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Our Team

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Financial papers on table

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

Leadership Team

Meet Our Team

With over 150 years combined experience, we have a well-seasoned team to help reach your financial goals. 

Craig Gingerich

Craig Gingerich, CFP®, AIF®, C(k)P®

First Vice President, Financial Advisor

Michelle Mayes

Michelle Mayes

Practice Integrator

Steve Ciotti

Steve Ciotti, ARM®

Financial Advisor

Marie Oas

Marie Oas

Financial Services Associate

Shannon Meyer

Shannon Meyer, CHSA®

Senior Retirement Plans Specialist

Douglas Parker

Douglas Parker, CFP®, AIF®, CHSA®

Senior Vice President, Financial Advisor

Colin Young

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

Financial Advisor

Sunny Ramirez

Sunny Ramirez, CHSA®

Financial Advisor

Georgette Peterson

Georgette Peterson

Registered Financial Services Associate

Jack Cairns

Jack Cairns, AIF®

Retirement Plans Specialist/ Plan Lead

James Burke

James Burke, CFP®, AIF®

Senior Vice President, Financial Advisor

Andy Schuler

Andy Schuler, CFP®

Financial Advisor

Amy Singer

Amy Singer

Sr Registered Financial Services Associate

Zach Lessard

Zach Lessard

Financial Services Associate

Hope Duncan

Hope Duncan

Retirement Plans Specialist

Meet our Team

Want to work with us?

100 Corporate Woods

Suite 300

Rochester, New York 14623

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