Our People

Joseph L. Di Bella, LUTCF®

President

Joe is the President of The Di Bella Financial Group, LLC and has over 19 years of experience in the financial services industry. Joe excels at understanding the complex goals and desires of his clients and is passionate about creating custom comprehensive financial solutions that address their overall needs. Joe spends the majority of his time in the areas of wealth management, estate planning, retirement planning, and business succession planning for affluent individuals and families, executives and business owners.

Joe is an Investment Adviser Representative with Eagle Strategies, LLC a Registered Investment Adviser. His relationship with Eagle Strategies allows him to provide financial planning services and fee-based investment advice to his clients.

Over the course of his career, Joe has earned numerous industry awards, including a Qualifying and Life Member of the Million Dollar Round Table*. Joe is also a member of the National Association of Insurance & Financial Advisers.

Joe received his degree in psychology from Saint Lawrence University and holds a LUTCF degree from the American College, Bryn Mawr, Pennsylvania.

Joe is very active in his community and serves as a founding Board Member and Secretary of The Bus Stop Club, a nonprofit organization providing support to children who have siblings with chronic illness. He is also active in coaching youth sports, including Columbia Youth Lacrosse, East Greenbush Little League, and Flag Football.

Joe resides in East Greenbush, NY with his wife Kelley and children Corinne and Owen. As a family they enjoy traveling and skiing.

Elizabeth R. Bauer

Junior Partner

Liz grew up in Troy, NY and still resides in the city today. Liz is a graduate of Siena College and received a Bachelor of Science degree in Finance. She has worked in the financial services industry since 2010.

As a Junior Partner of the practice, Liz’s primary focus is to assist clients in identifying and achieving their financial goals. As an experienced financial professional, she recommends financial strategies for wealth creation, protection, estate conservation and retirement planning for business owners and individuals. Liz is a member of the National Association of Insurance & Financial Advisors (NAIFA) and member of the Million Dollar Round Table.

In her free time Liz enjoys spending time with her family and two golden retrievers. She is also active in her community through various volunteer organizations including The Junior League of Troy and served as past President and member of Business Networking International.

Stephen J. Woodard, CFP®, CLU®, CHFC®

Director of Investments and Financial Planning

Stephen J. Woodard is the Director of Investments and Financial Planning at The Di Bella Financial Group, LLC. He joined The Di Bella Financial Group in 2011. His primary focus is overseeing the firm's administration of investment advisory business and providing support for developing, implementing and maintaining comprehensive financial plans for our affluent clients. He also works closely with the entire team in an effort to ensure quality recommendations and solutions to our clients' financial goals and objectives.

Steve earned his MBA at the University at Albany and has worked in the insurance and financial services industries since 1996. To deepen his industry specific knowledge, he has undertaken additional coursework culminating in the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification, Chartered Life Underwriter (CLU®) designation, and Chartered Financial Consultant (ChFC®) designation.

Karen Smith, LSA

Director of Operations

Karen is the Director of Operations for the firm. She is responsible for the day to day operations of the business as well as insuring that our clients receive the highest quality service that they deserve. Karen manages underwriting and all administrative functions within the company.

Karen joined The Di Bella Financial Group, LLC in 2004. She has over 30 years’ experience in business and operations management.

In her free time Karen enjoys entertaining, volunteering and hiking with her husband Terry.

Lisa Bodmer

Licensed Service Assistant

Lisa is a Service Assistant for the firm. As a service assistant Lisa is responsible for helping with numerous tasks including maintaining and updating client accounts. Lisa Joined The Di Bella Financial Group in 2017. She is a graduate of Siena College and received a Bachelor of Science degree in Finance.

In her free time Lisa enjoys skiing and spending time with her husband and 3 children at their lake house.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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