Nicholas W. Lennon, CFP®

First Vice President - Financial Advisor, Consulting Group

585-423-2144
Email | |

Katrina Sexstone

Senior Client Associate

585-423-2184

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Leah Wetzel

Wealth Management Consultant


Rich Matthews

Wealth Planning Consultant


Tom Nagle

Trust Consultant


Blake McKibbin

Wealth Strategist


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