Broker Check

5 Hatfield lane
Suite #2A-2
Goshen, NY 10924

LinkedIn

SEP Financial Services

(845)-618-1700

 
Della Lounsbery

Della Lounsbery

HD Vest Advisor

An HD Vest Financial Advisor, with a background as a Financial Assistant and Tax Preparer. She has worked alongside Stephen Plain for over 17 years. Della is “Mom” to three successful young adults (Matt, Katie & Libby) and a Sheep dog named, “Gracie”. Married to “Jim” for 31 blissful years. An Orange County native, who grew up in Port Jervis and attended Orange County Community College, obtaining an Associates’ in Business Administration and SUNY Albany, obtaining a Bachelor of Science in Accounting. Della is considered to be a part of the “Sandwich Generation”, as she explains it, she’s at a point in her life where she is planning ahead for retirement, taking less care of her young adult children and more care of her aging family members.


Undoubtedly, she is an asset to SEP Financial Services not just because of her vast knowledge of the College Planning process, her Retirement Planning experience and her unwavering dedication and support in helping a loved one navigate the mindfield of paperwork associated with the death of a spouse or parent. Della has impeccable attention to detail, good listening skills and the utmost concern for each-and-every client who walks through our door. She remembers everything from the smallest detail to the largest. Della has a knack for making complicated issues easy to understand.

After hours and on weekends you will find Della snuggling with a book on the couch, bike riding with her husband, antiquing with friends and almost always sharing a laugh or a hug with her children.

Della is a member of the Business & Professional Women’s Club of Middletown, NY. A former Treasurer of the Parent’s Guild at Our Lady of Mount Carmel and a former Girl Scout Troop Leader.