Contact Us

New York

Rochester Office

290 Linden Oaks, Suite 320, Rochester, New York 14625

Phone: (585) 203-1130
Fax: (585) 203-1125

John M. Adamczuk, MS, CFP^®, AIF^®
William Pagano, CFP^®, AIF^®
Aaron J. Randisi, CFP^®, CRC^®, AIF^®
Peter Adamczuk, CFP^®, CPA
Cheryl Lawless, CLTC
Lisa Noonan
Luke Stuart, CFP^®
Julie Thomas
Robin Bowers
Megan Culhane, FPQP^®
Jessica Miller
Samantha Perry
Christena Stevens

Fairport Office

260 Fairport Village Landing, Fairport, New York 14450

Phone: (585) 425-9665
Fax: (585) 203-1125

J. Brooks Howard, CFP^®, AIF^®

North Carolina

Piedmont Area

635 - D Chapel Hill Road, Burlington, NC 27215

Phone: (336) 350-8305 or (919) 903-8407

Fax: (336) 350-9180

Uwe Schweikert
Thomas Storrie, CFP®, MBA
Doug Weaver, ChFC^®, CRPC^®
Marc Winstead
Susan D. Finley

Cary Office

1255 Crescent Green, Suite 116, Cary, NC 27518-8124

Phone: (919) 336-9036
Toll-free: (866) 490-2999

Christopher G. Murphy, CFP^®, ChFC^®, APMA^®, RICP®, MBA
H. Brandon Hughes, CFP^®, CRPC^®, RICP^®, MBA
Uwe Schweikert
Doug Weaver, ChFC^®, CRPC^®
Michael E. Spears, CRPC^®, APMA^®
Christine L. Murphy
Susan Spencer

Kinston Office

2906 Hull Road, Kinston, NC 28504

Phone: (800) 655-9487

Michael E. Spears, CRPC^®, APMA^®
H. Brandon Hughes, CFP^®, CRPC^®, RICP^®, MBA
Wendy M. Mitchell

Wilmington Office

1213 Culbreth Drive, Suite 134, Wilmington, NC 28405

Phone: 910-256-3629

Jim Williams