Nocon & 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.



Team

Jonathan Gorom, CFP CLU

Jonathan Gorom, CFP CLU

Associate Financial Advisor

Qualifications

  • Chartered Life Underwriter, 2016
  • Certified Financial Planner, The American College, 2014
  • NYS Life and Health Insurance License, Series 7, Series 66
  • University of Rochester, BS Economics 2006
  • Member, Financial Planning Association (FPA)
  • Experience in Financial Planning, Investments, and Retirement Planning since 2006 at JP Morgan and AXA

Roles & Responsibilities

  • Joined Nocon & Associates in 2012 helping address financial planning topics and process transactions.
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Dennis Leahy

Dennis Leahy

Registered Practice Associate

Qualifications

  • Series 7,66, NYS Life Health, NYS Property and Casualty
  • St. John Fisher College BA, Sports Management 2014
  • Previous experience at Generations Bank Investment Services and Agency
  • Enrolled in Certified Financial Planning (CFP) program

Roles & Responsibilities

  • Joined Nocon & Associates in 2017 helping address financial planning topics and process transactions.
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Taylor Derrisaw

Taylor Derrisaw

Registered Practice Associate

Qualifications

  • Series 7 and 66 licensed
  • NYS Life and Health Insurance License
  • Rochester Institute of Technology, BS in Finance May 2017
  • Experience at Northwestern Mutual
  • Preparing for Certified Financial Planner (CFP) designation

Roles & Responsibilities

  • Joined Nocon & Associates in 2017 helping address financial planning topics and process transactions.
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Edward Silversmith Jr

Edward Silversmith Jr

Registered Practice Associate

Qualifications

  • Series 7, 6, 65 and 63; NYS Life and Health License
  • Banking and Insurance, 2016 through 2019
  • SUNY Brockport, Bachelor in Business Adminstration 2016
  • Preparing for Certified Financial Planner (CFP) designation

Roles & Responsibilities

  • Joined Nocon & Associates in 2019 helping address financial planning topics and process transactions.
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Zach Wagner

Zach Wagner

Registered Practice Associate

Qualifications

  • Series 7 & 66 and NYS Insurance License
  • BS Marketing St John Fisher College May 2019

Roles & Responsibilities

  • Joined Nocon & Associates in 2019 helping address financial planning topics and process transactions.
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Suzanne Winter

Suzanne Winter

Client Service Specialist

Qualifications

  • Joined practice in 2000

Roles & Responsibilities

  • Manage office schedule
  • Manage correspondence with clients
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Caitlin Higgins

Caitlin Higgins

Client Service Coordinator

Qualifications

  • 2018, MS in Education, St. John Fisher College
  • 2016, BA St. John Fisher College
  • Experience includes Graduate Assistant, Tutor, Sales Associate

Roles & Responsibilities

  • Coordinate client communications for the team.
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Robert Granish

Robert Granish

Registered Practice Associate

Qualifications

  • Series 7, 66 and NYS Insurance License
  • BS Finance RIT 2018
  • AXA Advisors 2018 - 2019
  • AAS Onandaga Community College 2013
  • Wegmans 2011 - 2018

Roles & Responsibilities

  • Joined Nocon & Associates in 2019. Prepares reports and process new business.
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Linda Brower

Linda Brower

Financial Planning Assistant

Qualifications

  • Experience in financial services industry for over 25 years

Roles & Responsibilities

  • Joined Nocon & Associates in 2016. Prepares reports and process new business.
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Vince Vongkhily

Vince Vongkhily

Financial Planning Assistant

Qualifications

  • NYS insurance license
  • Currently preparing for Series 7
  • Northwestern Mutual 2017 - 2019
  • St John Fisher College, BS December 2018
  • Monroe Community College, AAS December 2016

Roles & Responsibilities

  • Joined Nocon & Associates in 2019. Prepares reports and process new business.
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Sarah Perlet

Sarah Perlet

Financial Planning Assistant

Qualifications

  • 2011 to 2015 Insurance Specialist at Nocon & Associates
  • 2002 MA in Medieval Studies from University of London
  • 2000 BA from New York University

Roles & Responsibilities

  • Joined Nocon & Associates in 2011 to 2015 and then again 2019. Prepares reports and process new business.
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Danielle Crawford

Danielle Crawford

Financial Planning Assistant

Qualifications

  • American Portfolios
  • Karpus investment Management

Roles & Responsibilities

  • Joined Nocon & Associates in 2020 Prepares reports and process new business.
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Amanda Kralovic

Amanda Kralovic

Financial Planning Assistant

Qualifications

  • 13 years of experience at Cudlipp Fianncial

Roles & Responsibilities

  • Joined Nocon & Associates in 2020. Prepares reports and process new business.
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Ligaya Nocon

Ligaya Nocon

Assistant

Qualifications

  • Joined team in 1985

Roles & Responsibilities

  • Scan and file client documents. Feed the flowering plants at the office with water and love!
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Leona Fisher

Leona Fisher

Intern