Adam C. Morgan, CFP®
Financial Advisor
(585) 348-9513
Adam resides in Spencerport with his wife Kristi, their active boys Gavin and Noah (twins), Landon and their dogs Luna and Ollie....
Julia Buck
Client Service Associate
585-348-9513
Julia joined the team in January 2025 as a financial planning intern and in May as a full-time financial planning associate. She...
Kristi M. Morgan, FPQP™
Director of Operations
(585) 348-9513
Since 2004, Kristi has built a well-rounded career in the finance industry, taking on a variety of roles and gaining hands-on experience supporting both corporate and individual clients...