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Financial Planning & Investments

Maria Caton, CFP®, ChSNC®, AAMS®
Maria Caton, CFP®, ChSNC®, AAMS®
Senior Vice President, Manager of Financial Planning Services - Team Leader
(585) 419-0670 x 50666
[email protected]
Denise Kelly-Dohse, CFP®
Denise Kelly-Dohse, CFP®
Vice President, Senior Wealth Advisor - Team Leader
(585) 419-0670 x 50619
[email protected]
Adam R. Leszyk, CFP®
Adam R. Leszyk, CFP®
Senior Vice President, Senior Wealth Advisor - Team Leader
(585) 419-0670 x 50682
[email protected]
Kevin B. Rankin, MBA
Kevin B. Rankin, MBA
Vice President, Senior Wealth Advisor - Trading Desk Team Leader
(585) 419-0670 x 51927
[email protected]
Mark Buonaugurio
Mark Buonaugurio
Senior Vice President, Senior Wealth Advisor
(585) 419-0670 x 50617
[email protected]
Stephen Krauss, CFA®
Stephen Krauss, CFA®
Senior Vice President, Senior Wealth Advisor
(585) 419-0670 x 50604
[email protected]
Brian J. Murphy, CIMA®
Brian J. Murphy, CIMA®
Senior Vice President, Chief Investment Strategist
(585) 419-0670 x 41933
[email protected]
Greg Pilato, CRPS®
Greg Pilato, CRPS®
Vice President, Retirement Plan Consultant, Wealth Advisor
(585) 419-0670 x 57712
[email protected]

Maria Caton, CFP®, ChSNC®, AAMS®
Maria Caton, CFP®, ChSNC®, AAMS®
Senior Vice President, Manager of Financial Planning Services - Team Leader
(585) 419-0670 x 50666
[email protected]
Denise Kelly-Dohse, CFP®
Denise Kelly-Dohse, CFP®
Vice President, Senior Wealth Advisor - Team Leader
(585) 419-0670 x 50619
[email protected]
Adam R. Leszyk, CFP®
Adam R. Leszyk, CFP®
Senior Vice President, Senior Wealth Advisor - Team Leader
(585) 419-0670 x 50682
[email protected]
Kevin B. Rankin, MBA
Kevin B. Rankin, MBA
Vice President, Senior Wealth Advisor - Trading Desk Team Leader
(585) 419-0670 x 51927
[email protected]
Mark Buonaugurio
Mark Buonaugurio
Senior Vice President, Senior Wealth Advisor
(585) 419-0670 x 50617
[email protected]
Stephen Krauss, CFA®
Stephen Krauss, CFA®
Senior Vice President, Senior Wealth Advisor
(585) 419-0670 x 50604
[email protected]
Brian J. Murphy, CIMA®
Brian J. Murphy, CIMA®
Senior Vice President, Chief Investment Strategist
(585) 419-0670 x 41933
[email protected]
Greg Pilato, CRPS®
Greg Pilato, CRPS®
Vice President, Retirement Plan Consultant, Wealth Advisor
(585) 419-0670 x 57712
[email protected]