ALLIANCE ADVISORY GROUP - Key Persons
Alexander is a native of Grand Island. He graduated from Marist College in Poughkeepsie, NY as a student-athlete in the school's D1 soccer program, with both a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics. In his work, Alex remains committed to the fundamental principles instilled in him during his tenure at Canisius High School. He hopes to use these values alongside other learned experiences to make a positive impact in his community and ignite change.
Asher has been with Alliance Advisory Group since 1998. He is a graduate of the University of Rochester with an undergraduate degree in Economics and a Masters degree in Finance. Asher is excellent at listening to clients and helping them build a strong financial plan. He enjoys assisting people with financial strategies that help them to realize their hopes and dreams. The end result of Asher's work is that clients have greater confidence and clarity about their financial future.
Job Titles:
- Financial Professional
- Member of Roc City Rotary
Ashley Anchor joined the Alliance Advisory Group, Inc. (AAG) in February 2020 as a Business Development Associate and Client Relations Manager. She holds a Bachelor's Degree in Business Administration.
In September 2020, Ashley quickly transitioned into her current role as a Financial Planner, with a passion for empowering people to take control of their finances and achieve financial freedom. She believes that no two financial situations are exactly alike and takes pride in tailoring her approach to meet the unique needs and goals of each individual.
Ashley earned the firm's prestigious Client Builder Award two times, Rookie of the Year, and Rising Star Award. She has also been recognized by her peers with being a recipient of the DKM Difference Maker Award.
Ashley is an active member of Roc City Rotary. She grew up in the Thousand Islands and resides in Penfield, NY.
Barbara A. O'Neill has been with Alliance Advisory Group since 1984. Based in the Buffalo office, Barb manages all financial operations for the firm.
Job Titles:
- Buffalo Office As a Financial Representative
- Financial Representative
Bruce D. Hyman joined the Buffalo Office as a Financial Representative in September 1994. Bruce has an Associates Degree in Business. A highly successful representative, Bruce is a past member of Million Dollar Round Table, and the Leaders' Club.
Casey joined Alliance Advisory Group in 2023 after graduating from SUNY Geneseo, where he received his Bachelor's Degree in Economics. While in college, he also started, managed, and sold his own landscaping company, Lilac Lawn & Landscape LLC, where he learned many of the common struggles faced by small business owners first-hand. It was from this experience where he found his passion for helping other small business owners.
Casey has always been very passionate about serving others and providing financial education. He is excited to continue working with families and small business owners to help them reach their financial potential.
In his free time, he enjoys hiking the Adirondack high peaks and plans on becoming a 46er one day. Besides his time in the mountains, he is always looking for new opportunities and activities to express his creativity through.
Job Titles:
- Associate
- Financial Advisor
- Director of Client Relations, Managing Associate and Financial Advisor
Charlie Bearce is the Director of Client Relations, Managing Associate and Financial Advisor for Alliance Advisory Group, Inc. (AAG).
Since 2008, Charlie Bearce has been delivering great value serving individuals, families, and small business owners, helping them plan ahead for their short-term needs and long-term goals.
His knowledge and experience in terms of financial planning has always been focused on quality service for clients whom he advises on retirement planning, financial management, disability, long term care, life insurance and other strategic financial planning. Mr. Bearce's ability to tailor individual planning for each client has set him as a premier resource to clients in the Rochester area.
Charlie holds a degree in business from SUNY Geneseo. Charlie resides in Hilton NY with his wife Melissa and their two son's Andrew and James .
Awards:
Soaring Eagle Award in 2022
Million Dollar Round Table (MDRT) in 2020, 2021, 2022
Chairman's Cup Qualifier in 2021 & 2022
Client Builder Award in 2020 and 2022
Executive/Leaders Club Award in 2014 and 2015
Bright house top advisor award in 2009, 2010, 2011, 2012
Super Starter award in 2008
Dan joined Alliance Advisory Group in 2017 as a Business Development Associate. Driven by a passion to help the community, Dan thrives to be a resource for individual s to achieve financial success.
In his spare time, Dan chooses to spend much of his time outdoor s, golfing and attending Bills games. He is also a proud supporter of several non profits in the Buffalo-Niagara area, including Carly's Club, March of Dimes and the Make-A-Wish Foundation.
Dan graduated with his Bachelor's Degree in Business Marketing with a minor in Finance from Niagara University in 2016. He later earned his Masters in Business Administration with dual concentrations in Strategic Marketing and Financial Planning from Niagara University in 2017.
Daniel W. Deveau is a Registered Representative with the Rochester office of Alliance Advisory Group. He has been associated with the firm since June of 1989. Daniel received his associate's degree from Broward Community College in Ft. Lauderdale, FL.
After a 10-year career with Stouffer Hotels, which brought him from South Florida to Rochester, NY, Daniel decided to make a career change to financial services. Since then, he has earned his CLU® and ChFC® designations and has been a past qualifier for the Million Dollar Roundtable and Leader's Club. What Daniel likes most about his chosen profession is the ability to make a meaningful difference in the lives of his clients, both now and in the future.
He has served on various committees with his church and spent many years involved with scouting. He has a passion for gourmet cooking and gardening. He is an active member and volunteer for the Genesee Land Trust and is proud to note his garden was included in their 2008 Backyard Habitat Garden Tour, and on two previous occasions.
Job Titles:
- Business Development Associate
David graduated from Falconer Central School in 2019, and went to JCC and Fredonia to pursue a Business Administration degree, graduating in 2023. David worked at his family's small business for five years and saw how time-consuming it can be to manage finances and grow a business at the same time. David's goal is to be a resource for local business owners. In his free time, David enjoys golf and skiing, and is a member at The Rock Church in Lakewood.
Derek Joined Alliance Advisory in January 2013. His goal is to help create value for his clients by giving them the information they need to make the best decisions for themselves and those they care about. He is committed to educating his clients and community to help them navigate through all of the opinions and financial misinformation that is out there.
Before this career path, he worked in retail as a sales manager and buyer. His skills transitioned well because he has always been focused on the customers' experience making sure it was something they would remember and find value in. Derek is committed to building relationships and meeting new people in his community, so that he can be a resource for them in any way possible.
He is currently involved with Buffalo Niagara Partnership's 360 program, and his hobbies include woodworking, golf, outdoors and hunting.
Egon Moldenhauer joined Alliance Advisory Group in December of 2016, after beginning his career in financial services at MassMutual Buffalo. Egon, a 2013 graduate of the State University of New York at Buffalo, with a degree in Political Science and Philosophy, was drawn to the financial services industry to have a positive impact in the lives of Western New York families in families.
His focus with his Business Partner Dwight Moldenhauer is on Executive Benefit and Business Owner planning strategies.
He has been a member of the BNMC Rotary Club and sat on the board of Vision Niagara
He lives in Blackrock with his girlfriend Tania and their Daughter Sarah. He is an avid hunter, snowboarder, runner and Sabres fan.
Job Titles:
- Business Development Associate
Emma Steele joined Alliance Advisory Group, Inc. in October 2021 as a Business Development Associate. She holds a Bachelor's Degree in Business Management with a Minor in Leadership graduating from Slippery Rock University in 2019.
Driven by a passion to impact lives, Emma excels in being a resource to families and individuals to achieve financial success. She believes that everyone deserves to create a personalized path in which will lead them to their goals.
As a 2016 graduate of Falconer Central School, Emma found herself back there coaching the Varsity Girls Basketball team. Giving back to a program that gave to her all while helping influence the next generation has strong meaning to her. Emma also spends her time assisting with a local soccer club.
I joined AAG in 2015 with the mission to help people. Growing up with a grandfather and uncle in the financial services business and a father who owns a small business, I was exposed to the importance of planning from an early age. I quickly learned upon entering the work force that there are too many families and businesses who were not being properly served and have since made it my guiding principle to make sure our local businesses, individuals and families are being served properly, professionally, and ethically.
I am a member of the Jamestown Noon Rotary, Chautauqua Blind Association, United Way Leadership Circle, Chautauqua Leadership Network and FINSECA. I have FINRA Securities license Series 6, 7, 63 & 65 and was the 2019 Rising Star for AAG. I have a wife, Brooke, and a daughter Madilyn.
Job Titles:
- Board Member of Roc City Rotary
- Financial Planner
Frank Randall joined Alliance Advisory Group in 2020, he holds a Master's Degree in Public Administration and Non-Profit Management from SUNY Brockport. He comes to AAG with a professional background in both banking and organizational leadership and has developed a niche in working with Advance Practice Providers, Nurses, and Pharmacists.
He believes that when it comes to financial independence and planning for the future, there is no greater reward than giving people the clarity and confidence to take control of their financial future.
Additionally, as Director of Training and Development, Frank leads, develops, and coaches the next generation of advisors to exponentially impact more families around financial literacy. He was Awarded Guardian's Client Builder Award three times, the Doug K Miller Difference Maker award his first year with Alliance Advisory Group, and the Rising Star Award.
Frank is an active Board Member of Roc City Rotary, an organization of young professionals making a difference in Rochester NY. He also actively promotes and teaches financial literacy with a number of colleges and has partnered with the New York State Society of PAs, the New Jersey Pharmacists Association, and the Rochester Regional PA Association as a non-clinical financial resource.
He resides in Penfield, New York with his wife, Katie, daughter Emilia and son Theo.
Job Titles:
- Business Development Associate
- Managing Pharmacist for Tops Markets
Job Titles:
- CEO
- President
- CEO & President of Alliance Advisory Group, Inc
Jim is the CEO & president of Alliance Advisory Group, Inc. (AAG) and the general agent for Guardian in upstate New York.
Jim is a 1990 graduate of Gannon University and holds his bachelor's degree in finance and economics.
He began his career in with AAG as a financial representative in 1995.
A highly successful team leader and trainer, Jim's accomplishments include Most Valuable associate 2003, 2005 and 2007, the prestigious Guardian Leaders Club, the Guardian Executive Club, the Top of the Table, the Court of the Table and Park Avenues Equity Master Qualifier.
In the industry, he is a member of GAMA International, GAMA Foundation Platinum member, Leaders of Today and Tomorrow (LOTT), National Association of Insurance and Financial Advisory's and the Million Dollar Round Table.
Job Titles:
- Director of Wealth Management
Jonathan "Jay" Berube CIMA® is a Director of Wealth Management for the Berube Group at Alliance Advisory Group. Jay is a recognized leader in the industry with 30 years of experience. Prior to joining Alliance Advisory Group in January 2020, he spent 20 years as Executive Director for one of the leading wealth management firms globally.
Job Titles:
- Business Development Associate
Ken Beers was born and raised in the Jamestown area. After high school, he initially pursued social sciences at Jamestown Community College. Subsequently, he studied Psychology at Baruch University in New York City, where he resided for the ensuing 14 years.
In 2020, Ken returned to Western New York to reconnect with his family. During this time, he developed a keen interest in the financial services industry, recognizing its potential to significantly influence not only his own life but the lives of those within his community.
Ken's enthusiasm for travel, coupled with his extensive involvement in event production, has exposed him to a wide array of cultures, norms, and life perspectives. He firmly believes that considering all facets of his clients' lives is integral to assisting them in implementing the most fitting strategies for their futures.
Job Titles:
- Financial Advisor
- in 1997 As Sales Manager
- Member of the Alzheimer 's Association of Western New York
Kevin joined Alliance Advisory Group in 1997 as sales manager, and currently serves as vice president of sales. A 1976 graduate of Chabot College, Kevin holds his bachelor's degree in business and finance, and has received numerous awards from the school.
He attained the Chartered Life Underwriter (CLU®) designation in 1999, and is a seven-time recipient of both the President's Citation and the Qualifier Leader's Club.
Active in the community, Winder is a member of the Alzheimer's Association of Western New York, First Tee of Rochester and the Rochester Business Alliance. He is also involved in several industry organizations including, National Association of Life Underwriters, Society of Financial Services Professionals and the General Agents and Managers Association.
Job Titles:
- Chief Operations Officer & Agency Control Officer
Job Titles:
- Business Development Associate
Landon's focus is to help clients achieve life goals that make a generational impact for families. He takes a personal approach to client interactions acting more a friend and resource to those he serves. His instinct to help others comes from his upbringing from his parents, experience as an eagle scout, and as an honor student.
As a Rochester native, Landon graduated from Rush Henrietta High School and then from the SUNY Geneseo School of Business. In his free time he enjoys getting outdoors camping and fishing and playing sports with friends and family. He also enjoys art and music as a way to stay creative.
Lydia shares what she's learned about work, life, and the challenges in between with people in search of a stable financial future. She spent 18 years at an employer from which she planned to retire. But organizations and people both change. She took a calculated leap and launched a new career as a personal and business financial advisor. Now, she uses what she's learned professionally and personally over a 35-year career to help other people reach their life goals and ensure financial security. She has decades of experience in B2B marketing, sales and sales support, donor outreach and strategy for high-potential individual customers, and extensive experience in both for-profit and not-for-profit organizations including higher education, K-12 education, and corporate sales. She's made employment changes (often not by choice), raised a child, survived college planning, operated by own freelance business, and worked in organizations large and small. This helps her understand many of the things her clients are going through, enabling her to connect them to the planning process that will be most beneficial.
Mario began his career as a Physical Therapist after graduating from SUNY Buffalo. His goal was to start his own private practice and in 1994, along with the other owners of Lattimore PT he launched his first classes in Geneseo, NY. The group quickly expanded and grew new facilities. The success was based upon the principles of care and respect for others needs, achieving the highest level of competence and reaching out to others who were in need and empowering everyone around you to achieve their goals.
In 2017, Mario sold his practice and began following his passion for helping others. He realized that ultimately financial health leads to physical and emotional wellbeing. His motto is that helping people make decisions now financially that will allow them to have choices later.
In his personal time, Mario likes to golf and grow his strength in his faith. Along with his wife, Michel, they have four children, Taylor, Sam, Quinn, Luke and a dog named Cali, whom they enjoy spending time with.
Mark Majewski is a 25-year insurance veteran, Majewski has spent his career with Alliance Advisory Group as a financial representative in the firm's Buffalo office. He has received numerous awards for his excellence in client service, personal production and industry commitment.
A Buffalo native, Majewski currently resides in Williamsville, with his two children, Alexis and Matthew. He holds his bachelor's degree from the University at Buffalo, and his chartered life underwriter designation from the American College.
Mark R. Nelson, LUTCF has been a financial representative with the Guardian Life Insurance Company of America and a registered representative with Park Avenue Securities since 1995.
Prior to joining Alliance Advisory Group he was in retail operations management, and also served as executive director for the downtown Jamestown Development Corporation.
Mark is a graduate of Frewsburg Central School and Jamestown Community College; with an associate's degree in business administration.
Mark attained his Life Underwriters Training Coordinator Fellow (LUTCF) designation in 2000. He is active in the local National Association of Insurance and Financial Advisors (NAIFA - Chautauqua Region).
Active within the greater Chautauqua Region, Mark is the Chairman of the Town of Carroll Zoning Board of Appeals. Mark is a member of the Carroll Lodge #1147 Free and Accepted Masons. He also serves on the allocations committee for the United Way of Southern Chautauqua County. He is a member of Zion Lutheran Church where he participates as a lector, usher and serves on the Evangelism and Social Ministry Committees.
Mark is married to Tamara and they have three children, Andrew who is married and is an accountant, Kathryn who is a teacher and Kara who is a retail store manager.
Bob is the Past President of GAMA Foundation, in addition he is Past President of GAMA International an 11,000 member financial organization.
Bob is the creator of The Lead One coaching program. Lead One is designed for mid-level leaders, small business owners in developing critical leadership skills for developing their leaders.
Job Titles:
- Financial Advisor
- Managing Director
Rocky Martini has been serving individuals, families, and small business owners since 2014 after attending St. John Fisher College and working in his family's grocery business for three years. After having a disappointing experience meeting with a financial professional himself, he knew he had to become an advocate for others to help them build and protect wealth with their interests at heart. Since then, he has been working to educate and empower his clients to make confident financial decisions for themselves. Through a collaborative, macro-economic approach, he provides his clients a roadmap to success as they define it. In Rocky's free time, he enjoys traveling, hiking, skiing, watersports and reading.
Awards:
Soaring Eagle Award in 2020
Million Dollar Round Table (MDRT) in 2019 & 2020
Leaders Club Award in 2020
Rising Star Award in 2016
Chairman's Cup Qualifier in 2016 & 2017
Client Builder Diamond Award in 2014
Job Titles:
- Managing Director
- Regional Managing Director
Steve serves as the managing director for Alliance Advisory Group, and is responsible for leading and coordinating all trainings related to the sales platform, the Living Balance Sheet®, along with providing weekly one-on-one coaching opportunities to all new hires throughout the firm's four-city imprint.