With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Daniel Hayes, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Daniel Hayes

CLTC®

Financial Advisor

Learn more about Daniel Hayes Visit Daniel Hayes's website
Anthony Mancuso, Private Wealth Advisor serving the Rochester, NY area - Ameriprise Advisors

Anthony Mancuso

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Mancuso Visit Anthony Mancuso's website
John Wade, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

John Wade

CFP®

Financial Advisor

Learn more about John Wade Visit John Wade's website
Jordan M Orvek, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Jordan M Orvek

APMA

Financial Advisor

Learn more about Jordan M Orvek Visit Jordan M Orvek's website
Charles Sawyer, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Charles Sawyer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charles Sawyer Visit Charles Sawyer's website
Jeremy L Fredenburg Sr, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Jeremy L Fredenburg Sr

ChFC®, CLU®

Financial Advisor

Chartered Financial Consultant®
Learn more about Jeremy L Fredenburg Sr Visit Jeremy L Fredenburg Sr's website
Richard L Fredenburg, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Richard L Fredenburg

ChFC®, CLU®

Financial Advisor

Chartered Financial Consultant®
Learn more about Richard L Fredenburg Visit Richard L Fredenburg's website
Karl Smith, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Karl Smith

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Karl Smith Visit Karl Smith's website
Matthew J Smith, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Matthew J Smith

APMA

Financial Advisor

Learn more about Matthew J Smith Visit Matthew J Smith's website
Peter F Haag, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Peter F Haag

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Peter F Haag Visit Peter F Haag's website
John Hornung, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

John Hornung

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Hornung Visit John Hornung's website
Cheryl Johnson, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Cheryl Johnson

CFP®, ChFC®

Financial Advisor

Learn more about Cheryl Johnson Visit Cheryl Johnson's website
Craig Lochner, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Craig Lochner

Financial Advisor

Business Financial Advisor
Learn more about Craig Lochner Visit Craig Lochner's website
Mark Palazzolo, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Mark Palazzolo

CLTC®

Financial Advisor

Learn more about Mark Palazzolo Visit Mark Palazzolo's website
Michael Lurz, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Michael Lurz

ChFC®, CLU®

Financial Advisor

Chartered Financial Consultant®
Learn more about Michael Lurz Visit Michael Lurz's website


Our team

Paul Wyand

Paul Wyand

Operations Specialist

Jodi Nichols

Jodi Nichols

Operations Director,

Chief Operating Officer of
Elizabeth (Beth) Kemp

Elizabeth (Beth) Kemp

Operations Manager,

Marketing Specialist
Colin Hayes

Colin Hayes

Client Relationship Manager

Caitlin Pionessa

Caitlin Pionessa

Client Service Manager

Alyssa Pizzenti

Alyssa Pizzenti

Client Service Specialist

Kimberly Gore

Kimberly Gore

Client Service Specialist

Cindy Kimmel

Cindy Kimmel

Client Service Specialist

Jennifer Lygas

Jennifer Lygas

Administrative Assistant

Kathryn Lamontagne

Kathryn Lamontagne

Administrative Assistant

Romelia Jones

Client Service Specialist