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
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, Sports Management 2014
  • Previous experience at Generations Bank Investment Services and Agency
  • Enrolled in Certified Financial Planning program
Valerie Wallace

Valerie Wallace

Registered Practice Associate

More about me...

Contact

valerie.wallace@ampf.com

585.475.9430

Qualifications

  • Series 7 and 66; NYS Insurance License
  • 2018 BBA Financial Planning major, Alfred State University
  • Studying for CFP
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
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
  • Rochester Institute of Technology, BS in Finance May 2017
  • Experience at Northwestern Mutual
  • Studying for his Series 7 and 66 licenses
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
  • Studying for Series 7 and 66
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
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
Ligaya Nocon

Ligaya Nocon

Assistant

More about me...

Contact

585.475.9430

Qualifications

  • Joined team in 1985
Diana Colpoys

Diana Colpoys

Intern

More about me...

Contact

diana.colpoys@ampf.com

585.475.9430

Qualifications

  • Major in Economics and Minor in Mathematics at Hobart and William Smith Colleges, expected graduation 2021
  • 2017 graduate of Our Lady of Mercy
Nicole Salpini

Nicole Salpini

Intern

More about me...

Contact

nicole.salpini@ampf.com

585.475.9430

Qualifications

  • Majoring in Finance and Marketing at Syracuse University, expected graduation 2021
  • 2017 graduate of Allendale Columbia School