Team Julie Haers (585) 899-1200 (585) 899-1299 [email protected] James Cerone, CLU ChFC Managing Partner (585) 899-1200 (585) 899-1299 [email protected] Peter Owh Managing Director (585) 899-1200 (585) 899-1299 [email protected] Frank Piacente Vice President of Sales (585) 899-1200 (585) 899-1299 [email protected] Dan Rudd Vice President of Sales (585) 899-1200 (585) 899-1299 [email protected] Karen Murray Administrative Office Manager (585) 899-1200 (585) 899-1299 [email protected] Steve Caruso Director of Compliance & Supervision (585) 899-1200 (585) 899-1299 [email protected] Michelle Henner Recruiting Coordinator (585) 899-1200 (585) 899-1299 [email protected] Thomas McKay, CLU Vice President of Adviser Development (585) 899-1200 (585) 899-1299 [email protected] Brad Champlin (585) 899-1227 (585) 899-1299 [email protected] Richard Curtis (585) 899-1200 (585) 899-1299 [email protected] Joseph Eduardo (585) 899-1200 (585) 899-1299 [email protected] James Fischer (585) 899-1200 (585) 899-1299 [email protected] David Goodfellow (585) 899-1200 (585) 899-1299 [email protected] Tony Murray (585) 899-1200 (585) 899-1299 [email protected] James Noonan, CLU, ChFC (585) 899-1200 (585) 899-1299 [email protected] Paul Provenzano (585) 899-1200 (585) 899-1299 [email protected] Randy Schuster (585) 899-1200 (585) 899-1299 [email protected] Christopher Sloan, MBA (585) 899-1200 (585) 899-1299 [email protected] Luke Stuart, CFP® (585) 899-1200 (585) 899-1299 [email protected] Elizabeth Teall, CFP (585) 899-1200 (585) 899-1299 [email protected] James Traylor (585) 899-1289 (585) 899-1299 [email protected] Michael Underwood, CFP (585) 899-1200 (585) 899-1299 [email protected] Pam Baker (585) 899-1200 (585) 899-1299 [email protected] Dan Biviano (585) 899-1200 (585) 899-1299 [email protected] Gregory Herbison, MBA (585) 899-1200 (585) 899-1299 [email protected] Amanda Champlin (585) 899-1200 (585) 899-1299 [email protected] Eli Bannister (585) 899-1200 (585) 899-1299 [email protected] Tonya Bilodeau 585-899-1200 585-899-1299 [email protected] Adam Follmer 585-899-1200 585-899-1299 [email protected] Jason Swartley 585-899-1200 585-899-1299 [email protected] Jeremy Laursen 585-899-1200 585-899-1299 [email protected] Josh Fox 585-899-1200 585-899-1299 [email protected] JP Richardson 585-899-1200 585-899-1299 [email protected] Kim Fornataro New Business Coordinator 585-899-1200 585-899-1299 [email protected] Michele Gregorius 585.899.1200 585.899.1299 [email protected] Stacy Fuller Receptionist / Agency Administrative Assistant 585-899-1200 585-899-1299 [email protected] Tom Gates 585-899-1200 585-899-1200 [email protected]
