Broker Check

Management Team

Dan Rudd

Dan Rudd

Vice President of Sales

(585) 899-1200

(585) 899-1299

Frank Piacente

Frank Piacente

Vice President of Sales

(585) 899-1200

(585) 899-1299

Karen Murray

Karen Murray

Administrative Office Manager

(585) 899-1200

(585) 899-1299

Kim Fornataro

Kim Fornataro

New Business Coordinator

585-899-1200

585-899-1299

Michelle Henner

Michelle Henner

Recruiting Coordinator

(585) 899-1200

(585) 899-1299

Peter Owh

Peter Owh

Managing Director

(585) 899-1200

(585) 899-1299

Stacy Fuller

Stacy Fuller

Receptionist / Agency Administrative Assistant

585-899-1200

585-899-1299

Steve Caruso

Steve Caruso

Director of Compliance & Supervision

(585) 899-1200

(585) 899-1299

Thomas McKay

Thomas McKay, CLU

Vice President of Adviser Development

(585) 899-1200

(585) 899-1299