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Our Team

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Meet the friendly and smart people working hard — so someday you don’t have to. 

Leadership Team

Meet Our Team

With over 100 years combined experience, we have a well-seasoned team to help reach your financial goals. 

Craig Gingerich

Craig Gingerich, CFP®, AIF®, CHSA®, C(k)P®

First Vice President, Financial Advisor

Colin Young

Colin Young, CFP®, AIF®, CHSA®, C(k)P®

Financial Advisor

Michelle Mayes

Michelle Mayes

Sr Registered Financial Services Associate

Marie Oas

Marie Oas

Financial Services Associate

Shannon Meyer

Shannon Meyer, CHSA®

Senior Retirement Plans Specialist

Douglas Parker

Douglas Parker, CFP®, AIFA®, CHSA®

Senior Vice President, Financial Advisor

Matthew Baker

Matthew Baker, CRPC®, AWMA®, AAMS®

Financial Advisor

Amy Singer

Amy Singer

Registered Financial Services Associate

Steve Ciotti

Steve Ciotti, ARM®

Registered Financial Services Associate

Sunny Ramirez

Sunny Ramirez, CHSA®

Retirement Plans Specialist

James Burke

James Burke, CFP®, AIF®

Senior Vice President, Financial Advisor

Margie Greer

Margie Greer, FPQP™

Portfolio Analyst

Jack Cairns

Jack Cairns

Retirement Plans Specialist

Meet our Team

Want to work with us?

100 Corporate Woods

Suite 300

Rochester, New York 14623

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