AVH INVEST - Key Persons
Don entered the Financial Services Industry in 2000 with Wall Street Financial Group, rising to level of Head Equities Trader. After his departure from Wall Street Financial Group in 2002, Don spent a short time overseeing the trading and operations of a Rochester based asset management organization, later moving on within that organization to join its Broker-Dealer, Ensemble Financial Services. During the majority of his time with Ensemble Financial Services, Don operated in the capacity of Vice President of Operations, supporting and servicing over 140 independent Financial Advisors and their clients. In 2011, Don joined Anderson-VanHorne Associates, Inc. as a Financial Advisor and Representative. Don and his wife Christina have three children and are residents of Fairport, NY. Don has a Bachelor of Science degree in Business Management from S.U.N.Y Geneseo.
Job Titles:
- Advisor
- Independent Financial Advisor
Kyle is an Independent Financial Advisor who has a passion for helping families change their family trees and leave a lasting legacy. Like many couples, Kyle and his wife had questions about money early in their marriage, therefore they decided to take action and enrolled in some classes to gain better knowledge and control of their finances. Through the next decade, they implemented and grew their financial plan for their household. A few years back as Kyle began to consider other career paths, he was encouraged to explore a future in the financial industry. His passion for financial planning and helping others drove him into the career he loves today. Kyle holds series 6,7,26, 63, 65 securities licenses with a Health and Life Insurance license.
Kyle and his wife Melissa live in Pittsford, NY with their two boys. Kyle enjoys distance running and will lace up the shoes any chance he gets. He especially loves running with his sons and trail hikes with the family.
Job Titles:
- Owner and President of Anderson - VanHorne Associates, Inc
Rob is owner and President of Anderson-VanHorne Associates, Inc. and independent insurance agency and brokerage and also the Vice-President, Office of Supervisory Jurisdiction and co-owner of Evolution Financial Advisors Inc. (EFA) with Victoria Bach. Using his 37 years of business experience in the insurance and financial services industry, Rob's focus is on helping our advisors with practice management, business support, compliance and supervision.
Rob starting his career in in 1982, after graduating from SUNY Alfred with High Scholastic Honors and graduating from the Aetna Insurance Institute with blue ribbon honors. As owner of an independent insurance agency he has a broad range of experience and knowledge in underwriting, risk transfer and risk management for commercial and personal accounts. In 1985, Rob created a department inside his property and casualty insurance agency devoted to financial advisory. That department grew into an Office of Supervisory Jurisdiction in the late 1990's and in November 2013, he along with Victoria Bach purchased the independent broker dealer he was affiliated with.
In September 2016, Rob and Vikkie took the next step to provide more opportunity for growth for the advisors they serve by affecting an asset purchase agreement with Securities America, Inc. an independent broker dealer located in La Vista, Nebraska, and formed Evolution Financial Advisors Inc.; which serves as a Super OSJ for Securities America.
Rob holds Series 7, 63, 24, 65, 99 and 26 securities licenses. Personally Rob is very active in many community and charitable endeavors and enjoys many athletic activities including cross fit, trail running, skiing and golf. Robs greatest love is being a father to his three children Matt, Jake and Morgan.
Job Titles:
- Client Relationship Manager
Sarah assists the financial services department with providing our clients the highest possible level of customer service. Please feel free to contact Sarah at any time at sconnolly@avhinvest.com or 585-924-3069 with service related questions.
After graduating from college in Scotland with a Business Associate Degree, Sarah Connolly joined Eastman Kodak Company where she spent over 20 years cultivating customer relationship through marketing, public relations, and event sponsorships in both national and international environments. As a native of the Island of Mauritius, Sarah speaks fluent French.
CERTIFIED FINANCIAL PLANNER™: As a financial professional with over 20 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan. We offer specific guidance in areas such as 401(k) rollovers, pension benefit selection, retirement income planning, beneficiary designation and Social Security maximization strategies. This guidance is offered with "the heart of a teacher" and a low pressure approach.
BUSINESS: Investments and Financial Planning can be complicated endeavors. I pride myself in having the ability to explain investing concepts in terms people understand. As an independent Advisor I have no allegiances to any one particular investment product sponsor over another. My primary drive is to help develop and implement portfolios that best meet my clients long-term goals and ensure they understand how it benefits them.
Will is a 20 year veteran of the military and an independent CERTIFIED FINANCIAL PLANNER™ professional. He hopes to bring his worldwide experience to his clients and provide them with unparalleled service.