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Our Team

OUR ADVISORS

Climb Your Mountain

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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OUR ADMINISTRATION

Laura  Paulson

Laura Paulson

Administrative Assistant

(585)723-0118

(585)723-0132

Mallory  Sheehan

Mallory Sheehan

Administrative Assistant

(585)723-0118

(585)723-0132

Kristine  Long

Kristine Long

Administrative Assistant

(585)475-8475

(585)292-1569

Lucia  Procaccio

Lucia Procaccio

Administrative Assistant

(315)425-6323

(315)425-6360

Mary  Brown

Mary Brown

Administrative Assistant

(315)425-6379

(315)636-6056

Jessica Coon

Jessica Coon

Administrative Assistant

(315)425-6362

(315)636-6056