At Upstate Wealth Consulting, we believe in constant improvement and growth to serve our clients better. Check back here for news & updates from the Upstate Wealth team.
Celebrating Two Remarkable Retirements — Dan Poupore and Karen Champion!
October, 2025
We’re proud to honor the retirements of two outstanding team members at Upstate Wealth Consulting.
Karen Champion, affectionately known as “Mom,” has been our Cashiering & Office Coordinator and the heart of our office. Her kindness, care, and dedication have touched everyone she’s worked with. We wish her all the best in her well-deserved retirement.
Dan Poupore, a Financial Services Professional with 46 years of experience, is also retiring. His wisdom, professionalism, and commitment to clients have set a lasting standard for our firm.
As Dan transitions, his partners Mark Hodge and Jason Champion will continue to provide trusted financial guidance, supported by Erin Carter (315-734-3633, ecarter@financialguide.com).
Please join us in congratulating Karen and Dan on their incredible careers and the lasting impact they’ve made on our team and community.
Welcome to Upstate Wealth’s new office location:
July, 2024
To better accommodate our growing team and enhance the services we provide, we have relocated our office to a new, more convenient location. Our new address is:
600 French Road
South Building Suite 100
New Hartford, NY 13413
Rest assured, our contact numbers and email addresses remain unchanged, ensuring seamless communication. We look forward to welcoming you to our new office and continuing to provide the exceptional financial guidance you trust.
We are delighted to introduce the newest members of the Upstate Wealth Consulting team:
Mark P. Hodge and Dan Poupore.
July, 2024
With their diverse expertise and dedication to client success, Mark and Dan are valuable additions to our team, enhancing our ability to offer comprehensive financial solutions tailored to your needs.
Expertise Areas:
Insurance Strategies
Investment Strategies
Business Owners
LGBTQ Financial Planning
Special Care Planning
Retirement Income Planning
College Funding Strategies
Charitable Giving
Business Succession Planning
Estate Planning
Their extensive backgrounds in these areas enable us to provide holistic financial guidance, addressing the complex and evolving needs of our clients. Whether you are planning for retirement, funding a child’s education, or structuring your estate, Mark and Dan are here to help.