Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

George Decker is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He joined Merrill in 2021, bringing over 45 years of experience in the financial industry. In his role, George focuses on developing personalized wealth management strategies tailored to each client's individual financial goals and circumstances. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and holds the Personal Investment Advisor (PIA) designation. His extensive experience and education support his ability to assist clients in navigating today's dynamic market conditions. Beyond his professional commitments, George is active in community service. He serves on the Board of Directors for Angels of Light and has previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. He lives in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Jordyn Beesmer is a Financial Advisor with Merrill Lynch Wealth Management. She works to help clients pursue their financial goals through personalized wealth management strategies that consider clients' life priorities and aspirations. Jordyn provides access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies suited to evolving market conditions. Jordyn holds a Bachelor's Degree in Molecular and Cellular Biology from Boston University, where she also played Division 1 field hockey for five seasons. Prior to her career in finance, she spent more than three years working in the biotechnology sector. Jordyn’s background as a student-athlete and quality control lab analyst supports her approach to helping clients grow and protect their wealth. She holds the Personal Investment Advisor (PIA) professional designation. Jordyn is committed to community involvement and volunteers with local organizations. Her personal interests include cooking, hiking, reading, running, skiing, tennis, and spending time with her family.

Marc P. Cassalina, CFP®, is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. He has dedicated over 35 years of his career to Merrill, including a decade serving as the Senior Resident Director of the Poughkeepsie Office from 2009 to 2019. Marc holds a Bachelor's degree from Marist College and completed the educational component of the CFP® certification there. He is also a Personal Investment Advisor (PIA). Marc develops strategies focused on retirement assets and services, asset management, tax minimization, charitable giving, and estate planning. His approach centers on aligning with clients' risk considerations, goals, and objectives to build, manage, and preserve wealth for current and future generations. Working alongside his team and leveraging the resources of Merrill and Bank of America, he delivers personalized attention to his clients. Outside of his professional role, Marc and his wife Margarete are committed to the Cystic Fibrosis Foundation, where he has held leadership positions including Board Member and Board President of the Greater NY Chapter and currently serves as National Individual Giving Co-Chair. In 2022, they received the Foundation's Breath of Life Award. Marc was honored in 2024 with the Invest in Others Lifetime Achievement award, which included a grant to the Cystic Fibrosis Foundation. Additionally, he supports the Culinary Institute of America as a CIA Fellow and the African Mission Health Organization. Marc resides in his hometown of Milton, NY, and enjoys traveling, golfing, and working towards a cure for cystic fibrosis. He is also a proud grandparent.

Lisa Preudhomme is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their personal priorities and develop tailored financial strategies. Her approach emphasizes simplicity and transparency in managing investments and wealth planning. With expertise spanning general investing, retirement planning, and saving for unexpected events, Lisa focuses on helping clients pursue their individual financial goals. She holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the State University of New York system.

Donald Bell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach integrates flexibility to adapt to evolving market conditions, leveraging investment insights from Merrill along with banking and lending solutions provided by Bank of America. Donald holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed his high school education at Saugerties Central. In addition to his advisory work, he is engaged in community service through volunteer activities, reflecting the Merrill tradition of local participation.