Daniel M Reisner

Asa is an Associate Wealth Management Advisor and has been with Reisner Financial since 2020. Asa works primarily with corporate professionals and executives, and also those in medical careers.

Asa is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.

He studied Broadcasting and Business at SUNY Oswego, graduating Summa Cum Laude.  Asa spent a decade in broadcast journalism in New York and was recognized multiple times with awards for his work in investigative journalism, political reporting, environmental reporting, feature storytelling, and sports coverage. 

Asa lives in Adams Center, NY with his wife Aimee, their daughter, and their dog, Teva. Asa is an Adirondack 46er and a member of his local CrossFit gym.

Professional: Dan graduated from Cornell University in 2010 with a Bachelor’s Degree in Applied Economics and Management. He joined Reisner Financial in 2014 after spending three years in the retail banking industry. Dan has achieved his CERTIFIED FINANCIAL PLANNER™ Professional certification and RICP® (Retirement Income Certified Professional) designations through The American College of Financial Services and is licensed through FINRA with his Series 7 and Series 66.

Personal: Dan resides in Latham, NY with his wife, Tanya and their two sons, Jack & Lincoln. He enjoys spending time with his family and friends, as well as golfing and traveling.

Contact Dan for:

• Financial planning needs or questions
• Plan updates
• Updating financial goals

Professional: In May of 2011 Tom graduated from Siena College in Loudonville, NY with a Bachelor’s degree in Finance. He met Dan Reisner in June of 2015 and seized the opportunity to become part of an exceptional financial team. Tom is licensed through FINRA with his Series 7 and Series 66.

Personal: Tom resides in Latham, NY with his wife Nicole, their son ,Sawyer and daughter, Isabella. Tom enjoys traveling in the winter months, playing golf in the summer months, and spending time with his family and friends. 

Contact Tom for:

• Trade requests
• Rollovers and transfers
• Contributions to your investment accounts

Professional: Kim graduated Summa Cum Laude from Union College in 1999 with a Bachelor’s Degree in Biology. Upon graduation, she decided to explore the world of teaching and spent several years working in the early childhood field as both a teacher and an administrator. She loved working with young minds, but decided she was ready for a career change and joined Dan Reisner in 2011. Kim has her Life, Accident, Health Insurance license for NYS.

Personal: Kim currently resides in Rexford, NY with her husband Dan, their son Luke, and Siamese cat. She enjoys spending quality time with family and friends, reading, photography, traveling, hiking, skiing & various other outdoor adventures.

Contact Kim for:

• All Insurance Questions
• Insurance Billing

Professional:  Tristan graduated from the University at Albany in May 2021 with a Bachelor's Degree in Accounting.  He joined Reisner Financial part-time in January 2021 and started full-time in May 2021.  Tristan is licensed through FINRA with his Series 7 & Series 63. He also earned his Accredited Portfolio Management Advisor (APMA®) designation through the Kaplan College for Financial Planning.

Personal: Tristan lives in Charleston, SC with his fiancé Danielle and two dogs, Martini & Payton. He loves spending time with family & friends. Tristan enjoys going to the beach and playing tennis in his free time. He’s a diehard New York Knicks fan and loves playing fantasy football.

Contact Tristan for:

• Rollovers and transfers
• Contributions to your investment accounts
• Update personal information (e.g. address, contact info, bank accounts)
• Questions regarding account paperwork
• Questions regarding online access to your accounts

Professional: Kristen is a graduate of the SUNY College at Oneonta where she earned her Bachelor's Degree in Communication Studies. She worked in customer service and sales for 8 years before taking 8 years off to be a stay-at-home mom in 2013. Kristen reentered the workforce and joined Dan’s team in July 2021.

Personal: Kristen currently resides in Poestenkill, NY with her husband Eric and their three sons Austin, Dylan and Jaxon. She spends most of her free time attending her boys’ sporting events, washing their uniforms and grocery shopping! Kristen served several years on the executive boards of the local youth football and travel baseball organizations in her town. She enjoys camping and vacationing with her family, football Sundays at home, taking pictures, and spending time with her boys. 

Contact Kristen for:

• Updating personal/contact information
• Scheduling and confirming appointments
• Updating beneficiary information