Team profile

Why, Guiding Principles and Credo

Our Why

Inspire Confidence. Simplify Life. Reduce Stress.

Our Guiding Principles

  • Clients Come First
  • Family-Focused
  • Integrity Always
  • Excellence through Leadership and Teamwork
  • Pursue Life Balance

Our Credo

Inspire Confidence Group works to inspire a more confident future for clients through a collaborative advisory experience. Integrity and our clients’ interests are our highest mission.

We create a family-focused client experience aimed to simplify life and reduce stress for our clients and team members alike. We strive for excellence through leadership and teamwork.

Inspire Confidence Group pursues life balance while making a positive impact in the communities where we live.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2023
  • Inspire Confidence Group, Albany Business Review Best Places to Work, 2024
  • Andrea Kirk, Five Star Wealth Manager, 2014 - 2024
  • Maria Natarelli, AdvisorHub Women Advisors to Watch, 2023
  • Maria Natarelli, AdvisorHub Advisors to Watch (under $1Bil), 2022, 2024
  • Maria Natarelli, Forbes Best-in-State Next-Generation Wealth Advisors, 2024
  • Sasa Mirkovic, Forbes Best-in-State Wealth Advisors, 2021-2024
  • Sasa Mirkovic, Ameriprise Circle of Success Chairman’s Advisory Council, 2024
  • Sasa Mirkovic, Ameriprise Circle of Success Hall of Fame, 2023

Community participation

September 2023 Community Shred Event benefitting the Regional Food Bank of Northeastern NY
September 2023 Community Shred Event benefitting the Regional Food Bank of Northeastern NY

Western MA:

Adopt A Family, Boys & Girls Club, Barrington Stage Company. St. John’s Episcopal Church, Food Pantry

Northern MD:

Epicenter Community Centers, Food Bank, 4-H, SARC

Northern and Upstate NY:

Adopt A Family, Boys & Girls Clubs, Chazy Hockey, Financial Planning Assoc, Junior Achievement, Knights of Columbus, Food Bank, Ride for Missing Children, Rouse’s Point Elem School

Central PA:

Adopt a Family, Head Start, Boys & Girls Clubs, Lions Club, Food Pantry, Wilkes-Barre Area Varsity Baseball, Zach Kollar Memorial

Our photos

4 albums
close