I have been in financial services over 30 years and what I love most about it is having the opportunity to change people’s lives in a positive way. Finding new ways of accomplishing that is a consistent theme in my career. Earning my certified financial planner designation back in 1991, I learned the traditional way of setting long-term goals and developing a plan to accomplish them.

What excites me most about my career is bringing together different disciplines like tax planning, risk management, cash flow analysis, and investment management to develop a strategy for clients that addresses all the issues and help make them better off.

Since starting my career in 1987, I have been a registered representative, branch manager, securities firm executive, consultant to financial advisors, speaker, and author. The opportunity to work with hundreds of other financial advisors gives me valuable insights I can apply for clients benefit.

It’s that desire to find solutions that prompted me to create field of vision financial planning, a coaching program and new approach to financial planning designed for millennials, who I consider to be an underserved group.

I live in Henrietta, New York, with my wife and middle school daughter. My wife retired from a symphony orchestra and now runs a program to bring music into the hospital setting to benefit families and help speed recovery. I love cooking and West Coast Swing. I have two older kids, a Walmart distribution center manager and a medical resident. Bicycling is my latest passion and I’m excited to have completed my first century ride in conjunction with my 60th birthday.

Fran began his accounting and tax career with a big 8 accounting firm before becoming partner in a local accounting firm and Vice President, Tax and Business Services, for the financial advisory arm of a regional bank.

He served on the Board of the Greater Rochester Financial Planning Association and is President of the Mendon Foundation. He loves muscle cars and participated in autocross before collecting several classic vehicles.

I began my career in public accounting for eight years before transitioning into wealth management in 1990. In addition to being a Certified Financial Planner (CFP®) Practitioner, I am a Certified Public Accountant who has attained the additional specialized credential of Personal Financial Specialist, an achievement accomplished by demonstrating knowledge and expertise in personal financial planning to the American Institute of Certified Public Accountants. I know financial planning and how to navigate the tax code.

After working at a wealth management firm for six years, I founded my own investment advisor firm and grew it for 25 years before selling to a national firm.

In addition to advising my individual clients, I am a Professor of Accounting/Finance at the Rochester Institute of Technology.

Outside of work, I enjoy Euchre, Poker, golf, Pilates, biking, and traveling with my wife, Rachel.

Christinia is a registered paraplanner with 25 years of experience in the financial services industry. She has experience at a national retirement plan provider where she worked with politicians and high-profile public figures with their retirement investments before working to support independent financial advisors. 

Lisa has 30 years of experience in office, operations and financial management for several companies in a variety of business sectors. Lisa loves being outside and in her vegetable and flower gardens. 

I work with people before they become clients of focused wealth advisors. If you are attending one of our education events or inquiring about some of our educational materials, you may come in contact with me.

I run an organization that supports financial advisors all over the country. Because of that experience I have presented programs at conferences about how financial advisors can effectively leverage staff.

When not working I can often be found at the beach playing in the waves with my dogs Taco and Ella or in the Florida Keys enjoying the vast marine life from my stand-up paddle board.

Jan is not affiliated with Cambridge Investment Research.