Our people are our greatest asset.
CHAIRMAN & CEO
Bob is chairman CEO of Alliance Advisory Group, Inc. He has been a general agent for Guardian since 1979. He is a graduate of the University at Buffalo and received his masters in financial services from the American College in 1994....Click to read more...
Jim is the president of Alliance Advisory Group, Inc. (AAG) and the associate general agent for Guardian in upstate New York. Jim is a 1990 graduate of Gannon University and holds his bachelor's degree in finance and economics. He...Click to read more...
CHIEF FINANCIAL AND OPERATIONS OFFICER
Barbara A. O'Neill CLU®, has been with Alliance Advisory Group since 1984. Based in the Buffalo office, Barb manages all financial operations for the firm. Barb has more than 25 years of experience in the financial services industry...Click to read more...
Gregory Ahrens, CFP® is an investment specialist with Alliance Advisory Group. Greg is located in the Buffalo office and serves as a financial specialist with Guardian Life Insurance Company, along with being a registered...Click to read more...
Steve serves as the managing director for Alliance Advisory Group, and is responsible for leading and coordinating all trainings related to the company's proprietary sales platform, the Living Balance Sheet®, along with providing...Click to read more...
SENIOR FRONTLINE LEADER
Kevin joined Alliance Advisory Group in 1997 as sales manager, and currently serves as vice president of sales. A 1976 graduate of Chabot College, Kevin holds his bachelor's degree in business and finance, and has received numerous...Click to read more...
Matt Vahue, CLF ® is the regional director of Alliance Advisory Group, guiding the firm's growth in the Greater Rochester and Finger Lakes Regions. Prior to joining Alliance Advisory Group, Matt spent over six years with the Principal...Click to read more...
Angela Szafran joined Alliance Advisory Group in June 2011 as a Financial Specialist. Angela began her career in the financial services field eight years ago, starting with M&T Bank in 2003 and followed by HSBC Bank in 2006. Angela is...Click to read more...
Bruce D. Hyman joined the Buffalo Office as a Financial Representative in September 1994. He is a Charitable Planning Specialist. Bruce has an Associates Degree in Business. A highly successful representative, Bruce is a past member of...Click to read more...
Charles (Chuck) Privitera has been an insurance specialist since 1966. He has received numerous certifications including, tax and business insurance, estate analysis, advanced business, advanced estate analysis and the chartered life...Click to read more...
FINANCIAL ADVISOR, DWIGHT MOLDENHAUER INC.
Dwight is a principal of Dwight Moldenhauer, Inc. which specializes in tailored executive benefit strategies for business owners and executives of public corporations as well as closely held private companies. With over 25 years of...Click to read more...
Derek Joined Alliance Advisory in January 2013. His goal is to help create value for his clients by giving them the information they need to make the best decisions for themselves and those they care about. He is committed to educating...Click to read more...
John A. Cammarano started his career with AAG as a registered representative in 1994 and has been successfully serving clients for the past two decades. He attended the University at Buffalo, where he majored in accounting and business...Click to read more...
PRESIDENT, DWIGHT MOLDENHAUER, INC.
Moira has served as president of Dwight Moldenhauer Inc. (DMI), a tailored executive benefits firm since 1996. The firm was founded in 1982 by Dwight Moldenhauer, and carried the banner of Moldenhauer Advisory Services until it was...Click to read more...
Mark Majewski, CLU® is a 25-year insurance veteran, Majewski has spent his career with Alliance Advisory Group as a financial representative in the firm's Buffalo office. He has received numerous awards for his excellence in client...Click to read more...
Paul is a Financial Specialist in Alliance's Buffalo office. For over 36 years, Paul has been a valuable resource to businesses and individuals, in all aspects of their financial lives. He values the opportunity to work on a team with...Click to read more...
Robert G. Fick, CLU®, ChFC®, is a financial representative with Alliance's Buffalo office. Born and raised in Western New York and a Grand Island resident, Bob earned his Bachelor of Arts degree from SUNY Buffalo and joined the Guardian in...
Robert began his career with Alliance Advisory Group as a financial specialist in 2010. Through his unique macro-economic approach, Bob enables his clients to gain a clear, holistic view of their entire financial landscape. Bob...Click to read more...
Stella graduated with a BA degree in political science from California State University. She joined Alliance in April 2005, and has her Life, Accident and Health, Series 6 and 63 licenses. Stella has been a successful representative,...Click to read more...
Thomas S. Youngman joined Alliance as a Financial Representative in March 2006 after graduating from Hilbert College with a Bachelor's degree in Business Administration. He received Alliance's Rising Star Award in 2007. He has his Series 6...Click to read more...
Suzanne M. Novelli is a Financial Representative with the Buffalo Office. Her 24 year career is centered on the concerns of business owners, professionals, and the people who depend on them. Suzanne works with some of the largest and...Click to read more...
Eric is a 2005 graduate of Jamestown High School. He went onto Wyoming Technical Institute where he received his degree in automotive collision repair and service management. He worked 10 years as a collision repair technician before...Click to read more...
Craig joined the Jamestown office of Alliance Advisory Group as a Financial Representative in January 1991. A graduate of Falconer High School and the University at Buffalo School of Management, Gerald is a member of the Chautauqua Life...Click to read more...
FINANCIAL ADVISOR, JAMESTOWN
Mark R. Nelson, LUTCF is the agency supervisor for the Jamestown office and has been a financial representative with the Guardian Life Insurance Company of America and a registered representative with Park Avenue Securities since 1995....Click to read more...
Robert S. Johnson, CLU®, ChFC®, has been a Financial Representative with Alliance's Jamestown office since April 1973. He is a member and past president of the Chautauqua Region Association of Insurance and Financial Advisors, past...Click to read more...
Thomas is a registered representative with the Jamestown office of Alliance Advisory Group. He attended Hartwick College and went on to receive his Chartered Life Underwriter (CLU®) designation in 1979, and his Chartered Financial...Click to read more...
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...Click to read more...
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...Click to read more...
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...Click to read more...
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...Click to read more...
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...Click to read more...
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...Click to read more...
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...Click to read more...
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...Click to read more...
BUSINESS DEVELOPMENT ASSOCIATE
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..Click to read more...
REGISTERED REPRESENTATIVE AND FINANCIAL SPECIALIST
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...Click to read more...
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...Click to read more...
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...Click to read more...
Jenn is a Financial Representative with The Guardian Life Insurance Company of America and a Registered Representative with Park Avenue Securities. She has over 15 years in the financial services industry, beginning her career at New...Click to read more...
SENIOR PARTNER, HOLISTIC FINANCIAL SOLUTIONS
Mark started his career with Prudential Insurance in May 1984, joining his father and two brothers. During his tenure, he won numerous awards for performance both as an insurance agent and manager. Six of his 13 years with Prudential...Click to read more...
Michelle C. Johnson joined Hill and Associates with a firsthand knowledge and understanding of the process. Having been a client of the firm for several years, she saw great value and benefit in Hill and Associates holistic approach to...Click to read more...
PRESIDENT, HILL & ASSOCIATES FINANCIAL SERVICES, INC,
Milt is the Syracuse branch manager for Alliance Advisory Group. He first joined the firm in 1993. Milt graduated from the University of Delaware with a bachelor's of science degree in marketing. He is a past president of Syracuse...Click to read more...
Richard started his career as a life insurance agent while a senior year at Syracuse University. He graduated with a BA degree in History. Upon graduation, he served 3 years in the United States Marine Corps. Richard is a Syracuse...Click to read more...
CHARTERED FINANCIAL CONSULTANT
Ray Brown has been a member of the Alliance Advisory Group since 1993. His passion is assisting clients to achieve and the surpass their original goals...Click to read more...
Ross is a personal financial strategist who has been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997. With my Protection First philosophy (which includes a thorough evaluation of...Click to read more...
DISABILITY INSURANCE NEW BUSINESS MANAGER
Tracie has worked for Alliance Advisory Group, Inc. since 2008 as a specialist in disability insurance underwriting. She is experienced in running DI quotes and provides administrative and underwriting assistance. Tracie is an active...Click to read more...
Director of Operations
New Business Coordinator
New Business Coordinator
Receptionist/ Policy Service Administrator
New Business Coordinator
New Business Coordinator
New Business Coordinator
Mary Jo Hollingshead
Lutz & Associates Wealth Strategists