Contact Us
| Name | Title | Email Address | Phone # |
|---|---|---|---|
| Ralph Angelo | Managing Partner | RAngelo | (585) 568-6912 |
| M. Tracey Aiello, MBA | Partner | TAiello | (585) 259-0610 |
| Sharon Balonek | Administrative Assistant | SBalonek | (585) 568-6926 |
| Rob Conderman | Partner | RConderman | (585) 568-6969 |
| Robb Delisanti | Senior Partner Director of Investment Management and Research |
RDelisanti | (585) 568-6904 |
| Bob Dornan | Partner Director of 401(k) Advisory Services |
RDornan | (585) 568-6927 |
| Shannon Farraro | Administrative Assistant | SFarraro | (585) 568-6950 |
| Sarah Fuller CFP®, CASL | Senior Partner | SFuller | (585) 568-6919 |
| Todd Harris | Senior Partner Registered Principal |
THarris | (585) 568-6913 |
| Stephan P. Meier | Partner | SMeier | (585) 568-6996 |
| Robert P. Morse CFP®, ChFC | Director of Planning Strategies | RMorse | (585) 568-6977 |
| Joseph Palma | Partner | JPalma | (585) 568-6999 |
| John Podleski CPA, CFP® | Senior Partner | Jpodleski | (585) 568-6914 |
| Brian Provost | Partner | Bprovost | (585) 568-6970 |
| Greg Rahmlow | Partner | GRahmlow | (585) 568-6933 |
| Shawn Richards | Partner | SRichards | (585) 568-6920 |
| John Wilkinson | Partner | JWilkinson | (585) 568-6942 |
