Nocon & 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.


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
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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 program
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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
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Edward Silversmith Jr

Edward Silversmith Jr

Registered Practice Associate

Qualifications

  • Series 6, 65 and 63
  • NYS Life and Health License
  • Banking and Insurance, 2016 through 2019
  • SUNY Brockport, Bachelor in Business Adminstration 2016
  • Preparing for Series 7 Securities License
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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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Linda Brower

Linda Brower

Financial Planning Assistant

Qualifications

  • Experience in financial services industry for over 25 years

Roles & Responsibilities

  • Prepare spreadsheets, reports and forms for client meetings
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Zach Wagner

Zach Wagner

Financial Planning Assistant

Qualifications

  • NYS Insurance License
  • currently enrolled for Securities Industries Essentials
  • BS Marketing St John Fisher College May 2019
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Caitlin Higgins

Caitlin Higgins

Financial Planning Assistant

Qualifications

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

Vince Vongkhily

Financial Planning Assistant

Qualifications

  • NYS insurance license
  • currently enrolled for Securities Industries Essentials
  • Northwestern Mutual 2017 - 2019
  • St John Fisher College, BS December 2018
  • Monroe Community College, AAS December 2016
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Isabel Rosado

Isabel Rosado

Financial Planning Assistant

Qualifications

  • NYS Life and Health Insurance License
  • Experience in the industry since 2014 at World Financial Group in Chicago
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Robert Granish

Robert Granish

Financial Planning Assistant

Qualifications

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

Sarah Perlet

Financial Planning Assistant

Qualifications

  • Studying for SIE and Series 7
  • 2011 to 2015 Insurance Specialist at Nocon & Associates
  • 2002 MA in Medieval Studies from University of London
  • 2000 BA from New York University
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Ligaya Nocon

Ligaya Nocon

Assistant

Qualifications

  • Joined team in 1985
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