Jon L Myers and Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Kevin Kirchheimer, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Kevin Kirchheimer

CRPC®

Private Wealth Advisor

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

Brian Derry

CFP®

Private Wealth Advisor

Visit Brian Derry's website
Alfred Saracene, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Alfred Saracene

Financial Advisor

Visit Alfred Saracene'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
Visit Jonathan Knight's website
Holley Cragg, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Holley Cragg

Financial Advisor

Visit Holley Cragg's website
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
Tristin Hotaling, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Tristin Hotaling

Financial Advisor

Visit Tristin Hotaling'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
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
Jessica Jimenez, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Jessica Jimenez

Financial Advisor

Visit Jessica Jimenez's website
Teresa Lee Flynn, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Teresa Lee Flynn

CRPC®

Financial Advisor

Visit Teresa Lee Flynn's website
Chris Hurd, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Chris Hurd

Financial Advisor

Visit Chris Hurd'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
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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
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Michael McGuire

Michael McGuire

Client Service Specialist

Roles & Responsibilities

  • Coordinates our client meetings
  • Helps make our clients feel welcome
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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
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