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About Us

The Pursuit of Peace of Mind

The Pursuit of
Peace of Mind

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Accounting

Accounting

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Meet Your Advisors

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Alexander P. Henn

Alexander P. Henn

Managing Partner

(315)425-6320

(315)425-6320

Anthony Bouvy

Anthony Bouvy

Associate

(585) 475-8555

(585) 475-8555

Baker Teitsch

Baker Teitsch

Executive Assistant

315-362-6867

Charles Shaw, CFP®, ChFC®

Charles Shaw, CFP®, ChFC® 

Associate

(315)246-2667

Cole Weichman

Cole Weichman

Associate

(585)475-8438

Daniel J. Barrow, CFP®

Daniel J. Barrow, CFP®

Associate

(585)475-8409

(585)292-1569

Fred Cyprys, ChFC®, CLU®

Fred Cyprys, ChFC®, CLU®

Founder & Financial Coach

(585)475-8401

(585)292-1569

Gabrielle L. DiMora

Gabrielle L. DiMora

Associate

(315)425-6347

(315)425-6347

Garry R.M. Payne, CLU®, ChFC®, CRPC®, AEP®, AIF®

Garry R.M. Payne, CLU®, ChFC®, CRPC®, AEP®, AIF®

Partner

(315)362-6832

(315)430-3619

(315)362-6832

Gillian DiMora

Gillian DiMora

Associate

(315)730-9005

Jessica Coon

Jessica Coon

Executive Assistant

(315)425-6362

(315)425-6362

Joseph DiMora, CLU®

Joseph DiMora, CLU®

Associate

(315)425-6300

(315)425-6300

Kristine Long

Kristine Long

Executive Assistant

(585)475-8475

(585)292-1569

Mary Brown

Mary Brown

Executive Assistant

(315)425-6379

(315)425-6379

Matthew DiNiro

Matthew DiNiro

Registered Assistant

315-362-6829

Matthew Hesse

Matthew Hesse

Associate

(315)425-6319

(315)425-6319

Matthew R.J. Payne, AIF®

Matthew R.J. Payne, AIF®

Associate

(315) 362-6820

(315)559-5268

(315) 362-6820

Michael Ferlenda, CRES®

Michael Ferlenda, CRES®

Associate

(315)425-6370

(315)425-6370

Michael Leone

Michael Leone

Partner

(315)425-6356

(315)425-6356

Michael J. Fasulo Jr.

Michael J. Fasulo Jr.

Partner

(315)425-6383

(315)425-6383

Michaela Covert

Michaela Covert

Associate

(585)475-8422

(585)292-1569

R. Andrew Hagen, CFP®, AIF®

R. Andrew Hagen, CFP®, AIF®

Managing Partner

(315)425-6344

(315)425-6344

Stefan Muoio

Stefan Muoio

Associate

(585)475-8461

Stephen Ashe, ChFC®

Stephen Ashe, ChFC®

Managing Partner

(585)475-8480

(585)292-1569

Vincent L. Beals

Vincent L. Beals

Partner

(315)425-6349

(315)425-6349

Are You Ready?
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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