Our Team

Professional

Steven Tennant graduated from Siena College with a Bachelor of Science degree in Management/Finance. He began his financial services career with Northwestern Mutual in 1996.

Steven wanted to utilize his ability to connect with people in a career that would be meaningful and valuable to others. Steven and his wife were impressed with the planning Northwestern Mutual Financial Network had provided for their family. Steven quickly realized he could choose a career that would challenge him and help others achieve their financial goals, as well as take care of their families.

Steven has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Steven Tennant is an active member of the Certified Financial Planner® Association. He actively participates in the Financial Planning Association and the Siena Alumni.

Personal

At Tennant Financial, Steven creates the vision for the team, oversees the development and implementation of custom financial and investment advisory programs and is actively involved with clients. His passion is connecting with people, helping them achieve their financial goals and taking care of families - both his and yours.

Jeremy focuses on implementation of Tennant Financial clients' financial plans. He says, "Keeping close contact with clients as well as implementation and follow through are some of my most important roles."

When not in the office, Jeremy loves spending time in the great outdoors with his wife Karyn and two children, Grace and Liam. Canoeing, fishing, and hiking in the Adirondacks are their favorite family outings.

Ryan's primary role at Tennant Financial centers around the development and implementation of investment strategy as well as ongoing research and monitoring of client portfolios. In addition, Ryan is responsible for managing the day-to-day operations of the business including financial plan development, oversight of all trading activities, and the training and development of team members.

Outside of the office, Ryan enjoys golf along with spending time with his wife Rachel and two daughters, Kendall and Rylie.

Nancy oversees virtually every aspect of client service at Tennant Financial and, most importantly, works to continually raise the bar to exceed client expectations. She works closely with Kat and Stephanie to provide the "concierge" type services clients deserve.

Nancy and her husband Dan have two adult children, Daniel and Nichole, along with their two English Springer Spaniels, Aphrodite and Apollo.

Jason's years of experience with premier financial planning firm, AYCO translates into significant value for our clients here at Tennant Financial. His primary focus is to develop custom financial plans for new clients, coordinates plan updates, and collaborates with our team as needed. Jason's analytical skills in conjunction with his understanding of specific client needs further enhances the overall planning experience for our clients.

Jason enjoys woodworking, spending time outdoors with his wife, Andrea and two kids, Carson and Mila.

Stephanie supports the culture of top-notch service at Tennant Financial by devoting much of her time to servicing clients. In addition, Stephanie is responsible for our presence on social media and assists Steve and Jeremy to refocus our marketing efforts to organic growth.

Outside the office, Stephanie appreciates the arts and culture, from enjoying live theater to traveling extensively.

Katarzyna, better known as Kat, brings to Tennant Financial a wealth of experience from her job as a junior stock broker for a Wall Street wealth management company. Now, Kat focuses on customer service and investment operations such as preparing/processing paperwork and investment trades, wire transfers and internal/external account transfers.

When not working, Kat, her husband Jakub, and her Yorkie named Roxie enjoy kayaking and paddle boarding.

Lisa supports the team with over 20 years of experience from a high-paced corporate environment. With her exceptional customer service skills and attention to detail, Lisa adds tremendous depth to the practice.

When outside the office, she enjoys reading and traveling with her husband, Ray.

Jenna oversees the day-to-day operations of the office and helps support our team by maintaining an excellent experience for our clients.   Joining our team in June 2021, she brings a deep level of compassion and insight after over 6 years of successful employment at a local not-for-profit organization.

Jenna loves the outdoors and fresh air.  She spends much of her free time engaging in a variety of physical fitness activities.  She also loves music and enjoys playing the electric bass.  

Malcolm, who goes by Mac, provides client service and investment operations such as paperwork preparation/processing, money movement (including wire transfers, Journals, and ACH instructions), and the opening and processing of grant requests through Donor Advised Funds. He brings 5 years of experience as a fully licensed advisor with firms in Florida and New York.

Mac enjoys a variety of activities while outside the office. Among his favorites are hiking, disc golf, and travel.