Construction is our business, too. We just happen to build financial plans.

When you work with Broadstone, you’re partnering with a team that’s been advising construction-company owners and executives for nearly three decades. We’re truly specialists, and we wouldn’t have it any other way.

Todd Mcdonald Headshot

Todd McDonald, AIF® CFBS®

Founding Partner, Wealth Management Advisor

Since 1995, Todd has combined his insider’s knowledge of the construction industry with his extensive planning experience and unique ability to connect with field staff, executives and entrepreneurs as he provides his clients with the financial clarity they need to understand their risks and opportunities.

A typical day begins at 4:30 a.m. as Todd gets a head start on preparing to meet the needs of those who have placed their trust in him including leaders and employees of family-owned, closely held and Employee Stock Ownership Plan (ESOP) businesses within the heavy highway, civil, general construction, specialty subcontractors, quarry operations, and asphalt/concrete manufacturing industries.

Todd has worked extensively with union and open shop firms, many with business interests formed over a century ago. Ultra high-end custom building contractors and real estate developers round out Todd’s portfolio of clients.

Todd resides with his wife, Lisa, in the Capital District of New York and Naples, Florida. Todd and Lisa have three successful, adult children. Todd’s personal interests include pursuing the elusive goal of lowering his golf handicap, throwing a fly line, boating in Southwest Florida, and breaking clays with any family member, friend, or client that will join in the fun.

Kyle Sumple Headshot

Kyle Sumple, AIF® CPFA®

Partner, Wealth Management Advisor

Kyle was introduced to Todd and the Broadstone team in 2010 while attending Siena College on a baseball scholarship. After graduating with a bachelor’s degree in Finance, he began his career in the financial services industry. Kyle’s competitive nature has translated into helping build and grow Broadstone’s practice.

Broadstone is dedicated to helping successful people sort through financial complexities of their lives and businesses. Kyle prides himself in the relationships he builds with his clients “Our process of identifying goals, developing customized solutions, and hands-on implementation allows us to build strong long-lasting relationships with our clients.”

“Success is measured not by personal achievements but by the achievement of clients success.”

Kyle lives in Latham with his wife Kristen and three children. Outside of work he enjoys spending time with friends and family. He is an avid golfer and fan of the New York Yankees and Buffalo Bills!

Chris Derham Headshot


Partner, Wealth Management Advisor

Chris began his financial services career as a mortgage banker, but his move to financial planning was actually inspired by a relative’s disastrous experience with an unscrupulous advisor. The situation highlighted how important it is for people to be well educated about their options, and for their financial services provider to be trustworthy. Chris has made these principles the cornerstone of his practice, and applies them to everyone he meets—whether they become clients or not.

Outside of work, Chris is a 32nd-degree Freemason, and a member of the Shriners. He serves on the board of the TPC River Highlands golf club, which he considers a second home. Chris and his wife live in Middletown, Connecticut.

Grow strategically, secure your future.