About Van Meter & Van Meter, LLC
Christine Van Meter, MBA
With a MBA from Boston University and over 22 years in the financial and insurance industry, Christine has successfully helped many clients to prudently accumulate wealth while in their working years, to happily live on that wealth in their retirement years, and eventually to effectively pass that wealth on to their chosen heirs without unduly enriching the government.
As a former Army paratrooper who reached the rank of Captain and served in several critical staff positions, Christine is used to helping people plan and make informed decisions. But as a mother of six and a business owner in the Mohawk Valley, Christine also knows the way that life can throw an unexpected curveball to upset the best-intended plans. For both of these reasons, Christine prides herself on helping clients to create realistic paths to achieving their financial dreams.
Even though she grew up on a beef farm in Upstate New York, Christine began her financial industry career in Boston at the Bank of New England in 1988 before relocating back to Central New York in 1994, where she worked with Fleet National Bank, the Herkimer County Trust, Savings Bank of Utica and Partners Trust in capacities ranging from operations to branch manager to investment representative. In 2007 she joined Cadaret, Grant as an independent financial advisor.
Christine is actively involved in the community as the Vice-President of the Little Falls Rotary Club, the organizer of the annual Christmas in Little Falls festival, and the organizer of the Little Falls Community Garden. She supports her children in sports, and has coached numerous community soccer teams and softball teams. Christine also enjoys running, and completed her first Boilermaker 15K Road Race in 2010. View Christine's Resume.
David Van Meter, PhD
After growing up in Las Vegas, Nevada, David served his country as an Army intelligence officer with the 101st Airborne Division, and then earned a PhD in History from Boston University before choosing to settle in Little Falls, New York, to raise his six children in a friendly, small town environment.
As an author of numerous books on the history of money, with a particular focus on ancient Greek and Roman coinages, for over twenty years David has studied and written about the development of wealth, fiscal policies and taxation. He has researched exactly what determines value over the short and long terms, in many different types of economic conditions. Believing that history does in fact repeat itself on a regular basis, David uses his knowledge to help clients identify and find the financial stability they need, and stop yo-yoing between the latest “hot” financial products and fads.
David also heads up the income tax preparation work at Van Meter & Van Meter, LLC. As our nation’s tax code grows more complex and less predictable seemingly every year, many of our clients take comfort in turning to David for professional and ethical assistance in planning and preparing their income tax returns.
David believes in staying involved in the community, and at one point he took several years off to serve as a VISTA Volunteer in the inner city of Utica. Today his community involvement is much less dramatic, ranging from helping run the Little League concessions to teaching Sunday School. His hobbies include running (Dave ran his first Boilermaker 15K race in 2010), weight-lifting, and computer programming (Dave has published several video-games as shareware). View David's Resume.