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

James Frash, Private Wealth Advisor serving the Liverpool, NY area - Ameriprise Advisors

James Frash

ChFC®, CLU®, MSFS, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about James Frash Visit James Frash's website
Marc Franco, Private Wealth Advisor serving the Liverpool, NY area - Ameriprise Advisors

Marc Franco

CRPC®, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Marc Franco Visit Marc Franco's website
Steven Patton, Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Steven Patton

Financial Advisor

Investment Specialist
Learn more about Steven Patton Visit Steven Patton's website
Stephen Erdley, Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Stephen Erdley

Financial Advisor

Learn more about Stephen Erdley Visit Stephen Erdley's website
Michael Fitzgerald, Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Michael Fitzgerald

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Fitzgerald Visit Michael Fitzgerald's website
Lauren L Kenny, Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Lauren L Kenny

Financial Advisor

Operations Director
Learn more about Lauren L Kenny Visit Lauren L Kenny's website
Daniel Figueiredo, Associate Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Daniel Figueiredo

Associate Financial Advisor

Learn more about Daniel Figueiredo Visit Daniel Figueiredo's website
Justin Myers, Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Justin Myers

Financial Advisor

Learn more about Justin Myers Visit Justin Myers's website
Paul Coir, Financial Advisor serving the Liverpool, NY area - Ameriprise Advisors

Paul Coir

CRPC®

Financial Advisor

Learn more about Paul Coir Visit Paul Coir's website

Our team

Lea House

Lea House

Client Service Specialist

Tess Andrews

Tess Andrews

Client Service Coordinator

Rhiannon Case

Rhiannon Case

Client Service Coordinator