About Us

JOSEPH F. DI BELLA

Since 1976, Joseph F. Di Bella has worked in estate planning, retirement planning and business succession planning. Joe is the founding partner in The Di Bella Financial Group, LLC. Joe also 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.

For over 35 years, Joe has earned numerous industry and company awards, including Qualifying & Life Member of the Million Dollar Round Table*, the National Quality Award, and the National Sales Achievement Award. Joe is also a member of the Capital District Association of Insurance & Financial Advisors as well as the National Association of Insurance & Financial Advisors.

Joe is very active in his community and has received the Community Member of the Year Award on two occasions for his dedication to the youth of the community. Joe serves on the Town of East Greenbush Youth Commission, the East Greenbush Sports Complex as its President and is the past co-chairman of the Finance Committee for the East Greenbush Sesquicentennial Committee. Additionally, Joe has served as President of the Southern Rensselaer County Baseball Association. Joe also serves on the Executive Board of The Bus Stop Club, a nonprofit organization providing support for siblings of children with a chronic illness or disability, as its Vice President. Joe received his undergraduate degree from Siena College. JFDiBella@TheDFGroup.com

JOSEPH L. DI BELLA, LUTCF

Since 1999, Joseph L. Di Bella has worked in partnership with his father at The Di Bella Financial Group, LLC providing insurance, estate planning and financial services. He is a Member Agent of The Nautilus Group® ¹ , a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing member agents. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal and tax advisors. Clients should consult their own advisors for tax, legal and accounting advice.

Joe also 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.

Joe has also earned numerous industry awards, including a Qualifying Member of the Million Dollar Round Table* and President’s Council Member of New York Life Insurance Company from 2008—2010. Joe is also a member of the National Association of Insurance & Financial Advisors and is a recipient of thier 2011 NAIFA Quality Award.

Joe is very active in his community and has served as a Board Member and Secretary of The Bus Stop Club. Joe received his degree in psychology from Saint Lawrence University and holds a LUTCF degree from the American College, Bryn Mawr, Pennsylvania.  jldibella@TheDFGroup.com 

Stephen J Woodard CFP®, CLU, ChFC, CASL, MBA

Steve is an Associate Financial Adviser with The Di Bella Financial Group, LLC. He assists with investment analysis and research, and supports the firm’s Financial Planning team.

Stephen has worked in the insurance and financial services industries since 1996 and assists with financial planning.  Steve received a Bachelor of Science degree from the State University of New York at Geneseo and earned a Masters of Business Administration degree from the University at Albany.  To deepen his industry specific knowledge, he has undertaken additional coursework culminating in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Life Underwriter® (CLU®) designation, Chartered Financial Consultant® (ChFC®) designation, and the Chartered Advisor for Senior Living® designation (CASL®).  swoodard@TheDFGroup.com

Karen A. Smith

Karen is the Director of Operations. Karen is responsible for the operation of the day to day business and ensuring  that clients receive the quality services they deserve.

Karen has worked for The Di Bella Financial Group, LLC since 2005. She has over 20 years' exeperience in Business and Operations Management.  Karen manages the underwriting and service processes for clients, and supervises all administrative operations within the company.

Karen also serves on the Board of The Bus Stop Club, a nonprofit organization providing support to children with siblings with chronic illness.  ksmith@thedfgroup.com

*MDRT is recognized throughout the industry as a standard of excellence in life insurance sales performance.

**Offered by NYLIFE Securities LLC (member FINRA/SIPC)

¹The Nautilus Group is a service of New York Life Insurance Company. The Di Bella Financial Group, LLC is not owned or operated by New York Life or its affiliates

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