Your Financial Advisory Team

With 30+ years of experience, Sal has worked with thousands of people with various investment and planning needs. His passion for serving others is displayed in the processes and principles our firm uses daily to provide the professional, personalized and understandable applications we use with clients.

He believes in a humble approach of serving others while dedicating the time and resources necessary to assure clients are put first. His passion of Economics radiates in daily conversations.

Sal holds Series 7, 65, 63 licenses, is a Series 24 Supervisory Principal through LPL Financial, Certified Fund Specialist (CFS) and Accredited Investment Fiduciary (AIF).

He and his wife, Donna reside in Mendon and regularly cheer on the University of Tennessee Volunteers where their daughter attends college. They are avid snowmobile enthusiasts and venture to all places to explore new territories. He also loves building things. You might also find him operating an excavator, bulldozer or forestry mulcher or building something he designs regularly!

Jason has been a financial advisor for over 23 years. He is passionate about helping clients pursue their financial goals. It is his mission to help clients plan and prepare for their retirement and ensure they have the resources needed later in life.

Jason graduated from The University of Rochester majoring in Economics with a minor in Finance. He also holds his Series 7 Securities License, Series 66 Securities License through LPL Financial, and Life Accident and Health Insurance License.

He currently resides in Webster with his wife, their three daughters, Sienna, Julia, Olivia, and dog Luna. In their free time, you’ll find Jason and his family spending time at their cottage on Cross Lake, Hiking, Cross Country Skiing, and visiting National Parks.

Alex has been a registered client service manager for over 5 years. She manages day-to-day operations with diligence and works closely with our clients to build strong relationships and help them meet their goals. Alex enjoys curating client engagement and appreciation events.

Alex graduated from St. John Fisher University with a Bachelor of Science in Finance and Master of Business Administration while participating in the school's Investment Club. She also holds her Series 7 Securities License, Series 66 Securities License through LPL Financial, Life Accident and Health Insurance License, and is a Notary Public.

She and her husband, Shale, recently wed in 2021 and live in downtown Rochester with their two cats. In her free time, Alex enjoys exploring her creative side through DIY projects. (With the occasional "Pinterest fail") She also enjoys traveling to warmer climates and listening to live music, especially country!

Aidan, a client services associate, has a passion for providing clients with the highest degree of service and care. His role within our team is to work with new and existing clients to help them pursue their personal financial goals. He strives to find ways to improve the client experience.

Aidan is a Buffalo native who found his way to Rochester by attending Rochester Institute of Technology (RIT). He graduated Summa Cum Laude with a Bachelor of Science in Finance. He holds his Series 7 and 66 Securities Licenses through LPL Financial, and Life Accident and Health Insurance License in New York. 

Aidan is passionate about both financial planning and cars. He was the president of the Car Club at RIT during his time there. Outside of work, Aidan enjoys spending his free time working out, getting involved in his church community, working on his or a friend’s car, and attending RIT hockey games.