Raymond F. Ciccarelli

Vice President - Founder - Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

Judith G. Alexander-Wasley, MBA, CFP^®

Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

Samantha R. Webster, CFP^®

Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

Patrick Ryan, CFP^®, AWMA^®

Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

Geral M. Smith

Office of Supervisory Jurisdiction

585-383-0180

(585) 383-0654

[email protected]

Louis K. Albenga, IACCP®

Chief Operating Officer & Chief Compliance Officer

239-262-6577

239-649-6315

[email protected]

Jessica Beach

Client Services Associate & Operations Specialist

(585) 383-0180

(585) 383-0654

[email protected]

Melissa Blanco

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Lisa Buckert

Client Services Associate

(585) 383-0180

(585) 383-0654

[email protected]

Abby Herlan

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Stacie Lykins

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Michelle Mehalick

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Caroline Reeves-Hillyard

Records Manager

(585) 383-0180

(585) 383-0654

[email protected]

Brittany Sardella

Administrative Assistant

585-383-0180

585-383-0654

[email protected]

Karli Wise

Front Office Coordinator

585-383-0180

585-383-0654

[email protected]