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 J Gorom, CFP CLU

Jonathan J Gorom, CFP CLU

Associate Financial Advisor

More about me...

Contact

jonathan.j.gorom@ampf.com

585.475.9430

Qualifications

  • Certified Financial Planner, The American College, 2014
  • NYS Insurance License, Series 7, Series 66
  • Member, Financial Planning Association (FPA)
  • University of Rochester, BS Economics 2006
  • 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
Sharla Englerth, CLTC

Sharla Englerth, CLTC

Paraplanner

More about me...

Contact

sharla.englerth@ampf.com

585.475.9430

Qualifications

  • Certified Long Term Care Specialist, 2015
  • NYS Insurance License, Series 6, 63, 65, 7
  • Cazenovia College, BPS Business Management, 2008
  • Experience in Financial Planning, Insurance, and Practice Management since 2009, Centra Financial Group & American Portfolios
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
Suzanne M. Winter

Suzanne M. Winter

Client Service Specialist

More about me...

Contact

suzanne.m.winter@ampf.com

585.475.9430

Qualifications

  • Joined practice in 2000
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 License
  • BA English, SUNY Oswego, 2004

Roles & Responsibilities

  • Prepare financial planning reports for client meetings
Lorraine Gibbs

Lorraine Gibbs

Financial Planning Assistant

More about me...

Contact

lorraine.gibbs@ampf.com

585.475.9430

Roles & Responsibilities

  • Prepare forms and documents for client meetings
Jocelyn Burton

Jocelyn Burton

Financial Planning Assistant

More about me...

Contact

jocelyn.burton@ampf.com

585.475.9430

Qualifications

  • M.S. from Nazareth College, School of Management, 2016
  • B.S. in Business Administration, Nazareth College, 2014
  • Experience in health insurance, Section 125 & 401k plan administration

Roles & Responsibilities

  • Prepare documents and requirements for client meetings
Linda Brower

Linda Brower

Financial Planning Assistant

More about me...

Contact

linda.brower@ampf.com

585.475.9430

Qualifications

  • Worked in financial service industry for over 25 years

Roles & Responsibilities

  • Prepare spreadsheets, reports and forms for client meetings
Judith A. Webster

Judith A. Webster

Client Service Specialist

More about me...

Contact

judith.a.webster@ampf.com

585.475.9430

Qualifications

  • Joined team in 1998
Kathlyn E Avangelista

Kathlyn E 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 P Nocon

Ligaya P Nocon

Assistant

More about me...

Contact

585.475.9430

Qualifications

  • Joined team in 1985
Josephine Blancaflor

Josephine 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