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Personal Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our firm.

Financial Planning

We create strategies that are tailored to your needs and goals.

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Planning for a Comfortable Retirement

We'll help you reach a comfortable and enjoyable retirement.

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Protect the Ones You Love

We'll create a strategic protection plan so you don't have to worry about your loved ones in your absence.

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Preparing for College

We'll work with you to plan and save for your children's education.

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Long Term Care

The importance of thinking ahead.

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Disability Income Insurance

Giving you a peace of mind for the unpredictable moments in life.

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Protection for Auto and Homeowners

We provide auto and homeowner's insurance* along with all the other financial services, saving you time and money.

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Meet the Personal Planning Team

David Levine

David Levine

Firm Disability Income Director

(585) 241-5287

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Andrea DePasquale

Andrea DePasquale

Financial Services Representative

716.929.3367

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

Brook Mellon

Brook Mellon

Financial Services Representative

(716) 626-0048

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

Daniel Oglebay

Daniel Oglebay

Financial Services Representative

(315) 350-2139

David Pettinelli

David Pettinelli

Financial Services Representative

(585) 214-4662

Flinn Hackett

Flinn Hackett

Financial Services Representative

(585) 242-5912

George Rak

George Rak

Financial Services Representative

(716) 650-6452

George Sipe

Financial Services Representative

(315) 507-0591

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Hal Ware

Hal Ware

Financial Services Representative

(716) 650-6496

Heather Wilbur

Financial Services Representative

(607) 846-2136

Henry Melson

Henry Melson

Financial Services Representative

(716) 650-2330

Jacob Ernst

Jacob Ernst

Financial Services Representative

(716) 650-6493

Jada Eckert

Jada Eckert

Financial Services Representative

716.634.1515 x3021

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Jesse Montanye

Jesse Montanye

Financial Services Representative

(585) 241-5245

John  Balk

John Balk

Financial Services Representative

(716) 929-3365

Micah Moore

Financial Services Representative

(585) 704-5601

Myra Schroeder

Financial Services Representative

(585) 749-1656

Rachel Blair

Rachel Blair

Financial Services Representative

(585) 329-9897

Rick Pepperday

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

Rick Ungaro

Financial Services Representative

(716) 650-6432

Robert Hosler

Robert Hosler

Financial Services Representative

(315) 350-2136

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Shawn Sipe

Financial Services Representative

(315) 853-2313

Tiere' Simpson

Financial Services Representative

(716) 650-2235

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500

*Auto and home insurance is offered by unaffiliated insurers