Jon L Myers and Associates

Jon L. Myers and Associates
Mission Statement

We focus on four things: extraordinary service, client education, comprehensive planning, and teamwork.

Our commitment to service means that we want people to want to pay us. In order to earn that level of commitment, we have to provide extraordinary service and a high level of professionalism.

We educate our clients to help prepare them to meet their individual needs. We accomplish this through seminars, newsletters, and answering questions. We are a complete resource.

We provide a comprehensive approach to a full life-planning experience, which includes in depth financial planning and an all-encompassing view of your personal goals.

None of this would be possible without teamwork. To us, teamwork is a reflection of us here as a team, with our clients as part of our team.

Disclosures With For Investmen tadvisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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Advisors

Brian Derry, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Brian Derry

CFP®

Private Wealth Advisor

Visit Brian Derry's website
Jonathon L Myers, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Jonathon L Myers

CFP®, MBA, ChFC®, CLTC®, CASL®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathon L Myers's website
Kevin Kirchheimer, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Kevin Kirchheimer

CRPC®

Private Wealth Advisor

Visit Kevin Kirchheimer's website
Jonathan Knight, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Jonathan Knight

CRPC®

Private Wealth Advisor

Chief Financial Officer of Jon L Myers and Associates
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Chris Hurd, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Chris Hurd

Financial Advisor

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Jessica Jimenez, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Jessica Jimenez

Financial Advisor

Visit Jessica Jimenez's website
D William Winkelman, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

D William Winkelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit D William Winkelman's website
Gary Winnick, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Gary Winnick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Winnick's website
Teresa Lee Flynn, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Teresa Lee Flynn

Financial Advisor

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Tristin Hotaling, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Tristin Hotaling

Financial Advisor

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Jennifer Ryba Spurgas, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Jennifer Ryba Spurgas

CFP®, CRPC®, CMFC®

Financial Advisor

Visit Jennifer Ryba Spurgas's website
Bryan Staniszewski, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Bryan Staniszewski

CFP®, AIF®, CPA

Financial Advisor

Certified Public Accountant
Visit Bryan Staniszewski's website
Peter Smith, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Peter Smith

Financial Advisor

Visit Peter Smith's website
Timothy Guinn, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Timothy Guinn

Financial Advisor

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Team

Linda L Bennett

Linda L Bennett

Administrative Assistant

Stephanie Kilb

Stephanie Kilb

Client Service Specialist

Emily Saracene

Emily Saracene

Paraplanner

Tianna Ferroni

Tianna Ferroni

Client Service Specialist

Michael McGuire

Michael McGuire

Client Service Specialist

Roles & Responsibilities

  • Scheduling Client Meetings
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Susan Henderson

Client Service Specialist

Alice Murphy

Financial Planning Specialist

Zachary Myers

Zachary Myers

Operations Manager,

Event Planner