top of page
Meet the Team
Dedication. Expertise. Passion.
​
Constantine J Kitrinos, CPFA
Managing Partner | Wealth Advisor
585-484-1400
David T Georgiev, MBA, CKA
Managing Partner | Wealth Advisor
585-484-1400
Mark R Ziemba II, AIF
Financial Planner | Retirement Plan Consultant
716-570-2574
Charles Forte, Jr., MBA
Financial Advisor | Investment Manager
585-484-1400
bottom of page














