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Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Real Estate and Construction
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Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Triathlons
- Running
- Music
- Photography
- Health & Nutrition
Team Members
- Kate Malley DohringSr. Branch Office AdministratorFPQP®
Send Me a Message
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Phone
(585) 227-2170Fax
(800) 510-7512Office Address
4370 Buffalo RoadNorth Chili, NY 14514opens in a new window
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