Our Team
Supporting You
A Team Focused on What Matters
We believe good advice starts with listening and improves through education. These conversations reflect how we think about planning, markets, and long-term decision-making; and how we show up for the people we serve.
Meet Us
Leadership Team
J. Robert Bleier, CPFA®
President & Founding Partner
Private Wealth Advisor
Phone: (585) 750-9262
Text: (585) 205-7560
Email Bob
Lisa M. Capizzi, CPA®
CFO & Founding Partner
Private Wealth Advisor
Phone: (585) 225-9290
Text: (585) 628-4390
Email Lisa
Meet Us
Wealth Advisors
Charles A Constantino, II (Chuck)
Senior Wealth Advisor
Phone: (585) 249-2882
Email Chuck
Christine A. Lane, AIF®
Senior Wealth Advisor
Phone: (585) 249-2893
Text: (585) 206-2026
Email Christine
Jessica Ferrindino, CFP®, CDFA®
Wealth Advisor
Phone: (585) 249-2897
Text: (585) 207-2072
Email Jessica
Meet Us
Client Service
Cheryle Kulikowski
Client Service Associate
Phone: (585) 225-9290
Text: (585) 204-2429
Email Cheryle
Lucas Bleier
Client Technology & Development
Phone: (585) 249-2891
Email Luke
Nicole Harding, CFP®
Relationship Manager
Phone: (585) 249-2895
Email Nicole
Cindy Balsamo
Client Service Specialist
Phone: (702) 605-5906
Email Cindy