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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Daniel DiPaola, CFP®


(585) 641-7903

(585) 348-9700

Dan began his financial planning practice in 2003, after graduating from the University of Rochester where he minored in electrical engineering and majored in economics. Early on, he joined a group that specialized in the 403(b)...
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Margaret Roumpapas

Client Relationship Manager