Meet Our Team

Since 2014, Melissa has been helping people find clarity, understanding, and confidence in their finances. She enjoys working with businesses across the country on their employee benefits programs and with individuals and families on their personal financial strategies. No matter the age or stage in life, Melissa’s goal is to meet people where they are and guide them on their path to financial peace of mind. Growing up in a tight-knit family, she truly values personal relationships; therefore, the relationship with her client remains at the forefront of everything she does. Her priority is making sure her clients feel comfortable, know that their best interests are held with the highest regard, and have a thorough understanding of their financial world and the opportunities and challenges that are within it.

Melissa has been a qualifying member of the Million Dollar Round Table^*  (2018, 2019, 2022, 2021, 2022 and 2023). She is a founding member of the ice hockey program through OASIS Rochester, a program that provides opportunities and support to disabled veterans. She also volunteers with several organizations, including Rochester Hearing and Speech Center.

Melissa’s drive for everything she does is her two boys, Adriano and Domenico. Raising them on her own, they are the light of her life and she loves spending as much time with them as she can. Her oldest is high-functioning autistic, and he is currently in college dual majoring in History and Italian. Her youngest is in high school and enjoys playing football, basketball, and lacrosse. Melissa and her fiancé Frank love traveling and visiting family all over the world. She has retired from teaching figure skating after three decades. 

Barb came into the financial industry with a focus on customer service after a long career in hospitality management. She loves being able to interact with clients and have the work/life balance she strives for.  Barb currently resides in Penfield, NY with her husband Bill of over 20 years. She has a daughter, Megan, who lives in Virginia with her husband Daniel, a son in Massachusetts with his wife Brie, and twins Ben and Brynn.

Barb has always been and is still active in many local organizations, especially those that are music oriented. Some of those include:

• Annual Samaritan Purse Program during Christmas Season
• ARC coordinator for holiday bazaar for their clients
• Camp Good Days & Special Times Annual Kazoo Festival
• Coordinated multiple annual Thanksgiving Dinners at Ronald MacDonald House
• Emcee and performer, American Music Pops Salute (AMPS)
• Member of Bugles across America
• Participates in several communities and marching bands and serves on their committees & boards
• Perform on a voluntary basis at assisted living centers