Brian Provost

Partner
Phone: (585)568-6970

Emmy Hillegeer

Administrative Assistant

John Podleski, CPA, CFP*

Senior Partner
Phone: (585)568-6914

Joseph Palma

Partner
Phone: (585)568-6999

Kyle Downey

Partner
Phone: (585)292-9880

Mary Coon

Matthew S. Fischer, MBA

Partner
Phone: (585)568-6933

Nancy L. Steckel, CLU, CHFC, CRPC

Partner
Phone: (585)688-6988

Peter M. Knittle

Partner
Phone: (585)568-6911

Ralph Angelo

Managing Partner

Rob Conderman

Partner
Phone: (585)568-6969

Robb Delisanti

Senior Partner
Phone: (585)568-6904

Robert A. Dornan

Partner
Director of 401(k) Advisory Services
Phone: (585)568-6927

Robert P. Morse, CFP*, CHFC

Senior Partner
Phone: (585)568-6977

Rochelle Bober

Administrative Assistant

Sara M. Anderson

Assistant to Peter Knittle

Sarah Fuller, CFP*, CASL

Senior Partner
Phone: (585)568-6919

Shannon Farraro

Administrative Assistant

Shawn Richards

Partner
Phone: (585)568-6920

Stephan P. Meier

Partner
Phone: (585)568-6996

Sue Laprade

Sue Liebe

Administrative Assistant
Phone: (585)292-9880

Thomas M. Scharf, CFP

Todd Harris

Senior Partner
Registered Principal
Phone: (585)568-6913

Tracey Aiello, MBA

Phone: (585)259-0610

Whtiney W. Merrill, CFP

Phone: (585)568-6940