The Team

Nocon & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Staff

Jonathan Gorom, CFP CLU

Jonathan Gorom, CFP CLU

Associate Financial Advisor

More about me...

Contact

jonathan.j.gorom@ampf.com

585.475.9430

Qualifications

  • Chartered Life Underwriter, 2016
  • Certified Financial Planner, The American College, 2014
  • NYS Life and Health Insurance License, Series 7, Series 66
  • University of Rochester, BS Economics 2006
  • Member, Financial Planning Association (FPA)
  • Experience in Financial Planning, Investments, and Retirement Planning since 2006 at JP Morgan and AXA
Christopher O'Dell, CFP

Christopher O'Dell, CFP

Associate Financial Advisor

More about me...

Contact

christopher.s.odell@ampf.com

585.475.9430

Qualifications

  • Joined team in 2014
  • Certified Financial Planner, CFP College of Financial Planning, 2015
  • NYS Insurance License, Series 7, Series 66
  • SUNY Alfred State with BBA in Financial Planning, 2009
  • SUNY AAS in Accounting, 2007
  • Financial planning and investment experience at Allstate Financial and Merrill Lynch, Intern at Ameriprise Financial with Sutter, Johnson & Associates
Robert Steinmetz

Robert Steinmetz

Paraplanner

More about me...

Contact

robert.steinmetz@ampf.com

585.475.9430

Qualifications

  • NYS Insurance License, Series 6, 63, 65, 7
  • Financial Planning, Insurance, and Investment Experience from New York Life, M & T Securities and Morgan Stanley
  • Franklin University College, Finance, 2013
  • Monroe Community College, Business, 2005
Sue Winter

Sue Winter

Client Service Specialist

More about me...

Contact

suzanne.m.winter@ampf.com

585.475.9430

Qualifications

  • Joined practice in 2000

Roles & Responsibilities

  • Manage office schedule
  • Manage correspondence with clients
Gerald Daniels

Gerald Daniels

Office Manager

More about me...

Contact

gerald.daniels@ampf.com

585.475.9430

Qualifications

  • Series 7, 6, 63 and NYS Insurance License
  • Senior Client Associate, MSDW 16 years
  • Monroe Community College, Business Administation 1985
Isabel Mantilla

Isabel Mantilla

Financial Planning Assistant

More about me...

Contact

isabel.mantilla@ampf.com

585.475.9430

Qualifications

  • Joined team in 2016
  • NYS Insurance License
  • Experience in the industry since 2014 at World Financial Group in Chicago
Corey Tesler

Corey Tesler

Financial Planning Assistant

More about me...

Contact

corey.tesler@ampf.com

585.475.9430

Qualifications

  • Registered Paraplanner, College for Financial Planning 2016
  • NYS Life and Health Insurance License
  • BA English, SUNY Oswego, 2004

Roles & Responsibilities

  • Prepare financial planning reports for client meetings
Lori Gibbs

Lori Gibbs

Financial Planning Assistant

More about me...

Contact

lorraine.gibbs@ampf.com

585.475.9430

Roles & Responsibilities

  • Prepare forms and documents for client meetings
Linda Brower

Linda Brower

Financial Planning Assistant

More about me...

Contact

linda.brower@ampf.com

585.475.9430

Qualifications

  • Joined team in 2016
  • Experience in financial service industry for over 25 years

Roles & Responsibilities

  • Prepare spreadsheets, reports and forms for client meetings
Jason McMahon

Jason McMahon

Financial Planning Assistant

More about me...

Contact

jason.mcmahon@ampf.com

585.475.9430

Qualifications

  • Joined team in 2017
  • NYS Life, Accident and Health Insurance License
  • SUNY Alfred State with BBA in Financial Planning, 2016
  • SUNY AAS in Marketing, 2014
  • Has experience in financial planning and intern at Ameriprise and employment at Banker's Life
Judy Webster

Judy Webster

Client Service Specialist

More about me...

Contact

judith.a.webster@ampf.com

585.475.9430

Qualifications

  • Joined team in 1998
Kathy Avangelista

Kathy Avangelista

Client Service Specialist

More about me...

Contact

kathlyn.e.avangelista@ampf.com

585.475.9430

Qualifications

  • Joined team in 2007
  • Retired from Kodak after 40 years of service
Ligaya Nocon

Ligaya Nocon

Assistant

More about me...

Contact

585.475.9430

Qualifications

  • Joined team in 1985
Jo Blancaflor

Jo Blancaflor

Intern

Genesis Andino

Genesis Andino

Intern

More about me...

Contact

genesis.andino@ampf.com

585.475.9430

Roles & Responsibilities

  • electronic filing and organizing; special projects