The Team

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 strategies like 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.

Our Advisors

Kevin Kirchheimer

Kevin Kirchheimer

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Education

Binghamton University - B.S. Management, Concentrations in Finance and Marketing

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Brian Derry

Brian Derry

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

Binghamton University - B.A. in Economics and Political Science

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Alfred Saracene

Alfred Saracene

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

BA Degree State University at Cortland

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Jonathan Knight

Jonathan Knight

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

BBA, 2007, Financial Planning, Alfred State College, Alfred, NY

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Holley Cragg

Holley Cragg

Financial Advisor

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Designations

CMFC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies

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Joshua Gacioch

Joshua Gacioch

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management

Education

Binghamton University - B.S. Financial Economics

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Jennifer Ryba Spurgas

Jennifer Ryba Spurgas

Financial Advisor

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Designations

CFP®, CRPC®, CMFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Education

State University of New York Plattburgh

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Tristin Hotaling

Tristin Hotaling

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

Bachelor of Science Northeastern University Logistics and International Business

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Gary Winnick

Gary Winnick

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Employee Stock Options

Education

Bachelor of Science in Animal Science from Cornell University, Ithaca, NY 1975

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D William Winkelman

D William Winkelman

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

MBA, Accounting, University of Denver, Denver, CO, BS, Business Administration, University of Denver, Denver, CO

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Jessica Jimenez

Jessica Jimenez

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

Bachelor of Science, Business Administration, State University of New York, Oswego, NY

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Our Staff

Christine Mohr

Christine Mohr

Office Manager

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Qualifications

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

Stephanie Kilb

Client Service Specialist

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Qualifications

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

Michael McGuire

Client Service Specialist

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Roles & Responsibilities

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

Zachary Myers

Operations Manager

Marketing Specialist

Suzanne Bettiker

Client Service Specialist