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New York Team


Meet The Team
Crossbridge Financial Group has offices in both Rochester and Fairport, New York.

Our Rochester-based group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, and personalized service you need to confidently pursue your financial goals. 

Lisa Noonan

Lisa Noonan

Financial Advisor | Rochester Location

Luke Stuart

Luke Stuart, CFP®

Financial Advisor | Rochester Location

Julie Thomas

Julie Thomas

Financial Advisor | Rochester Location

Greg Tellex

Greg Tellex, AIF®

Financial Advisor | Rochester Location

Robin Bowers

Robin Bowers

Client Services Associate | Rochester Location

Megan Culhane

Megan Culhane, FPQP®

Client Service Associate | Rochester Location

Kristina Karekos

Kristina Karekos

Client Service Associate | Rochester Location

Karen Murray

Karen Murray

Client Relationship Manager | Rochester Location

Kelly O'Hara

Kelly O'Hara

Operations Associate | Rochester Location

Katherine Habib

Katherine Habib

Client Service Associate | Rochester Location

585-203-1130

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