Broker Check

Our Leadership Team

Dan Rudd *

Dan Rudd *

Vice President of Sales

(585) 899-1200

(585) 899-1299

Karen Murray

Karen Murray

Administrative Office Manager

(585) 899-1200

(585) 899-1299

Steve Caruso *

Steve Caruso *

Director of Compliance & Supervision

(585) 899-1200

(585) 899-1299

Thomas McKay *

Thomas McKay *

Vice President of Adviser Development

(585) 899-1200

(585) 899-1299

Kim Fornataro

Kim Fornataro

Sr. New Business Coordinator

585-899-1200

585-899-1299

Lisa Guarino

Lisa Guarino

Receptionist / Agency Administrative Assistant

585-899-1200

585-899-1299