about us

Our Team

Robert Schermerhorn

Robert M Schermerhorn, CFP


Phone: 518-584-2555 Ext 25
Email: Robert.Schermerhorn@lpl.com

I realized early on in my career that in order to best serve client needs, I needed to be an independent financial advisor. I then started Saratoga Financial Services in 1985 on this basis. I am proud to provide unbiased financial advice and always focus on whats in the best interest of the client.

After graduating from Siena College where he earned a Bachelor of Science degree in Finance, Robert worked for a financial planning firm in Albany, NY. Once deciding to become an independent financial advisor, he started his own practice, Saratoga Financial Services, where focusing exclusively on the needs of clients is a top priority. Robert then earned his CERTIFIED FINANCIAL PLANNER (TM) (CFP) professional designation, awarded by the College of Financial Planning, Denver, Colorado. In addition to his CFP designation, Robert is also a Registered Representative and a Registered Securities Principal, with securities registrations held with LPL Financial.

Robert has dedicated a lot of his professional and personal time to attending numerous conferences and workshops on financial planning and investment management. Annually, Robert attends the LPL Financial Focus National Conference, which is 4 days of educational workshops & breakout sessions as well as where securities industry experts address relevant and pressing topics affecting our industry today. In addition, Robert attends monthly Financial Planning Association (FPA) of Northeastern NY meetings, which strive to enhance awareness of financial planning issues and topics. Robert also served as a board member for the FPA (formerly the International Association for Financial Planning) of Northeastern NY from 1994-2002.

Robert is also a very active member of the community. He has served as a board member for the Saratoga Hospital Foundation as well as the YMCA of Saratoga Springs. He has been a member of the Saratoga County Chamber of Commerce for over 25 years and is a graduate of the Leadership Saratoga educational program, a Saratoga County Chamber of Commerce sponsored program. Robert is also a member of the Saratoga Rotary Club where he participates as a Rotary Foundation Trustee. Robert has also dedicated over 16 years volunteering as a youth basketball coach, where he has coached at the Capital District Travel and AAU levels.

Robert resides in Saratoga Springs, NY with his wife Lisa, who works at Skidmore College. In his free time he enjoys spending time with his family, hiking, golfing, playing basketball, and attending Siena basketball games.

Amansa Friedman

Amanda Friedman

Wealth Advisor

Phone: 518-584-2555 Ext 28
Email: Amanda.friedman@lpl.com

I am driven by a desire to help clients identify and work towards achieving their individual financial goals. I thoroughly enjoy building relationships with clients and guiding them through the financial planning process. Being an independent financial advisor allows me to remain completely focused on the best interest of the client in order to pursue their goals.

Amanda graduated from the State University of New York at Cortland with a Bachelors of Science in Psychology. Amanda also achieved a Masters of Science in Education and Special Education from Mount Saint Mary College. Prior to her career in financial services, Amanda worked in the education field for many years as a Special Education Teacher. Before joining Saratoga Financial Services in 2016, she spent 4 years working for another financial firm in Latham, NY as a Wealth Manager.

Amanda is continually committed to attending workshops and conferences on current industry topics, client service and investment management. In addition, she attends the LPL Financial Focus National Conference which provides numerous learning opportunities and interactive sessions with industry experts. Amanda assists clients in managing IRAs, IRA rollovers, 403bs and small business retirement plans such as Simple IRAs and 401ks. For over 4 years, Amanda has been a Registered Representative and her current securities registrations are held with LPL Financial.

Amanda resides just outside of Saratoga Springs with her husband and two children. In her free time she enjoys spending time with her family, attending sporting events and taking care of her horses. She also enjoys spectating at local equine events, horse-racing and polo matches. Amanda grew up in the Great Sacandaga Lake area and spends her free time there visiting family. Amanda volunteers regularly as a member of her local PTA and with various dog and horse rescue organizations.

Jamie Usas

Operations Manager

Phone: 518-584-2555 Ext 24
Email: Jamie.Usas@lpl.com

"Client servicing is a top priority and I strive to provide quick and accurate answers to all client questions. Helping a client pursue their life goals is one of the most rewarding aspects of my job."

Jamie graduated from Siena College where she earned a Bachelor of Science degree in Finance. Prior to joining Saratoga Financial Services, Jamie spent time in the Bond Department at Donaldson, Lufkin, and Jenrette in New York City. She also worked in the Valuation Department at BST in Albany, NY.

Jamie joined Saratoga Financial Services as the Operations Manager in 2003. As an LPL Registered Administrative Associate, Jamie provides account servicing, investment research, coordinates IRA & 401(k) rollovers, account transfers, and oversees business recordkeeping. She actively participates in client meetings and contributes to the financial planning process.

Jamie resides in her hometown of Saratoga Springs with her husband, Charlie and their two sons, Anthony & Henry. In her free time, she enjoys spending time with her family, reading, and traveling. Also, Jamie annually participates in the Saratoga Heart Run/Walk for the American Heart Association.

Andrew Chapman

Operations Research Assistant

Phone: 518-584-2555 Ext 29
Email: A.Chapman@lpl.com

I truly enjoy researching investments and keeping a keen eye on the markets in order to help the advisors provide appropriate strategies and service to clients.

Andrew graduated from Coastal Carolina University with a Bachelor of Science degree in Business Administration and Management. Andrew also has a Master of Arts Degree in Liberal Studies, with a focus on Leadership from SUNY Plattsburgh. Before joining Saratoga Financial Services in 2014, Andrew spent time working at AXA Advisors LLC, and First Niagara Bank.

As Operations Research Assistant, Andrew assists with investment research, account servicing and develops systems to track investment performance. Andrew also has many other responsibilities that contribute to the success of Saratoga Financial Services.

Andrew resides in Moreau with his wife, Katie and their three sons, Carson, Crew and Cal. In his free time, Andrew enjoys spending time with his family and friends, golfing, and being a fan of his favorite sports teams.

Mollie Flynn

Office Coordinator  

Phone: 518-584-2555 Ext 21
Email: mollie.flynn@lpl.com

As Office Coordinator, providing outstanding customer service is my top priority. I truly enjoy connecting with our clients and contributing to the success of Saratoga Financial Services.

Mollie graduated from the University at Albany where she earned a Bachelor of Arts degree in Communication and Business.  After receiving her degree, she spent time working as a Technical Recruiter at TEKsystems.  She joined Saratoga Financial Services in 2013.

As Office Coordinator, Mollie interacts with clients, organizes events, and focuses on marketing strategies to help grow Saratoga Financial Services.

Mollie resides in Saratoga Springs. She most enjoys being outdoors, attending concerts, and spending time with family and friends.

Check the background of this investment professional on FINRA BrokerCheck

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered. We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont and Virginia.