David T. Georgiev, MBA
Managing Partner | Financial Advisor
Office: (585) 484-1400
Cell: (585) 301-3380
Toll-Free: (800) 480-1580
david@monarchwealthmanagement.com
David is a Managing Partner and Wealth Manager of the firm. David's education began at the University of Buffalo, earning a Bachelor of Arts degree in Communication with a concentration in Public Relations and Advertising. After graduating from Buffalo, David went into the financial world working for M&T Bank and then M&T Securities as a Financial Consultant for over 11 years. While working full-time at M&T, David obtained his Master's in Business Administration at St. John Fisher College in 2008. Although established in Rochester, he served across multiple demographics in upstate New York including Syracuse and the Corning market.
David's passion in life is helping people. He thoroughly enjoys working with customers to help develop and implement investment planning strategies. Whether you are planning a retirement strategy or working on estate planning, David works side by side with you to make sure every facet of the plan is complete.
Constantine J. Kitrinos, CPFA
Managing Partner | Financial Advisor
Office: (585) 484-1400
Toll-Free: (800) 480-1580
constantine@
Constantine was a founding member of Monarch Wealth Management back in 2014, responsible for developing the firm's corporate infrastructure and implementing a systematic process of investment management. He focuses on retirement strategy, asset management, and consulting with individuals and business owners. Thinking outside the box and looking for alternative solutions is common ground for the strategic method and process he uses with his clients. Retirees worry about the next chapter of life and he works with them focusing to minimize everyone's biggest fear; running out of money. As a CERTIFIED PLAN FIDUCIARY ADVISOR, he serves as a guide to plan sponsors, business owners, and as a mentor to retirement plan participants as he provides education sessions and one-on-one meetings throughout the year.
An ideal client of his is someone needing financial counsel as they navigate to achieve their goals through detailed planning. Most prospects are referred by existing clients or centers of influence like accountants, attorneys, or business owners. Others have gained access to him through various media outlets he has actively contributed to over the years. Constantine proudly helps to raise the bar when it comes to financial literacy by giving back to clients and those looking to learn more through his Financial Model Blog, Monarch Insider Newsletter, and his weekly PennyWise Financial Podcast. He has a passion for helping people reach their financial goals and using a process, open communication, consultative approach, and careful planning. His extensive investment experience is preceded by earning a bachelor's degree in Political Science with a concentration in interdisciplinary. The plans crafted for his clients are done using a well-thought-out process, careful consideration, and customized to address the needs of the specific client.
In his free time, he enjoys traveling, sports, music, cooking and spending time with his family. International travel is where he loves to learn more about the culture, food, art, and history of the places he visits. Outside of work, Constantine devotes time to helping those with big dreams when he serves as a wish grantor for the Make a Wish Foundation. He lives on the east side of Rochester, NY with his wife and son.
Want to schedule a meeting with Constantine? You can do so online right here. SCHEDULE A MEETING NOW
Diana C. Lougen, MBA
Partner | Financial Advisor
Office: (716) 250-2888
Cell: (315) 591-2156
Toll-Free: (800) 480-1580
diana@monarchwealthmanagement.com
Diana Lougen started her career in Financial Services in 2007. She began working for New York Life Insurance Company and developed a complex understanding of life insurance. Her career path would lead her to M&T Securities where she spent 8 years working with individuals and business owners to build wealth. She received her undergraduate degree at the University of Buffalo in Business Management and an MBA from Canisius College to continue to deepen her knowledge in Finance. Areas of specialty include working with individuals and business owners to help educate them on how to create a solid financial plan to protect themselves and their business along the way. Diana has been married to her lovely husband Jim since June of 2015. During her free time, she enjoys spending time with friends and family, playing golf, and practicing Yoga. She is originally from the Finger Lakes and tries to make it back to Seneca Lake for relaxation and rejuvenation.
Mark R. Ziemba II, AIF
Financial Planner | Retirement Plan Consultant
Office: (716) 836-0438
Cell: (716) 570-2574
Toll-Free: (800) 480-1580
mark@monarchwealthmanagement.com
Mark R. Ziemba II is an Accredited Investment Fiduciary™ and holds himself to the highest standards in the industry. He has the advantage of being supported by a team of like-minded advisors who work together as an investment committee to serve clients. Mark is very proud of being progressive in how he conducts himself and charge for services. By operating independently, he can choose what fees clients pay with the goal of helping clients keep more of their hard-earned money. His focus is on total financial and investment results and delivering a comprehensive client experience.
Mark hopes clients achieve their financial goals, enjoy life, and continue the legacy they desire for their families. When he first meets with prospective clients, he takes them through a personalized discovery process designed to individualize future financial plans. He is able to help clients pursue their goals by guiding them through both important financial and estate planning challenges. This also includes a systematized savings plan, an investment strategy, and a one-on-one meeting once or twice a year. Mark believes that an expert investment process is important; however, helping to manage life’s twists and turns is equally important to the overall happiness and success of the client. Whether it’s a marriage, divorce, or birth of a child, these events create opportunities for growth and new beginnings. He takes great joy in navigating these events with my clients.
As a proud veteran of the US Army, Mark feels he reached the highest moral standards. He learned to put the needs of his country and unit before his own. While serving in Iraq, he realized the importance of prioritizing goals and learned to cherish what’s truly important in life. As a Sargent and leader in his unit, Mark had to reflect on the importance of staying calm under pressure and leading by example. These are all traits that were brought to his practice as an advisor when he began in 2010.
Mark's clients gain a financial partner in life who is thoughtful, empathetic, and an active listener. He is analytical by nature, but also enjoys meeting with his clients and creating life-long partnerships. Mark is independent and works to choose the best possible solutions for clients. No pressure is placed on clients to choose one option or another. He has no production goals; the focus is never to sell a product or confuse anyone with industry lingo. Together we make personalized recommendations that are tailored to your current and future needs.
Mark's areas of expertise include: investment management, trust management, estate planning, retirement savings, and income strategies, along with budgeting and debt reduction strategies. He is also a 3(21)-RPCP advisor and is an expert in plan design, administration, participant education, and due diligence.
Jason T. Georgiev
Branch Operations Manager
Office: (585) 484-1400
Toll-Free: (800) 480-1580
jason@monarchwealthmanagement.com
Jason joined the firm in early 2020 and started his transition into the investment world just before the pandemic. He has been instrumental in helping clients and advisors within the practice by providing seamless service and excellent communication. Prior to joining the firm, he served as a business owner and worked in high-touch client interactive industries that helped him build the customer relations skillset he showcases each and every day.
Clients are colleagues appreciate his organizational skills, methodical planning, and his undivided attention to detail. Jason's duties include: servicing existing clients, onboarding prospects, scheduling meetings, planning appreciation, and educational events, developing and implementation of processes for efficiencies and communication between various investment partners and our clients. His motivation is to deliver the best possible experience one could hope for, and it shows!
Charles Forte, Jr., MBA
Financial Advisor | Investment Manager
Office: (585) 484-1400
Cell: (585) 794-1848
Toll-Free: (800) 480-1580
charles@monarchwealthmanagement.com
Charlie recently joined the Monarch team, fulfilling a long held desire to help people as a financial advisor and investment manager. Charlie has 40 years’ experience in corporate finance, during which he provided financial analysis, planning, leadership, counsel, coaching, and hands-on management to leaders and staff of large multi-national companies, small business, and nonprofit organizations. In his most recent position as Director of Finance for Goodwill of the Finger Lakes/ABVI, he had oversight responsibility for its endowment, pension plan and 403(b) plan, as well as all financial matters of the organization. Charlie holds an MBA from the UR Simon School of Business in finance and corporate accounting, and a bachelor’s degree in accounting/Business Administration from Bucknell University. Having completed the professional requirements to transition to personal financial advising and investment management, he applies his financial knowledge, skill, and perspective to benefit individuals. In addition to his professional experience, for many years he has been engaged in personal finance, managing his own IRA, 401(k) and 403(b) investments, managing the investments and financial affairs of extended family, navigating the financial aspects of a wide array of life situations, and giving financial advice to others. He enjoys life with his wife, four married children and their spouses, and eight grandchildren, as well as music, outdoor recreation, and being active in his faith community. Charlie looks forward to building an ongoing relationship as a trusted partner who understands what you care about and helps you grow and manage your financial resources accordingly.
