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Creating & Preserving Wealth for Generations
Our People
Advisors
Advisor Directory
Prof. Staff Directory
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
Dawn Gilchrist, FPQP™
585-512-2327
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
Michelle Mayes
585-512-2337
Tabitha McGurk
585-512-2368
Lauren Mckerrow
585-512-2320
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
Sunny Ramirez, CHSA®
585-512-2369
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
Katie Tkaczyk
585-512-2318
Kellie Weeks
585-512-2341
Leadership Team
Leadership Dir.
Jen Fox
585-512-2386
Erin Garrett
585-512-2359
Aaron Young, CFP®, CRPC®, CHSA®, AIF®
585-512-2350
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