Creating & Preserving Wealth for Generations
Our People
Advisors
Professional Staff
Maria Albanese
585-512-2306
Catherine Carnegie, FPQP™
585-512-2335
Liuda Chystukh
585-512-2362
Melissa Cropo
585-512-2315
Rachel Cucchiara
585-512-2333
Corinne Dennis
585-512-2331
Glenn Dunham
585-512-2311
Sheila Epps
585-512-2346
Kayla Ernisse
585-512-2339
Margie Greer, FPQP™
585-512-2323
Sara Groschadl
585-512-2354
Abby Horst
585-512-2306
Donna Jaroszek
585-512-2332
Katie Keller
585-512-2357
Sunny Krupnicki, CHSA®
585-512-2369
Michelle Mayes
585-512-2337
Shannon Meyer
585-512-2312
Penny Neidig
585-512-2363
Marie Oas
585-512-2356
Lauren O'Brien
585-512-2314
Traci Passamonte
585-512-2322
Lisa Reichart
585-512-2361
Katie Rowe
585-512-2338
Amy Singer
585-512-2379
Jazmine Stewart, MBA
585-512-2349
Nancy Templeton
585-512-2317
Aaron Young, CFP®
585-512-2350
Kellie Weeks
585-512-2341
Leadership Team
Jen Fox
585-512-2386
Erin Garrett
585-512-2359