Meet the Team

Dana has been an essential part of the team since February 2008. She graduated from the University at Albany  with a Bachelor's Degree in Economics & Business and holds Series 6, 63, 66, and 7 licenses, as well as a Life Insurance license. Dana is also a Notary Public in New York State. These qualifications enable her to assist Matt and Lorissa in various transactions and client services.

Having worked together with Matt for over 15 years, Dana is an integral part of their collaborative efforts. As their Registered Practice Operations Coordinator, Dana oversees daily business operations, event planning, and marketing efforts. Dana plays a critical role in supporting Matt and Lorissa's mission to provide exceptional service to their clients, acting as their right hand and ensuring strong team communication.

Originally from the Adirondacks, Dana now resides in Rotterdam with her husband and two children. She cherishes time spent with her family and loves to volunteer whenever possible.

Matt has been in the financial services industry since graduating from Siena College in 1995 with a Bachelor of Science in Finance. He began his career at First Investors, which later became Foresters Financial and eventually acquired by Cetera Investors. Starting with friends and family, Matt has built a loyal client base over the past 29 years, working with young families, baby boomers, and recent retirees. He values long-term relationships with his clients, ensuring their financial plans stay on track as life changes.

Matt's passion for helping families is rooted in his own life. He met his wife in Saratoga through mutual friends, and they chose to settle in his hometown of Glens Falls. Together, they have raised two sons, and appreciate the small-town feel that Glens Falls offers.

Matt and his team are committed to making a meaningful difference in the communities they serve.  Through their ongoing support of local organizations and charitable initiatives, they strive to give back and create a lasting impact.  To learn more about the causes they support, please visit the Community Involvement page.

Matt feels grateful to have a career he loves, where he can make a meaningful difference in people's lives and be part of a community he cares about.

Nate is a Client Services Representative with Greenwood Hoff Wealth Management. He graduated from Siena College in May 2025 with a Bachelor of Science in Business. He holds his Life and Health Insurance License and has successfully passed the Securities Industry Essentials (SIE), Series 7, and Series 66 examinations.

Nate joined the team in June 2026 with a strong interest in financial services and a desire to build long-lasting relationships with clients. As the son of Matt Greenwood, a Financial Planner with Greenwood Hoff Wealth Management, he was introduced to the financial services profession at a young age and developed an early appreciation for helping individuals and families pursue their financial goals.

Outside of the office, Nate is passionate about sports, travel, and spending time with family and friends. He also values community involvement and believes in making a positive impact on those around him, both personally and professionally.

Nate is excited to continue growing his career and contributing to the strong foundation established by the Greenwood Hoff Wealth Management team.

Stephanie joined Greenwood Hoff Wealth Management in June 2025, bringing with her a strong foundation in both economics and human behavior. A graduate of Buffalo State College and the University at Albany, she earned dual Bachelor of Arts degrees in Economics and Psychology in 2012.

Stephanie has her Series 6, 63, and 65 licenses, along with her Life Insurance license. Her focus on growth and willingness to jump in wherever needed made her a great fit for the team.
As a Licensed Sales Assistant, Stephanie supports the team with essential office tasks and client service needs, ensuring smooth operations and an exceptional experience for every client. Her addition represents the continued growth of the team, and she is excited to contribute her experience and enthusiasm to a team that values collaboration, long-term relationships, and client success.