Kim Ciccarelli Kantor, CFP®, CAP®
President - Founder - Financial Advisor
239-262-6577
239-649-6315
[email protected]
Vice President - Financial Advisor
Jill Ciccarelli Rapps, CFP®
Financial Advisor
Kay M. Anderson, CFP®
Office of Supervisory Jurisdiction
585-383-0180
(585) 383-0654
Louis K. Albenga, IACCP®
Chief Operating Officer & Chief Compliance Officer
Director of Administration
Client Services Associate
Business Analyst
Paraplanner
New Business Development Coordinator
Operations Specialist
Front Office Coordinator
Kyle W. Kennedy, CFP®
Operations Manager
Financial Planning Operations Associate
