her own service business.

When not working, Amanda and her family enjoy school sports, hiking and camping in the Adirondacks, and traveling to different beach locations throughout America.

Van Meter & Van Meter, LLC - Financial Advisors and Income Tax Preparation in Little Falls, New York

Please do not hesitate to call us, email us, or drop us a letter! We look forward to hearing from you:

Van Meter & Van Meter, LLC

Little Falls Office (Main Office):

536 East Main Street

Little Falls, New York 13365

Phone: (315) 823-9200

Fax: (315) 823-9201

Palatine Bridge Office:

59 West Grand Street Street

Palatine Bridge, New York 13428

Phone: (518) 673-0002

Fax: (518) 673-6155

Schuyler Office:

2502 State Route 5

Utica, New York 13502

Phone: (315) 735-3684

Fax: (315) 733-1278

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