Patrick Kelly, CPFA®, RICP®
Managing Partner | Financial Consultant
With over four decades of experience in financial services, Pat’s career has always been about putting his clients’ interests first and helping them get what they really want in life. Having one’s financial life in order affords clients the freedom to pursue those things most important to them.
Pat focuses on small business owner retirement plans, retirees, and multigenerational estate planning to help clients make the smoothest possible transition into the next chapter of their financial lives. He holds the Retirement Income Certified Professional (RICP®) designation through American College and is a Certified Plan Fiduciary Advisor (CPFA®), which gives him the expertise to serve the retirement income and estate planning needs of his clients and their families.
Pat’s personal interests include spending time at Watkins Glen doing fast laps, and seasonal activities like golf and skiing. He lives in Honeoye Falls with his wife Kristin and their three horses. He’s also a proud father of three grown children.
Marianne Bolton
Senior Partner | Financial Consultant
Marianne started her career in financial services in 1993. She understands that wealth means more than just finances, and realizes that everyone’s values, needs, and goals are unique. She brings experience from previous roles at RBC, CSFB, UBS, Dillon Reade, and Dean Witter.
Originally from the NYC area, Marianne resides in Webster, NY and loves animals – especially dogs. As a Mom to four children, she is passionate about encouraging the younger generation to prepare for their financial futures. As a daughter, she is also passionate about helping retirees navigate their financial journey, serving as a source of strength and support through major life events.
Whatever your situation may be, Marianne is easily accessible and will be with you every step of the way. She loves nothing more than fostering financial success and confidence throughout every generation.
Anne Ambrosetti
Director of Operations
Anne is Series 7 and 66 licensed and has been in the industry since 1991. Driven by a passion for helping others and a flair for communication, Anne is dedicated to making our clients’ experience smooth and enjoyable. With a keen eye for detail and a commitment to understanding client needs, she strives to provide clients with the right solutions every time. Whether she’s assisting with product choices, answering questions, or ensuring seamless transitions, she is ready to listen and go the extra mile.
Anne and her husband, Rob, have two adult sons and reside in Webster. Outside of work, she enjoys exploring new places, connecting with family and friends, and discovering the latest trends – hobbies that keep her inspired and energized to offer the best service possible.
