The Team

Council Rock Wealth Advisory Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Anthony Mancuso

Anthony Mancuso

Private Wealth Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

BS Accounting, Canisius College, 1978

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Mary Beth Fairchild

Mary Beth Fairchild

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments

Education

BS Business Management and Finance, St. John Fisher College

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Richard Lang

Richard Lang

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies

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Andrew Ward

Andrew Ward

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

BA, English, Northeastern University, Boston, MA 2009

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John Wade

John Wade

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances

Education

BBA, Financial Planning, Alfred State College, Alfred, NY 2014
CA Insurance #0M25007

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Krystal Lang

Krystal Lang

Financial Advisor

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Top Areas of Focus

  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies

Education

Bachelor degree in Mathematics, SUNY Brockport, 2012

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Jordan M Orvek

Jordan M Orvek

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management

Education

B.S, Business Administration: Finance, Liberty University, Lynchburg, VA 2015

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Charles Sawyer

Charles Sawyer

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Retirement Planning Strategies

Education

Master of Arts, St. Bernard's Institute, Rochester NY, 1989, Trustees' Full Tuition Scholarship 1989, Bachelor of Arts, SUNY Geneseo, Geneseo NY, 1984

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Christopher Mc Ninch

Christopher Mc Ninch

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business

Education

University of South Florida Tampa BS,Marketing,Business 1987-1989
CA Insurance #0C16353

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Jeremy L Fredenburg Sr

Jeremy L Fredenburg Sr

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Insurance

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Richard L Fredenburg

Richard L Fredenburg

Financial Advisor

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Designations

ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

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Our Staff

Paul Wyand

Paul Wyand

Operations Specialist

Suzanne Baughman-Craugh

Suzanne Baughman-Craugh

Operations Manager

Jodi Nichols

Jodi Nichols

Operations Director

Chief Operating Officer
Janet Meister

Janet Meister

Paraplanner

Robert Steinmetz

Robert Steinmetz

Paraplanner

Janet Ward

Janet Ward

Administrative Assistant

Corrine Mancuso

Corrine Mancuso

Client Concierge

Colin Hayes

Colin Hayes

Client Relationship Manager

Jennifer Lygas

Jennifer Lygas

Administrative Assistant

Lisa Chisom

Lisa Chisom

Office Manager