Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Abby Kulpa

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Abby Kulpa first joined Ciccarelli Advisory Services as Front Office Coordinator in March 2021, then shortly moved into the position of Customer Services Associate. Along with her basic administrative responsibilities, Abby oversees...

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Andrea Mitchell

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Andrea Mitchell joined Ciccarelli Advisory Services in July 2016 as an Administrative Associate. Wearing many hats, she now works as a Client Services Associate assisting in a variety of administrative duties, including scheduling...
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Anthony J. Curatolo

Financial Advisor

239-262-6577

239-649-6315

[email protected]

ANTHONY’S NICHE Anthony Curatolo specializes in working with families to organize and prioritize their financial goals. To facilitate these goals, he coordinates communication between family members, attorneys and accounting...

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Antoinette Hendrix

Front Office Coordinator

585-383-0180

585-383-0654

[email protected]

Antoinette Hendrix joined Ciccarelli Advisory Services in March 2022 as the Front Office Coordinator. She is the first point of contact to our clients, from greeting visitors to answering incoming calls and confirming upcoming...

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Briana Brandon

Business Analyst

239-262-6577

239-649-6315

[email protected]

Briana Anderson started as the cas360 Coordinator in June of 2019. She keeps the staff up to date on all things cas360 and assists to provide best practices for the technology, firm wide. Briana supports the planning teams to create...

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Carla Phillips

Operations Manager

239-262-6577

239-649-6315

[email protected]

Carla joined the firm in November 2019 as the Operations Manager. As part of the leadership team, her role consists of mentoring and coaching her team, managing the flow of everyday operations, and researching various operational...

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Carol Mikelsavage

Operations Specialist

239-262-6577

239-649-6315

[email protected]

Carol Mikelsavage joined Ciccarelli Advisory Services in September 2017 as an Operations Specialist. She focuses on new account paperwork and facilitates the onboarding of new clients. Carol joins our team with more than 20 years of...

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Caroline Reeves-Hillyard

Records Manager

(585) 383-0180

(585) 383-0654

[email protected]

Carrie Reeves-Hillyard joined Ciccarelli Advisory Services in 2006 as the Records Manager. She prepares files for upcoming client appointments, enters and processes trades for our advisors, assists our compliance officer as needed, and...

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Carrie L. Fales

Operations Specialist

239-262-6577

239-649-6315

Ca[email protected]

Carrie Fales serves as an Operations Assistant at Ciccarelli Advisory Services. She prepares files for our clients and provides general back-office support. Carrie has been associated with Ciccarelli Advisory Services for more than 20...

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Dakota Doyle

Director of Communications

239-262-6577

239-649-6315

[email protected]

Dakota Doyle joined Ciccarelli Advisory Services in December 2018 as the Director of Communications. She plans and executes a comprehensive marketing strategy for our firm: creating content for our email newsletter, website and social...

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Danielle Lynch

239-262-6577

239-649-6315

[email protected]

Danielle Lynch serves on our Planning Services team: compiling information for client annual reviews and providing general assistance to our team of Client Services Associates. Danielle worked as our intern for ten years and joined as...

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Gabby Song

Client Services Associate

2392626577

239-649-6315

[email protected]

Even though she assisted the firm part-time with a few data entry projects several years ago, Gabby Song came to the firm full-time as a Client Services Associate for Paul Ciccarelli in July 2022. As a CSA, Gabby helps Paul and the...

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Geral M. Smith

Chief Operations Officer & Chief Compliance Officer

585-383-0180

(585) 383-0654

[email protected]

Geral Smith joined Ciccarelli Advisory Services in 2006 and serves as our Chief Operating Officer and Chief Compliance Officer. She handles the day-to-day leadership of numerous aspects of our firm including technology, investment...

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Jasen M. Gilbert, CFP®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

JASEN'S NICHE Jasen specializes in assisting successful families, individuals and business owners with their financial planning needs. Jasen's attention to detail and passion for comprehensive planning helps his clients navigate life's...

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Jennifer Cody

New Business Development Coordinator

239-262-6577

[email protected]

Jennifer joined Ciccarelli Advisory Services in September 2021 as the New Business Development Coordinator. She is a creative, but strategic thinker with more than 20 years of marketing experience and is responsible for the marketing,...

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Jessica Beach

Client Services Associate & Operations Specialist

(585) 383-0180

(585) 383-0654

[email protected]

Jessica Beach joined Ciccarelli Advisory Services in 2000 as a Client Services Associate. She focuses on providing service and support to clients of Ray Ciccarelli and Samantha Webster, and also serves as the Operations Leader for the...

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Jill Ciccarelli Rapps, CFP®

Vice President - Financial Advisor

239-262-6577

239-649-6315

[email protected]

JILL'S NICHE As an advisor and trained life coach, she enjoys being able to help her clients create a significant impact and sustainable results by aligning their money with their life passions. As part of her planning process, she...

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Josh Espinosa, CFP®, CIMA®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

JOSH'S NICHE Josh Espinosa specializes in investment management and equity analysis, with a strong emphasis on creating personalized financial planning strategies for our client families. He helps clients to organize their financial...

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Judith G. Alexander-Wasley, MBA, CFP®

Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

JUDY’S NICHE Judy enjoys engaging with clients to help them achieve their financial goals. Judy is actively involved in all aspects of the planning process: budgeting and planning analysis, investment research and custom...

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Kay M. Anderson, CFP®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

KAY'S NICHE Kay Anderson’s passion lies in educating and guiding every generation of a client family to build an ongoing legacy and to make informed decisions that enhance their overall financial wellness. She provides clients...

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Kelly Ruff

Operations Assistant

239-262-6577

239-649-6315

[email protected]

Kelly Ruff joined Ciccarelli Advisory Services in April 2022 as an Operations Assistant with a focus on general back-office support. She brings a wide variety of experience to her position at the firm and believes her time in marketing...

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Kim Ciccarelli Kantor, CFP®, CAP®

President - Founder - Financial Advisor

239-262-6577

239-649-6315

[email protected]

KIM'S NICHEKim strongly believes there is a marriage between one’s health, wealth, dreams and family life. She helps her clients integrate their financial means with the other key components of their lives, assisting them in...

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Kim Kobus

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Kim Kobus joined Ciccarelli Advisory Services in August 2018 as a Client Services Associate. Working closely with Jill Ciccarelli Rapps and Jasen Gilbert, Kim assists with annual review meeting preparation, creating reports for...

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Kristie Hulmes

Front Office Coordinator

239-262-6577

239-649-6315

[email protected]

Kristie Hulmes joined Ciccarelli Advisory Services in February 2017 as our Front Office Coordinator. She greets our clients when they arrive for appointments, answers the phones, handles incoming and outgoing mail, prepares the...

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Lisa Buckert

Client Services Associate

(585) 383-0180

(585) 383-0654

[email protected]

Lisa Buckert joined Ciccarelli Advisory Services in 2005 as a Client Services Associate. She focuses on client services for Judith Alexander-Wasley: fielding client questions and requests, composing letters and spreadsheets, and...

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Lyndsey Landgraf

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Lyndsey Landgraf joined Ciccarelli Advisory Services in February 2018. As a part of Steven Merkel’s team, she handles client requests and prepares materials for client reviews and other meetings. Lyndsey...

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Lynn A. Ferraina

Financial Advisor

239-262-6577

239-649-6315

[email protected]

LYNN’S NICHE Lynn provides personalized service and lifelong financial guidance to her clients. She is especially focused on assisting her clients with major transitions in their lives - facilitating the estate settlement process...

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Melissa Blanco

Administrative Assistant

585-383-0180

585-383-0654

[email protected]

Melissa Blanco joined Ciccarelli Advisory Services in August 2021 as the Front Office Coordinator. Melissa is the first point of contact to our clients, from greeting visitors to answering incoming calls, Melissa’s warm and...

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Michelle Mehalick

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Michelle joined Ciccarelli Financial Services, Inc. in the latter part of 2020. She focuses on client services for Carol Girvin, Judith Alexander-Wasley and Patrick Ryan. This includes facilitating client communications and providing...

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Misty Williams

Planning Services Coordinator

2392626577

239-649-6315

[email protected]

Misty Williams joined Ciccarelli Advisory Services in December of 2020, as a Planning Services Coordinator. She works closely alongside advisors and staff as in integral part of the planning process for annual reviews. She gathers and...
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Nereida S. Ciccarelli

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Neri Ciccarelli joined Ciccarelli Advisory Services in 1996 as a Client Services Associate and personal assistant to Paul Ciccarelli. She processes securities, assists with day-to-day operations, and prepares information for the client...

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Patrick Ryan, CFP®, AWMA®

Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

PATRICK’S NICHE Patrick’s enthusiasm and desire to engage with clients to achieve their goals is what drives him every day. He specializes in building customized, comprehensive financial plans using a dedicated process to...

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Paul F. Ciccarelli, CFP®, CHFC®, CLU®

Vice President - Financial Advisor

239-262-6577

239-649-6315

[email protected]

PAUL'S NICHEPaul specializes in advanced issues surrounding financial and estate planning strategies. He serves as a financial coach to his clients and their families, as well as businesses and charitable organizations. Paul’s...

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Raymond F. Ciccarelli

Vice President - Founder - Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

RAY'S NICHE Ray’s mission is to develop comprehensive financial plans for each of his clients, with a specialty in retirement planning. He embraces an innovative approach when designing a portfolio that has the potential to...

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Samantha R. Webster, CFP®

Financial Advisor

(585) 383-0180

(585) 383-0654

[email protected]

SAMANTHA’S NICHE Samantha takes pride in offering comprehensive financial planning services, with an emphasis on retirement and income planning. She specializes in helping clients make informed decisions by taking them through a...

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Stacey Lange

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Stacey Lange joined CAS in April of 2019 as a Client Services Associate to Paul F. Ciccarelli. She assists with the day to day operations, fulfills client service requests, schedules appointments and prepares materials for annual...

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Stacie Lykins

Client Services Associate

585-383-0180

585-383-0654

[email protected]

Stacie Lykins joined Ciccarelli Advisory Services in April 2022 as a Client Services Associate, primarily assisting Ray Ciccarelli and Samantha Webster in a variety of duties including client communications and administrative support....

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Steven T. Merkel, CFP®, CHFC®

Financial Advisor

239-262-6577

239-649-6315

[email protected]

STEVE’S NICHE Steve specializes in helping his clients to make informed decisions and design custom portfolios that serves their needs. He believes that diversification – as well as creating a disciplined, personalized,...

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Susan A. Hansen

Director of Administration

239-262-6577

239-649-6315

[email protected]

Susan Hansen joined Ciccarelli Advisory Services in 2008 after moving to Naples from Chicago. She is responsible for managing the back office operations at the Naples office, which encompasses security processing, staff training and...

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Susan M. Banta, FPQP™

Client Services Associate

239-262-6577

239-649-6315

[email protected]

Susan Banta joined Ciccarelli Advisory Services in 1997 as a Client Services Associate. She is in charge of serving Kim Ciccarelli Kantor's clients. She works in several capacities: compiling net worth and cash flow reports, preparing...

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