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.



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
Mary Beth Fairchild, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Mary Beth Fairchild

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Mary Beth Fairchild Visit Mary Beth Fairchild'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
Angel Palacios, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Angel Palacios

APMA®

Financial Advisor

Learn more about Angel Palacios Visit Angel Palacios'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

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

Financial Advisor

Chartered Retirement Planning CounselorSM
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

Financial Advisor

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

Philip Pusateri

Financial Advisor

Learn more about Philip Pusateri Visit Philip Pusateri's website
Dylan Joy, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Dylan Joy

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Dylan Joy Visit Dylan Joy's website

Our team

Paul Wyand

Paul Wyand

Operations Specialist

Jodi Nichols

Jodi Nichols

Operations Director,

Chief Operating Officer
Elizabeth (Beth) Kemp

Elizabeth (Beth) Kemp

Operations Manager,

Marketing Specialist
Janet Meister

Janet Meister

Paraplanner

Colin Hayes

Colin Hayes

Client Relationship Manager

Jennifer Lygas

Jennifer Lygas

Administrative Assistant

Alyssa Pizzenti

Alyssa Pizzenti

Client Service Specialist

Alyssa Fox

Alyssa Fox

Client Service Specialist

Caitlin Pionessa

Caitlin Pionessa

Client Service Manager

Kimberly Gore

Kimberly Gore

Client Service Specialist

Kathryn Lamontagne

Kathryn Lamontagne

Administrative Assistant