Nocon & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Nocon & Associates
Team photo for Nocon & Associates

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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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Zach Wagner, CFP

Zach Wagner, CFP

Associate Financial Advisor

Qualifications

  • College for Financial Planning, Certified Financial Planner, 2021
  • 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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Dennis Leahy

Dennis Leahy

Financial Planning Assistant

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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Derek Rochniak, RICP

Derek Rochniak, RICP

Financial Planning Assistant

Qualifications

  • Retirement Income Certified Professional, The American College, 2023

  • Series 7, 66, and NYS LA&H Insurance

  • B.S., Information Science, University at Albany

  • Previous experience at Edward Jones and ESL Investment Services LLC

Roles & Responsibilities

  • Joined Nocon & Associates in 2022. Processes trades, prepares client reports, and processes new business.
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Jake Barragato

Jake Barragato

Financial Planning Assistant

Qualifications

  • Series 7 & Series 66

  • NYS Insurance License

  • B.S., Finance, Rochester Institute of Technology, May 2021
  • A.S., Business Administration, Monroe Community College, December 2018

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Processes trades, prepares client reports and processes new business.
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Ash Hassan

Ash Hassan

Financial Planning Assistant

Qualifications

  • B.S., Business Administration, Minor in Finance, Rochester Institute of Technology, May 2023

  • Experience in financial modeling and data analytics

  • Series 7 & 66

Roles & Responsibilities

  • Joined Nocon & Associates in 2023. Prepares reports and processes new business
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Sue Winter

Sue Winter

Client Service Coordinator

Qualifications

  • Joined practice in 2000

Roles & Responsibilities

  • Manage office schedule
  • Manage correspondence with clients
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Jeanna Foti

Jeanna Foti

Client Service Coordinator

Qualifications

  • BA in English Literature SUNY Geneseo 2017

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Assists the advisor, scans and files client documents, updates social media, and coordinates team-building events for the practice.
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Andrew Nordquist

Andrew Nordquist

Client Service Specialist

Qualifications

  • BS in Financial Planning, St John Fisher, 2022

  • Series 6 and 63

  • NYS Insurance License

Roles & Responsibilities

  • Joined Nocon & Associates in 2022. Prepares reports and processes new business.
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Genesis Andino

Genesis Andino

Client Service Specialist

Qualifications

  • Bilingual in both Spanish & English

  • Experience in the accounting industry along with previous experience as a data entry specialist.

Roles & Responsibilities

  • Joined Nocon & Associates in 2016, left to pursue her degree, and re-joined in 2023. Prepares reports and processes new business.
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Rho Fallon

Rho Fallon

Client Service Coordinator

Qualifications

  • Over 30 years in IT

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Assists the advisor, scans and files client documents and coordinates team-building events for the practice.
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Evan Wilcox

Evan Wilcox

Client Service Specialist

Qualifications

  • BS in Finance, Financial Planning Minor at St. John Fisher University, 2024

  • NYS Insurance License

Roles & Responsibilities

  • Joined Nocon & Associates in 2023. Prepares reports and processes new business.
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Patrick Morin

Patrick Morin

Client Service Specialist

Qualifications

  • BS in Finance, SUNY Geneseo, 2023

  • NYS Insurance License, Series 7 & 66

Roles & Responsibilities

  • Joined Nocon & Associates in 2023. Prepares reports and processes new business.
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Alex Zikos

Alex Zikos

Client Service Specialist

Qualifications

  • BS in Finance and Economics, North Carolina State University, 2023

Roles & Responsibilities

  • Joined Nocon & Associates in 2023. Prepares reports and processes new business.
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Ligaya Nocon

Ligaya Nocon

Assistant

Qualifications

  • Joined team in 1985

Roles & Responsibilities

  • Scan and file client documents. Feeds the flowering plants at the office with water and love!
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Mariel Uy

Mariel Uy

Intern

Qualifications

  • Studying Accounting at Binghamton University, Class of 2026

Roles & Responsibilities

  • Joined Nocon & Associates in 2024. First internship was in 2022. Prepares reports and processes new business
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Catrina Utter

Catrina Utter

Intern

Qualifications

  • Pursuing a BS in Business Administration, and Minoring in Finance and Music Business at SUNY Brockport, Class of 2025

Roles & Responsibilities

  • Joined Nocon & Associates in 2024. Prepares reports and processes new business
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