The Team
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 strategies like 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.

Our Staff

Jonathan Gorom, CFP CLU

Jonathan Gorom, CFP CLU

Associate Financial Advisor
More about me...

Contact

jonathan.j.gorom@ampf.com

585.475.9430

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
Christopher O'Dell, CFP

Christopher O'Dell, CFP

Associate Financial Advisor
More about me...

Contact

christopher.s.odell@ampf.com

585.475.9430

Qualifications

  • Certified Financial Planner, CFP College of Financial Planning, 2015
  • NYS Insurance License, Series 7, Series 66
  • SUNY Alfred State with BBA in Financial Planning, 2009
  • SUNY AAS in Accounting, 2007
  • Financial planning and investment experience at Allstate Financial and Merrill Lynch, Intern at Ameriprise Financial with Sutter, Johnson & Associates
Robert Steinmetz

Robert Steinmetz

Registered Practice Associate
More about me...

Contact

robert.steinmetz@ampf.com

585.475.9430

Qualifications

  • NYS Insurance License, Series 6, 63, 65, 7
  • Financial Planning, Insurance, and Investment Experience from New York Life, M & T Securities and Morgan Stanley
  • Franklin University College, Finance, 2013
  • Monroe Community College, Business, 2005
Dennis Leahy

Dennis Leahy

Registered Practice Associate
More about me...

Contact

dennis.leahy@ampf.com

585.475.9430

Qualifications

  • Series 7,66, NYS Life Health, NYS Property and Casualty
  • St. John Fisher College BA, Sport Management 2014
  • Previous experience at Generations Bank Investment Services and Agency
Sue Winter

Sue Winter

Client Service Specialist
More about me...

Contact

suzanne.m.winter@ampf.com

585.475.9430

Qualifications

  • Joined practice in 2000

Roles & Responsibilities

  • Manage office schedule
  • Manage correspondence with clients
Valerie Wallace

Valerie Wallace

Financial Planning Assistant
More about me...

Contact

valerie.wallace@ampf.com

585.475.9430

Qualifications

  • NYS Insurance License
  • 2018 BBA Financial Planning major, Alfred State University
  • Studying for her Series 7 and 66 licenses
Isabel Rossado

Isabel Rossado

Financial Planning Assistant
More about me...

Contact

isabel.mantilla@ampf.com

585.475.9430

Qualifications

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

Jason McMahon

Financial Planning Assistant
More about me...

Contact

jason.mcmahon@ampf.com

585.475.9430

Qualifications

  • NYS Life, Accident and Health Insurance License
  • SUNY Alfred State with BBA in Financial Planning, 2016
  • SUNY AAS in Marketing, 2014
  • Has experience in financial planning and intern at Ameriprise and employment at Banker's Life
Taylor Derrisaw

Taylor Derrisaw

Financial Planning Assistant
More about me...

Contact

Taylor.Derrisaw@ampf.com

585.475.9430

Qualifications

  • NYS Life and Health Insurance License
  • Experience at Northwestern Mutual
  • Rochester Institute of Technology, BS in Finance May 2017
Sarah Perlet

Sarah Perlet

Financial Planning Assistant
More about me...

Contact

sarah.m.perlet@ampf.com

585.475.9430

Qualifications

  • 2011 to 2015 Client Service Specialist
  • 2002 MA in Medieval Studies from University of London
  • 2000 BA from New York University
Linda Brower

Linda Brower

Financial Planning Assistant
More about me...

Contact

linda.brower@ampf.com

585.475.9430

Qualifications

  • Experience in financial services industry for over 25 years

Roles & Responsibilities

  • Prepare spreadsheets, reports and forms for client meetings
Jo Blancaflor

Jo Blancaflor

Financial Planning Assistant
More about me...

Contact

josephine.blancaflor@ampf.com

585.475.9430

Qualifications

  • Monroe Community College, AAS Accounting 2017
Marcus Zeigler

Marcus Zeigler

Financial Planning Assistant
More about me...

Contact

marcus.zeigler@ampf.com

585.475.9430

Qualifications

  • 2018 BA Financial Planning, Alfred State University
Maisa Ruben

Maisa Ruben

Financial Planning Assistant
More about me...

Contact

maisa.ruben@ampf.com

585.475.9430

Qualifications

  • 2018 graduate of Fairport High School
Judy Webster

Judy Webster

Client Service Specialist
More about me...

Contact

judith.a.webster@ampf.com

585.475.9430

Qualifications

  • Joined team in 1998
Ligaya Nocon

Ligaya Nocon

Assistant
More about me...

Contact

585.475.9430

Qualifications

  • Joined team in 1985