Contact Information

Kevin Coughlin, CRPC®, RICP® 
Managing Director - Investments

607.770.6412
Email Kevin 


Mark Saroka
Financial Advisor
Senior Vice President – Investments

607-770-6458
Email Mark


Annette Connors
Senior Registered Client Associate
Assistant Vice President

607.770.6425
Email Annette

Joseph Chesna
Senior Vice President - Investments

607.770.6459
Email Joe 


Grady Coughlin
Financial Advisor

607.770.6432
Email Grady


Susan Bush-Smith

Client Associate

607.770.6403
Email Susan