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Our Team

Toni Flaherty

Toni Flaherty

Client Relationship Manager

(585) 419-6861

(585) 419-6875

Kelly A. Whalen

Kelly A. Whalen

LPL Financial Advisor

(585) 419-6873

(585) 419-6875

Michael Munn

Michael Munn

Financial Consultant

(585) 419-6863

(585) 419-6875

Jodie Bischoping

Jodie Bischoping

Client Service Associate

(585) 419-6867

(585) 419-6875

Emily  Knight

Emily Knight

Client Service Associate

(585) 419-6872

(585) 419-6875