ANGELO PLANNING GROUP - Key Persons
Brian is a Partner of the Angelo Planning Group, LLC and has been in the financial industry for over 15 years. He has focused his practice on working closely with families to help piece together their "financial puzzle," and ensure they are on track to accomplish all their financial goals. He does this by understanding each client's unique situation and provides them with a plan that is tailored to their specific needs.
Brian's services include retirement planning, insurance planning, college planning, asset management, and estate planning. By working in conjunction with the other specialists in his group, he is able to provide the highest level of service in each planning area while concentrating on strengthening the relationships with his clients to gain a greater understanding into their situation.
Brian has lived in the Rochester area his whole life, and currently resides in Pittsford with his wife and three children. He enjoys golfing, reading, and spending time with his family.
Job Titles:
- Partner
- an Accomplished Financial Advisor
Connie joined Angelo Planning Group as an accomplished Financial Advisor with a Special Needs Certification, an LUTCF designation, and holds FINRA security licenses 6, 63, 65 and Life & Health. Connie adopted her only daughter from Bulgaria in 2002 which inspired a passion for helping families with special needs children. She has served as a member of the Webster School Budget Advisory Committee, Financial Partners of Upstate NY Advisory Committee, Webster Chamber of Commerce, Trustee of Webster Presbyterian Church and Member of the Rochester Women's Network. Her professional accomplishments include: Northeast General Manager's Award 1990-1996, President's Club 2008-2010, Million Dollar Round Table qualifier 2014, Leadership Conference MetLife 2016.
Connie transitioned to financial services in 2010 after a successful career working with Fortune 500 companies as a senior-level executive. Connie utilizes her previous experience in managing profitable divisions to assist clients in achieving their own individual financial goals. Connie's desire is to stay one step ahead so clients can rest easily knowing that their financial goals are being met in today's complex global economy.
Connie earned her BA from Roberts Wesleyan College while earning a Most Distinguished Achievement Award for Leadership, and attended University of Rochester Simon Graduate School of Rochester, NY.
Diana joined Angelo Planning Group, LLC in 2021 as a Client Service Manager. She assists with the client on boarding process, recruitment and client support. Diana has a master's degree from Brockport and Nazareth.
Diana lives in Canadice, NY with her husband, Brian and their dog, LuLu. She is an avid hunter, reader, skier and enjoys spending time with her family.
Job Titles:
- Client Services Professional
Emmy has been with Angelo Planning Group, LLC for 16 years. She assists Ralph Angelo and helps with the client on boarding process, recruitment and client support.
She has her bachelor's degree in business management from St. John Fisher College. She lives in Mendon with her husband and 2 sons.
Jamie graduated from Syracuse University with a Bachelors of Science in Biology. We can not fail to note that he also excelled on the lacrosse field, being named a 2-time captain and multiple time All-American for the Syracuse Men's Lacrosse program. In his senior year, he was awarded the University's Student-Athlete Award, which is a prestigious honor only given out to one male and one female student athlete each year.
With original plans to attend medical school, Jamie decided to turn his desire to help individuals and families from healthcare to the world of financial planning. He currently holds his series 7, 63, 65 and Life and Health Licenses.
Jamie focuses on portfolio management and client relations for retirees, working professionals, small business owners, and professional athletes, as he is a professional athlete himself, playing for the Cannons LC of the Premier Lacrosse League (PLL).
He resides in Victor, NY where he is very active in teaching and coaching youth lacrosse players all across Rochester.
Job Titles:
- Partner / Investment Advisor Representative
Joseph Palma Partner/Investment Advisor Representative Email: JPalma@angeloplanninggroup.com Phone: (585) 568-6999 A 1990 graduate of Niagara University, holds FINRA securities and advisory Series 7 & 66, as well as NYS life and health insurance certificates. Licensed to advise in NY, NJ, CT, NC and TX. "I was born and raised in Rochester NY and proud of the boutique investment management practice I've built from the ground up since 2007. The experience that I strive to provide to every client is a collaborative relationship-based partnership, not just a series of transactions. Honesty, sincerity and a personalized approach helps set me apart from my competitors. It is not uncommon for client engagements to evolve into meaningful friendships over time. It is these deep relationships upon which my practice was built and continues to grow today. Earning trust and applying faith and family values into my practice is something I'm proud of and believe that clients have come to expect and appreciate." BrokerCheck
Kyle graduated from Siena College, where he played Division 1 Basketball and made 2 NCAA tournament appearances. At Siena, he studied Marketing and Economics. Kyle currently holds his Series 7, 66 and Life and Health Licenses. Kyle believes that full financial planning is based on thoroughly understanding their financial needs and goals, for retirement, insurance, and college planning. Kyle believes that developing a trusting relationship with clients is the key in successful financial planning. Kyle understands that every client's situation is different so working closely with clients throughout their career to give sound advice as their needs and goals change over time.
Kyle lives in Webster wife his wife, Kayleigh, daughter Olivia and son Thomas. In Kyle's spare time he coaches basketball at Fairport and plays competitive golf at a national level.
Mary joined Angelo Planning Group, LLC in January 2013 and supports Robert Dornan and Matt Fischer, Partners, assisting them with administration and client service opportunities. Originally from Binghamton, NY, she now resides in Fairport. She enjoys pet sitting, cooking, wine tasting, traveling, yoga and quality time with family and friends.
Matthew S. Fischer, MBA Partner Email: mfischer@angeloplanninggroup.com Phone: (585) 568-6933 Matt graduated from St. Bonaventure University in 2009, earning his Master of Business Administration and Bachelor of Business Administration degrees. Matt has been in the financial services industry for over 10 years, spending the first five years of his career at PricewaterhouseCoopers before joining the Angelo Planning Group in 2014. Matt focuses on portfolio management and custom wealth preservation strategies for retirees, working professionals, and small business owners. Matt lives in Webster, NY with his wife, son and 2 daughters. BrokerCheck
Melissa has her Bachelor of Science in accounting from the College at Brockport. She started with the firm in 2017. She has various roles assisting advisors and clients. Melissa enjoys spending time with her kids, family, and friends.
Peter graduated from Empire State College with a bachelor's degree in Finance. He currently holds a series 7, 6, 63, 65, 26, life insurance, and accident and health insurance licenses. He has worked in the industry for over 17 years. Peter previously worked for ESL Investment Services before coming over to Angelo Planning Group.
Peter lives in Henrietta with his wife and three kids. He is very active in youth sports coaching and volunteering.
Ralph is Managing Partner and the Director of Wealth Management and Estate Planning of the Angelo Planning Group, LLC. Ralph formed the Angelo Planning Group, LLC for the purpose of providing comprehensive financial planning to his clients. A carefully planned investment and insurance strategy can help clients achieve life, retirement and estate goals. Ralph provides clients with the information and tools necessary to devise strategies that can help clients reach their goals and help build their financial future.
Ralph is committed to his clients and his community. He coaches numerous sports teams in his community, is an avid sports fan and has a passion for the outdoors. He resides in Honeoye Falls with his wife Megan and their children Dilan, Drew, Shaye, and Luke.
Ralph Angelo has always believed that a successful financial plan is the result of a trusting relationship between a client and an advisor. From the beginning, Ralph's vision was of a relationship-based, full service financial planning practice. He spent several years as a sole practitioner with a focus on helping his clients through Estate Planning and Retirement Planning. As his practice grew, so did the complexities of the cases he was working on. It became clear very quickly that the best way to truly service his clients was to expand his knowledge to include the many layers necessary for comprehensive planning and wealth management. The overwhelming range of knowledge necessary concerned Ralph that he would become a generalist instead of a specialist.
Ralph's vision as he developed APG was to put together a team of experts in all areas of financial planning. Many advisors must be "Jack of all trades, but master of none." He wanted to have our clients receive high level advice in any area of concern. Over the years, he has assembled a team of experts in Estate Planning, Investment Management, Insurance Planning, and Qualified Plan Advisory.
In 2010, APG changed broker-dealers and teamed up with American Portfolios Financial Services. As an independent firm, the team has access to any investment product available and makes decisions on the best possible solution to a client's case without any pressure to use proprietary products. APFS provides the Angelo Planning Group with access to an elite network of other firms across the country. This network allows APG to confer with other professionals on the best way to approach a client's case or special needs. In addition, APFS provides increased technology options to the clients of APG. For example, clients can now see all their assets in one place, regardless of whether they are held at APG or not.
Registered Representative offering Securities through America Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.
In 2016 Rob was honored to have been selected by Dave Ramsey's team to serve as a SmartVestor Pro covering the greater Rochester region. As a facilitator for Dave Ramsey's Financial Peace University, Rob has helped many people through the steps of building wealth. By applying Dave's financial principals, Rob's clients are able to position themselves for success today and in retirement.
Experience: After a 15-year career with JP Morgan Chase, Rob left in 2009 to build his business as an independent financial advisor with the Angelo Planning Group, LLC. Rob's clear focus is building life-long relationships with his clients. He strongly believes in the philosophy of guiding with the heart of a teacher.
Getting to know Rob: Rob enjoys spending his time with his wife, Tracy and two daughters Taylor and Jaden. He coaches both of his daughters' soccer teams, the Cobras. He also plays racquetball, tennis, and golf. He and his family are active members in Hope Lutheran church.
Robb is a Senior Partner and the Director of Investment Management Accounts with the Angelo Planning Group, LLC. Robb is responsible for implementing and monitoring investments for clients in order to help them reach their investment goals. Robb has been a financial planner since 2001.
Robb is committed to providing his clients with the necessary information to assist them in making important financial decisions. Robb's passion is money management and he has helped hundreds of clients properly manage their investments such 401Ks and IRAs. Robb believes that financial planning is a foundational step necessary to create proper portfolios for his clients.
Robb currently resides in Canadice, NY with his wife Betsy and their three children. He enjoys time with family and being outdoors.
Robert A. Dornan Partner Email: RDornan@angeloplanninggroup.com Phone: (585) 568-6927 Graduated from Niagara University with a major in accounting in 2009. He currently holds his series 7, 63, 65 and Life and Health Licenses. Bob has over 10 years in the financial industry. He has worked for PricewaterhouseCoopers in both the assurance and advisory services area, including audit and personal income taxes. Throughout college, Bob worked with the Angelo Planning Group in different aspects including fund research and creating model portfolio allocations. Bob enjoys spending his free time with his wife Lisa, and sons' Ashton and Carter usually at the ice rink. BrokerCheck
Bob has been in the financial industry for more than 35 years and has received his Certified Financial Planner and Chartered Financial Consultant designations. He focuses on advanced financial strategies which include retirement planning, risk management, investment analysis and Medicare planning.
Bob enjoys spending time with his wife and two children, reading, biking and golfing.
Job Titles:
- Assistant to Peter Knittle
Sara joined Angelo Planning Group, LLC as Peter Knittle's assistant. She graduated from Oswego University and holds the series 6, 7, 63 and life insurance licenses. Sara previously worked for ESL Investment Services before coming over to Angelo Planning Group.
Sara lives in Rochester with her Husband and two children. She enjoys music, the outdoors, and spending time with family and friends.
Sarah holds Certified Financial Planner and Chartered Advisor of Senior Living designations. She is a Senior Partner and has over 30 years of experience in the Financial Service Industry.
Sarah caters to the unique needs of senior clients covering such items as financial, health, psychological and sociological issues. She is a firm believer of providing professional service with integrity, objectivity, confidentiality, and professionalism.
Sarah graduated from SUNY Brockport with a Bachelor's Degree in Business Administration and a minor in Health Economics. She is an outdoor enthusiast and enjoys downhill skiing, golfing and hiking with her dog.
Job Titles:
- Administrative Assistant
- Practice Management Specialist
Shannon is a practice management specialist with our firm. She has been working with our advisors in this capacity since 2008. She assists with a range of client services and issues. Her primary role is to assist advisors with administration and client service opportunities.
She is a Rochester native and currently resides in Greece with her husband John, and their dog Sky. She enjoys cooking, shopping and spending time with her friends and family.
Shawn graduated from Rochester Institute of Technology (RIT) with a Bachelors Degree in 2000. He has extensive experience working with public school and non-profit employees. Shawn is proficient in N.Y. State Pension issues, 403(b) and 457 deferred compensation plans.
Shawn believes that all good plans are the result of creating a close relationship with the client, their families, and other professionals. He seeks to understand before he seeks to be understood. The financial plans Shawn creates are a result of listening to his clients' concerns and goals, and helping to educate them on how to best protect and provide for their families.
Shawn grew up in New Hampshire and has lived in Rochester for almost twenty years. He lives in West Henrietta with his wife and daughter. He enjoys cooking, food/wine as well as sports, reading and music.
Prior to joining the firm in 2007, Stephan honorably served the United States Navy and then earned his Associates Degree (Highest Distinction Graduate) from Bryant & Stratton Business Institute in Buffalo, NY.
Stephan relocated to Rochester in 1985 to begin his professional career at Eastman Kodak Company. During his 22 year tenure, Stephan supported many financial organizations, supply chain management and also earned his Bachelor's Degree from Nazareth College of Rochester.
Stephan holds FINRA Securities Registration Series 7 and 66 licenses as well as NYS Life and Health. He is also licensed to offer securities and advisory services in New York, New Jersey, Florida, Virginia, North Carolina and Alabama.
Job Titles:
- Principal
- Registered Principal
Todd serves as the Registered Principal for the Angelo Planning Group, LLC. He is also a Senior Partner and holds the FINRA Registration Series 24 Principal License. Todd graduated from Syracuse University Phi Beta Kappa and Summa Cum Laude with a Dual Masters Degree in Chemistry and Science Education. Prior to joining the Angelo Planning Group, LLC, Todd taught Earth Science, Biology and Chemistry for 5 years at York Central School and 9 years at Honeoye Falls-Lima Central School. Todd coached Track & Field and was a five-time Section V Coach of the Year.
Todd enjoys skiing, biking , and basketball, as well as various home improvement projects.