Our Financial Professionals

We work together to serve you, no matter where you are on your financial journey. Our financial professionals are dedicated to an environment of trust and cooperation among one another and with our clients.

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Dennis Behr

Finanical Services Professional

(585) 399-3887

Samuel Chavarria, CLU, ChFC

Financial Planner

(315) 350-2123

Jamar Clarke

Financial Services Professional

(315) 350-2177

Brian Conboy

Financial Advisor

(315) 569-5615

Timothy C. Gonyo, LUTCF, RICP

Financial Advisor

(518) 561-7213

Brady M. Haupt

Financial Advisor

(716) 831-8033 x4

Karl Heath, CFBS

Financial Advisor

(585) 241-5237

Matthew Jarrell

Financial Services Professional

(585) 242-5903

Kevin Jewett

Financial Services Professional

(716) 276-1180

Kaitlyn Klemp

Financial Services Representative

(716) 650-6681

Kyle Mattern

Financial Services Professional

(716) 276-1191

Royal Muhammad

Financial Services Professional

(585) 242-5909

Christopher K. Nucerino

Financial Services Professional

(315) 350-2116

Priscilla Parker

Financial Services Professional

(585) 214-8651

Ja Smith

Financial Planner

(716) 650-2244

Timothy A. Stalker, LUTCF

Financial Advisor

(716) 650-6653

Jason G. Swartley, LUTCF

Financial Planner

(315) 325-4793

Victoria Terrazzino

Paraplanner

(716) 929-3389

Sanford G. Wolffe, CLU

Financial Services Professional