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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.

Christine Van Meter, M.B.A., E.A.

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, M.S.Acc., Ph.D., E.A.

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.

Cathy Cristman

Cathy Cristman - Van Meter & Van Meter LLC, Little Falls, NY.

Cathy was born and raised in Little Falls, and earned a BS in Accounting. She brings over 15 years of banking and financial experience to Van Meter and Van Meter, LLC. Starting her career with Herkimer County Trust, Cathy worked in multiple capacities ranging from teller to branch manager throughout her tenure with HCT, SBU, Partners Trust, and M&T Bank. During her banking career, Cathy gained the trust of her clients and continuously strived to help them gain financial knowledge and peace of mind.

After leaving M&T Bank, Cathy joined M. Griffith Investment Services, Inc as an executive assistant to the president of the firm. While there, Cathy grew her knowledge of financial planning and understands the importance of looking at the "big picture" when assisting clients towards their financial goals and dreams. Taking the time to learn about each individual client allows her to recommend the best plan for the client and their family. She is also licensed to assist clients with their insurance needs. Legacy planning is a wonderful way to leave an impactful imprint for your loved ones or favorite charity.

Cathy and her husband Bill run their family business, Ed's Pizza in Little Falls, and take part in numerous community events through the year. Cathy has also been actively involved in the youth of the valley through sports; she coached girls' volleyball in Frankfort-Schuyler for 14 years before returning to her alma mater to coach within their boys' program. Her hobbies include traveling and exploring new foods.

Mark Davidson

Mark Davidson - Van Meter & Van Meter LLC, Little Falls, NY.

Originally born and raised in Indiana, Mark now calls the Canajoharie area his home, where he enjoys spending time with his family and friends.

With over twenty years of experience in the banking and financial services industry, Mark has the knowledge to help with many of life's crucial financial decisions, including saving, investments and life insurance.

Mark earned a BA in Business from Johnson State College, and he has the CRC and LUTCF accreditations. Mark looks forward to working hard for you and your families.

Deborah A. Riley, M.S.A., C.P.A.

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.

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.

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. She teamed up with Mark Davidson to conduct a series of free informational seminars on a variety of financial and accounting topics at the Canajoharie Library. She looks forward to continuing to offer free informational sessions as part of the community outreach efforts at Van Meter & Van Meter.

Luke Van Meter

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.

Sarah Andrews

Sarah Andrews - Van Meter & Van Meter LLC, Little Falls, NY.

Having owned and operated a New York State licensed daycare for several years in Palatine Bridge, Sarah enjoyed getting to know members of the community as well as mastering the business activities innvolved in day-to-day operations.

Sarah earned an Associates Degree in Accounting in 2018, and she looks forward to assisting you with as the Administrative Coordinator of our Palatine Bridge office.

"Your life is your story. Write well. Edit often." Susan Statham.

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

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