Meet your team

We're Hiring


Craig Cairns

Mary Lisa Sisson
Vice President,
Director of Client Service

Casey Ryan
Vice President,
Senior Wealth Manager

Emily Lambert, IACCP®
Vice President, Operations
and Chief Compliance Officer


Dylan Potter, CFP®
Vice President, Wealth Manager



Sarah Swan
Vice President,
Wealth Manager

Billy Cooper, CFP®
Senior Financial Planner


Elizabeth Perry
Portfolio Operations Manager

Eric Udvari, CFP®, AAMS®
Wealth Manager

Brett Boyer, CFA
Equity Analyst


Nancy Sutton
Senior Client Service Manager

John Trentacoste
Senior Fixed Income Analyst






Brian Lester, CFA
Director of Equities


Todd Artwell
Director of Fixed Income







Greg Farrell
Vice President,
Senior Wealth Manager


Karen Spinello
Administrative Assistant


Charity DiCola
Fixed Income Associate

Vince Carson, CPA
Financial Planner


Ryan Tomko, CFP®
Wealth Manager


Elizabeth Koch
Marketing Manager






Mark Thompson
Equity Analyst

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604