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Our Team

Our people are our greatest asset.


LEADERSHIP

  


  

BUFFALO

  

  

JAMESTOWN

  

  

ROCHESTER

  
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    ASHER FLINT, MBA, CLU

    FINANCIAL ADVISOR
    asher.flint@allianceadvisorygroup.com

    Asher has been with Alliance Advisory Group since 1998. He is a graduate of the University of Rochester with an undergraduate degree in Economics and a Masters degree in Finance. Asher is excellent at listening to clients and helping them build a strong financial plan. He enjoys assisting people with financial strategies that help them to realize their hopes and dreams. The end result of Asher's work is that clients have greater confidence and clarity about their financial future.

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    BRAD SMITH

    BRAD SMITH

    FINANCIAL REPRESENTATIVE
    brad.smith@allianceadvisorygroup.com

    Brad Smith joined the Alliance Advisory Group in the autumn of 2015 after spending several years at Northwestern Mutual and MassMutual. Brad was quickly recognized for his early achievement with the Alliance Advisory Group and Guardian Life...

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    CARL LUTZ

    CARL LUTZ, CLTC

    FINANCIAL ADVISOR
    carl_lutz@glic.com

    Since 1999, Carl has served more than 400 families and business owners in the area of building and protecting wealth. Having owned a family business with his father for 16 years and employing more than 20 people, Carl has the ability...

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    DAN DEVEAU, CLU, CHFC

    FINANCIAL REPRESENTATIVE
    ddeveau@allianceadvisorygroup.com

    Daniel W. Deveau, CLU®, ChFC®, is a financial representative with the Rochester office of Alliance Advisory Group. He has been associated with the firm since June of 1989. Daniel received his associate's degree from Broward Community...

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    DOUGLAS MILLER

    DOUGLAS MILLER, CLU

    FINANCIAL REPRESENTATIVE
    douglas.miller@allianceadvisorygroup.com

    Douglas is a financial representative with AAG, and joined the firm's Rochester office in 1992. Doug graduated from the University of Cincinnati with his Bachelor of Science degree in business administration in 1974, and attained his...

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    JOHN BRENNAN

    JOHN BRENNAN

    FINANCIAL PROFESSIONAL
    john_brennan@glic.com

    John is a registered Financial Professional in the Rochester Office at Alliance Advisory Group. John gained his Bachelors of Science degree from Brockport State University in 1970 in Health and Physical Education. He also did an...

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    JOSEPH BIANCHI

    FINANCIAL REPRESENTATIVE
    joseph.bianchi@allianceadvisorygroup.com

    The success of any good financial services professional is measured by the ability of the advisor to relate to the client with humility. Demonstrating authenticity and an understanding of the value of the relationship is key...

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    KELLIE WRIGHT

    KELLIE WRIGHT

    FINANCIAL REPRESENTATIVE
    kellie.wright@allianceadvisorygroup.com

    Kellie started her career in the financial world 2013 as a financial specialist, most of her career experiences have been helping people make very important life decisions. She likes to help educate people to live life intentionally...

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    KELLY BRODERICK

    KELLY BRODERICK

    BUSINESS DEVELOPMENT ASSOCIATE
    kelly.broderick@allianceadvisorygroup.com

    Kelly is a Business Development Associate with AAG. She joined the firms Rochester office in December of 2016. She was attracted to the firm’s team like dynamic and their unique planning process. She liked the culture of the firm and..

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    KEVIN B. LANE

    KEVIN B. LANE

    REGISTERED REPRESENTATIVE AND FINANCIAL SPECIALIST
    kevin.lane@allianceadvisorygroup.com

    Kevin is a registered representative and financial specialist with Alliance Advisory, and has been with the firm since November 2011. Prior to joining Alliance Advisory Group he was a registered representative and financial consultant...

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    MIKE FANTO, CLU

    FINANCIAL ADVISOR
    mike.fanto@allianceadvisorygroup.com

    For thirty years, Mike has guided each client individually to achieve their specific goals and objectives, ensuring financial organization and security. Professionals and business owners have chosen to work with Mike to design their...

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    ROCKY MARTINI

    ROCKY MARTINI

    FINANCIAL REPRESENTATIVE
    rocky.martini@allianceadvisorygroup.com

    Rocky Martini joined Alliance Advisory Group as a financial representative in June 2014. Previously, he had the opportunity to support the daily operations and customer needs of his family's business as the lead store manager for...

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FINGERLAKES

  
  

STAFF

  
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    Kristin Amodio

    Director of Operations
    Buffalo Office

     

    Alissa Labud

    New Business Coordinator
    Buffalo Office

     

    Joelle Ward

    New Business Coordinator
    Buffalo Office

     

    Nicole George

    Receptionist/ Policy Service Administrator
    Buffalo Office

     

    Amy Cammarata

    New Business Coordinator
    Buffalo Office

     

    Lindsay Stewart

    Support Specialist
    Rochester Office

     

    Barb Clark

    New Business Coordinator
    Rochester Office

     

    Dustin Hummel

    New Business Coordinator
    Buffalo Office


    Mary Jo Hollingshead

    Operations Associate
    Lutz & Associates Wealth Strategists