Jon obtained his MBA from Loyola College in Baltimore, MD and his BA in Management from Moravian College in Bethlehem, PA.
He is has been Principal of Performance Matters, Inc., a management consulting practice since 2003. Previously he served as Executive Director of Glen Eddy, Niskayuna NY from 2001-2003, Chief Operating Officer of Arbor Glen, Bridgewater NJ from 1996-2001, Senior Vice President of Citizens Bancorp, Laurel MD 1990-1994, as well as various positions within the Commercial Banking industry 1979-1990.
Jon lives in Clifton Park and enjoys visiting his stepdaughter Jacquelyn, who lives in Castleton with her husband and their eight month old daughter, and is head of the Music Department at one of Albany’s Charter Schools.
Jon’s spends his free time playing golf and skiing.
Jon said what motivated him to be interested in Board membership was having the chance to contribute his skills in strategic planning and knowledge of effective governance practices to a not-for-profit organization. He added, “This was an opportunity to bring my experience and expertise in the field of senior living to help Administration and the Board in navigating the future and how to remain competitive.”
1st Vice PresidentView Bio
Andy attended Saratoga Springs Central School District – Class of 1984. He then attended Boston University – School of Management – Class of 1988.
He was previously Executive Vice President of the Wise Financial Group from 1989 – 2004. Currently he is Vice-President at the Adirondack Trust Company since 2004.
Andy and his wife, Cheryl, live in Saratoga Springs with their 3 daughters: Hanna (15), Andrianna (11) and Carly (7).
In his spare time he enjoys golf, hiking and hunting.
Andy said his motivation for joining the board was a genuine interest in the continuing success of the community
2nd Vice President
TARA ANNE PLEAT, Esq., co-owns the law firm Wilcenski & Pleat PLLC. She practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law. Tara graduated cum laude from Albany Law School with honors in the Estate Planning concentration and earned her undergraduate degree from the State University of New York at Albany. She is admitted to practice in New York, Florida, and Massachusetts as well as the United States Tax Court and the U.S. Federal District Court in the Northern District of New York.
Tara is co- chair of the Special Needs Planning Committee of the Elder Law Section of the New York State Bar Association and is a member of the Taxation Committee of the Trusts and Estates Law Section. Tara is the vice-chair of the publications committee of the Elder Law Section of the New York State Bar Association which publishes the Elder and Special Needs Law Journal on a quarterly basis. She is honored to be a member of the Special Needs Alliance, an invitation-only, national network of leading attorneys dedicated to the practice of disability and public benefits law.
Tara is the Immediate Past President of the Board of Directors of the Estate Planning Council of Eastern New York, and serves as vice-president of the Board of Directors of Domestic Violence and Rape Crisis Services of Saratoga County. In addition, Tara is a graduate of the 2006 class of Leadership Saratoga, sponsored by the Saratoga Springs Chamber of Commerce, and currently is a member of the Leadership Saratoga Advisory Board. Tara recently joined the Board of Directors of AIM Services, Inc., a disability service organization based in Saratoga Springs, New York.
In the fall of 2012, Tara was appointed as an adjunct professor of law at Albany Law School, where she teaches a course in the spring semester on estate and financial planning for the elderly and individuals with special needs.
Liz has a B.S. Degree in Environmental Engineering from the University of Vermont in Burlington, Vt.
She is currently managing Environmental Engineer at C.T. Male Associates in Lat- ham, NY. She has been employed at C.T. Male Associates since 1985 and a share holder since 2001. The is a licensed professional engineer in New York, Vermont and Maine.
Liz’s parents immigrated to Canada from the Netherlands. Her family then immigrated to Chazy, NY in 1966 and she became a US Citizen in 1977. She has lived in Saratoga Springs since 1985.
In her spare time, she enjoys hiking (she is an Adirondack 46’er), biking, Nordic and alpine skiing, traveling, reading, as well as other outdoor activities.
Liz joined the board because she enjoys giving back to the community and wanted to contribute her skills in engineering. She has a particular interest in health care of seniors. She was a previous mentor of middle school girls as part of a school and industry partnership to prepare youths for careers in engineering and technology. She is also a previous Hospice volunteer.