Qualifications

We consist of four Financial Advisors representing over $272 million in assets under management (as of September 29, 2017) for more than 500 clients. The group approach provides many benefits to the clients we serve. Our combined knowledge and experience allows us to utilize the strengths of each individual within the group.   There are so many areas that affect an individual’s financial life (investment planning, tax planning, retirement planning, estate planning) that we rely on the group’s ability to gather information, analyze the impact it will have on our clients, and bring the relevant information to the client.

Lori Ace Facinelli graduated from Rochester Institute of Technology with her Bachelor of Science degree in 1990.  She obtained her series 7 securities registration in 1992 and her CIMA® (Certified Investment Analyst) designation from IMCA (Investment Management Consultants Association) in 2007.  Lori and the group were listed in the June 2006 and June 2007 Barron's list of Top 100 Women Financial Advisors.  The Barron's Top 100 Financial Advisor award is based on quantitative and qualitative criteria as well as by examining regulatory records.  Portfolio performance is not a criterion because most advisors do not have audited track records.

Greg Facinelli graduated from Clarkson University with his Bachelor of Science degree in 1988 and obtained his series 7 securities registration in 2005.

Don Hoyt graduated from Genesee Community College with his Associate of Applied Science in 1981 and further attended Jacksonville University.  He obtained his series 7 securities registration in 1999.

Lisa Noonan graduated from St. John Fisher with her Bachelor of Science degree in 1993 and obtained her series 7 securities registration in 2003.