Jon L Myers and Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

Kevin Kirchheimer

Kevin Kirchheimer

Private Wealth Advisor

Visit Kevin Kirchheimer's website
Brian Derry

Brian Derry

Private Wealth Advisor

Visit Brian Derry's website
Alfred Saracene

Alfred Saracene

Financial Advisor

Visit Alfred Saracene's website
Jonathan Knight

Jonathan Knight

Financial Advisor

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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

Financial Advisor

Visit Jennifer Ryba Spurgas's website
Tristin Hotaling

Tristin Hotaling

Financial Advisor

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Gary Winnick

Gary Winnick

Financial Advisor

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D William Winkelman

D William Winkelman

Private Wealth Advisor

Visit D William Winkelman's website
Jessica Jimenez

Jessica Jimenez

Financial Advisor

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Teresa Flynn

Teresa Flynn

Financial Advisor

Visit Teresa 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
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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
Nicholas Gacioch

Nicholas Gacioch

Paraplanner

Qualifications

  • BA in Economics; Binghamton University
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Emily Saracene

Emily Saracene

Paraplanner

Qualifications

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