Jon L Myers and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jonathon L Myers

Jonathon L Myers

CFP®, MBA, ChFC®, CLTC®, CASL®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathon L Myers's website
Alfred Saracene

Alfred Saracene

Financial Advisor

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Kevin Kirchheimer

Kevin Kirchheimer

CRPC®

Private Wealth Advisor

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Brian Derry

Brian Derry

CFP®

Private Wealth Advisor

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Joshua Gacioch

Joshua Gacioch

Financial Advisor

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Jessica Jimenez

Jessica Jimenez

Financial Advisor

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D William Winkelman

D William Winkelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Gary Winnick

Gary Winnick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Jennifer Ryba Spurgas

Jennifer Ryba Spurgas

CFP®, CRPC®, CMFC®

Financial Advisor

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Tristin Hotaling

Tristin Hotaling

Financial Advisor

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Teresa Lee Flynn

Teresa Lee Flynn

CRPC®, AIF®

Financial Advisor

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Holley Cragg

Holley Cragg

Financial Advisor

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Team

Susan Henderson

Client Service Specialist

Brittany L Knight

Brittany L Knight

Client Service Specialist

Alexander J. Hawthorne

Alexander J. Hawthorne

Paraplanner

Qualifications

  • BBA: Financial Planning - SUNY Alfred 2021
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Tianna Ferroni

Tianna Ferroni

Client Service Specialist