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 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

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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
Dennis Leahy

Dennis Leahy

Registered Practice Associate

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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
Taylor Derrisaw

Taylor Derrisaw

Registered Practice Associate

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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
Edward Silversmith Jr

Edward Silversmith Jr

Registered Practice Associate

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Qualifications

  • Series 6, 65 and 63
  • NYS Life and Health License
  • Banking and Insurance, 2016 through 2019
  • SUNY Brockport, Bachelor in Business Adminstration 2016
  • Preparing for Series 7 Securities License
Suzanne Winter

Suzanne Winter

Client Service Specialist

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Qualifications

  • Joined practice in 2000

Roles & Responsibilities

  • Manage office schedule
  • Manage correspondence with clients
Isabel Rossado

Isabel Rossado

Financial Planning Assistant

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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

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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

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Qualifications

  • Experience in financial services industry for over 25 years

Roles & Responsibilities

  • Prepare spreadsheets, reports and forms for client meetings
Rachel Montroy

Rachel Montroy

Financial Planning Assistant

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Qualifications

  • AA, Finger Lakes Community College, 2016
Jo Blancaflor

Jo Blancaflor

Financial Planning Assistant

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Qualifications

  • Monroe Community College, AAS Accounting 2017
Jason McMahon

Jason McMahon

Financial Planning Assistant

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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
Ligaya Nocon

Ligaya Nocon

Assistant

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Contact

585-475-9430

Qualifications

  • Joined team in 1985
Valerie Wallace

Valerie Wallace

Registered Practice Associate

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Qualifications

  • Series 7 and 66; NYS Insurance License
  • 2018 BBA Financial Planning major, Alfred State University
  • Studying for CFP