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Our Team

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Shane M. Alsworth, MBA, CFP®, CLU ®, CIMA®

CEO & Financial Advisor

 

Shane has over 20 years experience as a portfolio manager and financial planner. Shane earned his Master’s Degree in Business Administration (MBA) from Saint Bonaventure University, majoring in Finance. He earned his Certified Financial Planner® (CFP®) designation through the College of Financial Planning. Shane earned his Chartered Life Underwriter® (CLU®) designation, the highest education level afforded insurance planning professionals, through the American College. Shane has also completed rigorous training to earn his Certified Investment Management Analyst®(CIMA®) certification through The Wharton School of the University of Pennsylvania. He is a member of the Financial Planning Association (FPA®) and the American Finance Association, publishers of the Journal of Finance. Shane also serves on the St. Mary Our Mother School & Parish Finance Committee as well as the Stewardship Committee.  

Shane lives in Horseheads, NY with his wife and children. He is an active supporter of adoption advocacy groups and has adopted three children from the countries of Guatemala, Ethiopia and India. When he isn't at the office he enjoys traveling to any place that is new, different, and interesting, whether near or far.  Shane and Jacqueline also enjoy cruising on their Azimut 39 boat, aptly named "the office."  They hope to ultimately complete the Great Loop, traveling from Seneca Lake, through the Erie Canal, across the Great Lakes, down the Mississippi River, around Florida, up the Intercoastal Waterway and back up the Erie Canal to Seneca Lake.  

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Michael P. Gilly, CPA

CFO & Tax Advisor

Mike has over 20 years of experience with small business accounting and individual income tax planning. He is a graduate of the State University of New York at Fredonia and is a Certified Public Accountant (CPA) as well as a Quickbooks Certified Pro. Mike is also a member of the national American Institute of CPA’s.  

He provides tax planning and tax preparation services for our wealth management clients and he is Chief Financial Officer for the firm. Mike is a tremendous resource for clients by answering tax related questions and integrating tax planning into their financial plans.  

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Jacqueline Alsworth

Chief Compliance Officer

 

Jacqueline has over 25 years’ experience in the financial services industry, working in compliance, as an office manager, as a tax preparer and as a paraplanner.  She is also a notary public in NY State.  Jacqueline is a managing owner of the firm, involved with day-to-day business management.  She is also the firms’ Chief Compliance Officer, responsible for maintaining regulatory compliance with the Securities and Exchange Commission. 

Jacque is involved in her community and with adoption advocacy groups.  She is a former board member of the American Diabetes Association Tour de Cure.  She currently volunteers with the Social Ministries committee at St. Mary Our Mother church. 

 

    

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Kayla Wilson

Relationship Manager

 

Kayla works as a back-office assistant, providing client services and maintaining firm systems.  She assists with tax preparation, financial plan preparation and document management.  Kayla also performs research and support for a wide array of ancillary services we provide for our clients.  She is an important part of keeping our office working efficiently and providing holistic financial services for our clients.  

Kayla enjoys hiking and spending time in the great outdoors, especially with her incredibly intelligent Labrador Retriever, named Cash (after Johnny Cash “Man in Black”), her fiance' and her son.  

Sarah Warner

Relationship Manager

Sarah works as a front office assistant in the Corning, NY office and has over 10 years of experience with similar roles.  She manages the daily operations of our firm, keeping everyone on task and the office running smoothly.  

Sarah lives in Painted Post, NY with her husband and children.  She assists her husband in coaching the EVPP softball team and enjoys spending time with her two dogs, family and friends.  

Elisabeth Taylor

Accountant

Elisabeth provides tax preparation and back-office support for our clients.  She has a wealth of experience with bookkeeping and accounting.  Elisabeth works from our Corning office and is a valuable addition to our team.  

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4 West Market Street
Corning, New York
14830 United States

70 Linden Oaks
Rochester, New York
14625 United States

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