Nocon & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



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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Kathy Sengupta

Kathy Sengupta

Financial Planning Assistant

Qualifications

  • Series 7, 66 and NYS Insurance License NYS 2019
  • Notary Public
  • Candidate for Certification for CFP
  • College of Financial Planning - FPQP Designation
  • SUNY Brockport, BS Psychology

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Helps address financial planning topics and process transactions.
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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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Sarah Cirocco

Sarah Cirocco

Client Service Specialist

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

Client Service Specialist

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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Isabel Rosado

Isabel Rosado

Client Service Specialist

Qualifications

  • Life & Health Insurance License for NY and 23 other states
  • Experienced in the financial services industry and health insurance (Medicare/QHP)
  • 2009 Associate Degree in Business Administration

Roles & Responsibilities

  • Joined Nocon & Associates in 2016 to 2020 as a Financial Planning Assistant. Relocated back to Rochester and started in 2022. Prepares reports and processes new business
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Kate Melton

Kate Melton

Client Service Specialist

Qualifications

  • Series 7, 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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Jake Barragato

Jake Barragato

Client Service Specialist

Qualifications

  • NYS Insurance License
  • Preparing for Series 7, and Series 66
  • 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. Prepares client reports and processes new business.
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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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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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Mason Gasbarre

Mason Gasbarre

Client Service Specialist

Qualifications

  • SIE & NYS Life & Health Insurance License
  • Financial Planning major at St John Fisher College, graduating class of 2023
  • Previous experience at Northwestern Mutual

Roles & Responsibilities

  • Joined Nocon & Associates in 2021. Prepares reports and process new business.
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Mariel Uy

Mariel Uy

Intern

Qualifications

  • Student at Our Lady of Mercy School for Young Women, Class of 2022

Roles & Responsibilities

  • Joined Nocon & Associates in 2022
  • Assists the advisor, scans and files client documents
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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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