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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

Colin Young

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

Financial Advisor

Michelle Mayes

Michelle Mayes

Practice Integrator

Georgette Peterson

Georgette Peterson

Registered Financial Services Associate

Jack Cairns

Jack Cairns

Retirement Plans Specialist/ Plan Lead

Douglas Parker

Douglas Parker, CFP®, AIF®, CHSA®

Senior Vice President, Financial Advisor

Steve Ciotti

Steve Ciotti, ARM®

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

James Burke

James Burke, CFP®, AIF®

Senior Vice President, Financial Advisor

Sunny Ramirez

Sunny Ramirez, CHSA®

Financial Advisor

Marie Oas

Marie Oas

Financial Services Associate

Shannon Meyer

Shannon Meyer, CHSA®

Senior Retirement Plans Specialist

Meet our Team

Want to work with us?

100 Corporate Woods

Suite 300

Rochester, New York 14623

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