Broker Check
 

Our Team

Our people are our greatest asset.


LEADERSHIP

  

  

BROKERAGE TEAM

  
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    JONATHAN D. SHELDON, RICP 

    BROKERAGE MANAGER  
    jonathan.sheldon@allianceadvisorygroup.com

    Jon joined Alliance Advisory Group (AAG) in September 2017 as Brokerage Manager in our Rochester office. He first entered the financial services field as an intern for Northwestern Mutual his junior year of college, earning himself...

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    KEVIN C. WINDER

    KEVIN C. WINDER, CLU, CASL

    SENIOR FRONTLINE LEADER
    kevin.winder@allianceadvisorygroup.com

    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...

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    Joe D'Amico

    JOE D'AMICO 


    BROKERAGE ASSISTANT & DISABILITY INSURANCE SALES COORDINATOR
    joseph.d'amico@allianceadvisorygroup.com

    Joe’s first experience in financial services was as a college intern with Alliance Advisory Group, and he returned home to AAG full time in the Fall of 2017 after several years at New York Life. Joe was attracted to this...

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BUFFALO

   

  

JAMESTOWN

  

  

ROCHESTER

  

  

ITHACA

  

  

SYRACUSE