Our Team

 

Daniel B. Jones , CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

Office 315-731-5400


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Nicholas A. Heintz , CFP®, ChFC®

Associate Wealth Management Advisor

Office 315-731-5400


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Richard J Gallagher

Associate Financial Representative

Office 315-731-5400


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Andrew Walter Halliday

Associate Financial Representative

Office 315-731-5400


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Mallory Lee Terns

Director of Operations and Client Service

Office 315-731-5410


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Denise Cassidy

Director of Strategic Development

Office 315-731-5400


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Erin Burkert , ChFC®

Associate Wealth Management Advisor

Office 315-731-5400


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Elisa A Gigliotti , RICP®

Director of Client Services

Office 315-731-5415


Fax 315-731-5403


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Amanda Crossett

Associate Financial Representative

Office 315-731-5400


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Robert Slivinski

Planning Assistant

Office 315-731-5400


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Nikki Einfalt

Client Service Representative

Office 315-731-5400


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Tanessa A Spann

Administrative Assistant

Office 315-731-5400


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