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

Kevin Kirchheimer

Kevin Kirchheimer

CRPC®

Private Wealth Advisor

Visit Kevin Kirchheimer's website
Brian Derry

Brian Derry

CFP®

Private Wealth Advisor

Visit Brian Derry's website
Alfred Saracene

Alfred Saracene

Financial Advisor

Visit Alfred Saracene's website
Jonathan Knight

Jonathan Knight

CRPC®

Financial Advisor

Chief Financial Officer of Jon L Myers and Associates
Visit Jonathan Knight's website
Holley Cragg

Holley Cragg

Financial Advisor

Visit Holley Cragg's website
Joshua Gacioch

Joshua Gacioch

Financial Advisor

Visit Joshua Gacioch's website
Jennifer Ryba Spurgas

Jennifer Ryba Spurgas

CFP®, CRPC®, CMFC®

Financial Advisor

Visit Jennifer Ryba Spurgas's website
Tristin Hotaling

Tristin Hotaling

Financial Advisor

Visit Tristin Hotaling's website
Gary Winnick

Gary Winnick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Winnick's website
D William Winkelman

D William Winkelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit D William Winkelman's website
Jessica Jimenez

Jessica Jimenez

Financial Advisor

Visit Jessica Jimenez's website
Teresa Lee Flynn

Teresa Lee Flynn

CRPC®

Financial Advisor

Visit Teresa Lee Flynn's website

Team

Christine Mohr

Christine Mohr

Office Manager

Qualifications

  • Sets appointments
  • Manages all service requirements
  • Oversees office functions including paperwork and applications
  • Series 7 licensed
View more
Stephanie Kilb

Stephanie Kilb

Client Service Specialist

Qualifications

  • B.A. in English with minor in Arabic
  • Sets appointments
  • Assists with office functions including paperwork and applications
View more
Michael McGuire

Michael McGuire

Client Service Specialist

Roles & Responsibilities

  • Coordinates our client meetings
  • Helps make our clients feel welcome
View more
Zachary Myers

Zachary Myers

Operations Manager,

Marketing Specialist
Emily Saracene

Emily Saracene

Paraplanner

Qualifications

  • BA in Business Economics; State University of New York College at Cortland
View more