Jon L Myers and Associates

Jon L. Myers and Associates

Mission Statement

We focus on four things: extraordinary service, client education, comprehensive planning, and teamwork.

Our commitment to service means that we want people to want to pay us. In order to earn that level of commitment, we have to provide extraordinary service and a high level of professionalism.

We educate our clients to help prepare them to meet their individual needs. We accomplish this through seminars, newsletters, and answering questions. We are a complete resource.

We provide a comprehensive approach to a full life-planning experience, which includes in depth financial planning and an all-encompassing view of your personal goals.

None of this would be possible without teamwork. To us, teamwork is a reflection of us here as a team, with our clients as part of our team.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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Jon L Myers and Associates: An Ameriprise advisory practice serving the Vestal, NY area.
Jon L Myers and Associates: An Ameriprise advisory practice serving the Vestal, NY area.

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Advisors

Jonathon L Myers, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Jonathon L Myers

CFP®, MBA, ChFC®, CLTC®, CASL®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathon L Myers's website
Kevin Kirchheimer, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Kevin Kirchheimer

CRPC

Private Wealth Advisor

Visit Kevin Kirchheimer's website
Brian Derry, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Brian Derry

CFP®

Private Wealth Advisor

Visit Brian Derry's website
Chris Hurd, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Chris Hurd

Financial Advisor

Visit Chris Hurd's website
Jonathan Knight, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Jonathan Knight

CRPC

Private Wealth Advisor

Chief Financial Officer of Jon L Myers and Associates
Visit Jonathan Knight's website
Alfred Saracene, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Alfred Saracene

CRPC

Financial Advisor

Visit Alfred Saracene's website
Jessica Jimenez, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Jessica Jimenez

Financial Advisor

Visit Jessica Jimenez's website
D William Winkelman, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

D William Winkelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit D William Winkelman's website
John Baringer, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

John Baringer

CFP®

Private Wealth Advisor

Franchise Owner
Visit John Baringer's website
Holley Cragg, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Holley Cragg

Financial Advisor

Visit Holley Cragg's website
Bryan Staniszewski, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Bryan Staniszewski

CFP®, CPA

Financial Advisor

Certified Public Accountant
Visit Bryan Staniszewski's website
Tristin Hotaling, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Tristin Hotaling

Financial Advisor

Visit Tristin Hotaling's website
Jennifer Ryba Spurgas, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Jennifer Ryba Spurgas

CFP®, CRPC, CMFC

Financial Advisor

Visit Jennifer Ryba Spurgas's website
Gary Winnick, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Gary Winnick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gary Winnick's website
Timothy Guinn, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Timothy Guinn

CRPC

Financial Advisor

Visit Timothy Guinn's website
Peter Smith, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Peter Smith

MBA, BFA

Financial Advisor

Visit Peter Smith's website
Alexander Hawthorne, Financial Advisor serving the Vestal, NY area - Ameriprise Advisors

Alexander Hawthorne

Financial Advisor

Visit Alexander Hawthorne's website

Team

Michael McGuire

Michael McGuire

Client Service Specialist

Roles & Responsibilities

  • Scheduling Client Meetings
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Emily Saracene

Emily Saracene

Paraplanner

Stephanie Kilb

Stephanie Kilb

Client Service Specialist

Zachary Myers

Zachary Myers

Operations Manager,

Event Planner

Alice Murphy

Financial Planning Specialist

Tianna Ferroni

Tianna Ferroni

Client Service Specialist

Susan Henderson

Client Service Specialist