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

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

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

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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Sarah Cirocco

Sarah Cirocco

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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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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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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Katherine Melton

Katherine Melton

Financial Planning Assistant

Qualifications

  • NYS Life and Health Insurance License
  • Northwestern Mutual Insurance Company 2020-2020
  • Kate Melton Photography LLC 2000-2020
  • BA Illustation Photography Syracuse University Newhouse School of Public Communications

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Prepares reports and process new business.
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Kathryn Sengupta

Kathryn Sengupta

Financial Planning Assistant

Qualifications

  • SUNY Brockport, BS Psychology
  • 30 years experience in financial services
  • Notary Public
  • College of Financial Planning - FPQP Designation
  • LA License NYS 2019
  • Candidate for Certification for CFP

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Prepares reports and processes new business.
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Marianne Uy

Marianne Uy

Client Service Coordinator

Qualifications

  • Cornell University ILR School, BS in Industrial and Labor Relations, December 2020
  • Human Resources and Legal Intern at CooperVision, May 2019 - August 2020
  • Intern at Nocon & Associates, Summer 2018

Roles & Responsibilities

  • Joined Nocon & Associates as a 2018 Summer Intern and again in March 2021. Assists the advisor, scans and files client documents and coordinates team-building events for the practice.
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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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