Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Fairport

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Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Nick Jensen, CPA, CFP®

Wealth Advisor

Jamie Block

Jamie Block, CFP^®, CPA/PFS, MBA, CDFA^®, AEP®

Partner

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Fairport, Hockessin, Radnor, West Hartford, Hingham

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Dylan Gross

Client Service Specialist

Janice Donovan

Sr. Client Service Specialist

Kris Prince

Kris Prince

Manager, Client Service

Patrick Bacon

Patrick Bacon

Client Service Specialist

Brandon Capicotto

Brandon Capicotto

Wealth Strategist

James Werner

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Austin Minor

Austin Minor

Sr. Director, Partner Success

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

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