Charles R. Smith, chairman of the board of First New York Federal Credit Union, was recognized with the National Association of Credit Union Chairmen’s 2021 Eugene Ball Award during the 45th annual Chair’s Roundtable Forum in Denver, Colo.
Smith was elected as board chairman of First New York Federal Credit Union in 1990. Soon after, he become involved with the National Association of Credit Union Chairmen (NACUC) and began attending the Chair’s Roundtable Forums. In 1998, he was elected to NACUC’s board of directors serving as Chairman from 2003 to 2007.
Smith has served with First New York Federal Credit Union for more than 50 years beginning as a volunteer field rep. Before he was elected to the board of directors in 1984, he served on the supervisory committee. Smith spent more than 25 years as an educator and school principal in the Schenectady City School District.
Michael R. Testa, CRPS, the principal/senior financial advisor of Tailored Wealth Solutions in Saratoga Springs has been ranked in the top 50 Forbes Financial Security Professionals.
Testa made the list at number 49 with a total Value of Policies at $415 million.
He has been in the financial industry for 16 years. His services for helping families and business owners organize their finances and keep their financial goals long term is just part of what he does. Testa utilizes his resources with the Tailored Wealth Solutions firm to provide the right solutions for clients.
His areas of concentration include personal retirement planning, business succession/ exit planning, comprehensive asset management, insurance protection/ wealth transfer planning, education planning and investment portfolio construction.