OUR TEAM

Larry King
President

518.306-5643

larry.king@kwmgllc.com

Larry King is a founding member and President of the company. He oversees all aspects of the firm’s investment management function and provides strategic leadership to the firm. Larry has been a trusted Financial Advisor for the past 27 years to many clients. Upon graduation from Cornell University, Larry served as loan officer for Farm Credit Bank, and later as a financial advisor with Merrill Lynch, Prudential Securities and Morgan Stanley Smith Barney. With Morgan Stanley, he earned a Family Wealth Director designation which accorded him training for families with complicated financial and estate plans exceeding $25 million. He is active in philanthropic planning.

Larry has been recognized professionally in Barron’s magazine and other financial publications. He is a founding board member of the Academy of Certified Portfolio Managers and recently served as the Vice-President of the board of directors.  He also served on the board of directors and was a member of the Finance Committee for the Saratoga Performing Arts Center.

Larry lives on and enjoys Saratoga Lake with his wife, Sally. He enjoys sailing, outdoor life and short drives in his 1953 King Brothers Dairy Studebaker pickup truck.

Dan Gale
 Vice President
 

518.306-5641

daniel.gale@kwmgllc.com 

Dan Gale's professional career started over 24 years ago with Dime Savings Bank (Citizens Bank), where he developed his financial service skills and desire to educate people on the importance of financial planning. He later joined Fleet Bank (Bank of America), where he spent the ten years expanding his knowledge of personal finance and trust services. Dan continued his career as a Senior Portfolio Manager with Smith Barney (Morgan Stanley). He holds the Certified Trust & Financial Advisor designation from The Institute of Certified Bankers.

Dan grew up in northern NY, received a Bachelor of Arts degree from Keuka College, and lives in Saratoga Springs, NY with his wife Diane and two daughters. He is a graduate of Leadership Saratoga and serves as a member of the Alumni Board.  Dan also serves as VP of Finance for the Keuka College Alumni Association Executive Council, and is a member of the Estate Planning Council of Eastern NY, Inc.  He previously served as Councilman for the Town of Northumberland and has been active on the Schuyler Park Committee. 

 

He enjoys coaching soccer, the outdoors, music, family, friends and summer on the Great Sacandaga Lake.

 

Ken Terpening
Business Development Manager/Financial Advisor

 

518.306-5640

kenneth.terpening@kwmgllc.com

Jane Quinn
Executive Administrator

 

518.306-5644

jane.quinn@kwmgllc.com

Jane Quinn has over 25 years of experience in the financial services industry and she has worked with Larry King since 1997. Her extensive knowledge base helps her to coordinate and manage client administration and day-to-day operations. Jane serves as the corporate Secretary, providing strategic leadership, oversight, and advice to the company.  She is dedicated to increasing quality and providing superior client service. Jane received her Bachelor of Arts from Empire State College in 2010, and she is currently working on her MBA at UAlbany.

Jane grew up in New Jersey and enjoys traveling worldwide, as well as spending time with her family and friends.

 

Ken has been a trusted financial advisor to clients and their families for over a decade. In his role as Financial Advisor and Business Development Manager, Ken works with clients to develop financial plans, implement investment strategies and serves as a personal CFO to clients providing tailored guidance in nearly all aspects of their financial decision making. 

Ken is a CERTIFIED FINANCIAL PLANNER TM  practitioner and completed the CFP® Professional Education Program through the College for Financial Planning.

Ken holds a Masters in Business Administration from the University of Albany and has a degree in Applied Economics and Management from Cornell University.

Ken is currently a member of the Financial Planning Association and is also a member of the Estate Planning Council of Eastern New York, Inc.

Prior to his career at King Wealth Management Group, Ken was an advisor at the AYCO Company, L.P. a Goldman Sachs Company as well as Fidelity Investments.

Ken lives in Ballston Lake, NY with his wife, Jennifer and his three children.  In his free time, Ken enjoys spending time with his family and friends and taking on new projects in his workshop.

Michele Martin
Wealth Management Consultant

 

518.306-5639

michele.martin@kwmgllc.com

Michele Martin has over 26 years of experience in the financial services industry, having held positions in fixed income trading, investment banking, equity research, and venture capital. Her career experiences include serving as an Investment Specialist at The Ayco Company (Goldman Sachs & Co.) and as Financial Advisor at Morgan Stanley Smith Barney. She earned a Bachelor of Arts in Economics from Union College.

 

Michele lives in Saratoga Springs, NY with her teenaged son.  She is an avid skier and enjoys the many activities afforded by living in the foothills of the Adirondack Mountains.

Sally King
Office Assistant

 

518.306-5640

sally.king@kwmgllc.com

Holly Haley
Executive Assistant

518.306-5640

holly.haley@kwmgllc.com

Holly Haley started her 29-year career in the financial services industry at E.F. Hutton.  She has held positions as Operations Manager, Branch Manager, and most recently as a Complex Service Manager for the Eastern NY complex at Morgan Stanley.  Holly has a high commitment to excellent customer service; she eagerly and proficiently assists our clients by answering questions and responding to service requests. 

Holly lives in Argyle, NY with her husband.  She has two sons.  She enjoys cooking, gardening and spending time with her family.


Sally King chiefly provides administrative and operational support to King Wealth Management Group.  She has worked as Technical Advisor at Matrx Medical Systems and as an Office Manager at both Siemens Building Technologies and Adirondack Medical Supply Company.  Her varied experience and skills help to support the behind-the-scenes operations necessary to our team.  Sally received Bachelor of Science degrees from Cornell University and University at Buffalo.

Sally grew up in the Finger Lakes area and lives on Saratoga Lake, NY with Larry.  She enjoys reading, boating, and spending time with her friends.  

 

Visit Us

270 West Circular Street, Suite 1

Saratoga Springs, NY  12866

Call Us

Phone: 518.306-5640

Fax: 518.306-5645

Investments through RIA are:  NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. 

© 2019 King Wealth Management Group LLC