Trusted Financial Advisors. Dedicated to their communities.
Cadaret, Grant clears stock, bond, and some mutual fund transactions through Pershing, an affiliate of The Bank of New York. Pershing is responsible for approximately 10% of the total daily volume on the New York Stock Exchange (NYSE) and provides unlimited account protection.
Post Resch Tallon Staff (Pittsford Office)
President, NFS Financial Services and NFS Tax Prep, Inc.
John Post joined his father, Jack’s, investment group at Prudential Bache in the early 1980’s. Since then, John has devoted more than 30 years to managing and growing wealth for Western New York families. John’s focus has always been on the stock market, with a particular emphasis on small cap growth companies.
John graduated from Elmira College in 1980 with his BS in Business Management. John has also taken graduate-level courses at both Villanova and Rochester Institute of Technology in accounting and income tax preparation.
John holds the following FINRA licenses: Series 3 Commodity Futures Contracts, Series 7 Investment Representative, Series 63 State Registered Representative, and Series 65 Uniform Investment Advisor. John is also licensed to provide investment and insurance support in many other states as needed.
A lifelong Rochester resident, John has been active on the Board of Governors at Oak Hill Country Club and has long been a member of the Alumni Council at McQuaid Jesuit High School. He has also served and volunteered with numerous charitable organizations, including Habitat for Humanity, the Cystic Fibrosis Foundation, and the Muscular Dystrophy Association.
Managing Senior Partner and President Post Resch Tallon Group
Mr. Resch is a co-founder of Post Resch Tallon Group along with Mr. John A. Post II and Mr. Kerry P. Tallon. With more than 40 years of experience in the financial and investment industries, Dave actively manages the administrative aspect of the firm along with working with many long-term, loyal clients. Dave’s primary responsibilities include operations management and strategy development. He specializes in structuring portfolios, asset allocation, saving taxes for clients, fixed income investments (especially tax-free municipal bonds), and lifetime income solutions. Dave truly enjoys managing portfolios, doing research on economic trends, and reviewing the constant stream of new products and services which can benefit our clients.
Dave holds the following FINRA licenses: Series 7 Investment Representative, Series 63 State Registered Representative, Series 65 Uniform Investment Advisor, and the less common Series 52 Municipal Bond Principal. Dave is also licensed to provide investment and insurance support in many other states as needed.
Dave graduated in 1973 Cum Laude with his BS in Economics and a minor in Business Administration from St. Bonaventure University, and several years later graduated Summa Cum Laude from Rochester Institute of Technology with his MBA in Finance.
Dave enjoys golf, travel, theater, movies, and sports’ spectating especially his Bonnies’ college basketball and the Buffalo Sabres. He has coached girls fast pitch softball for the Pittsford Little League and has volunteered his time with the Board of Directors for the Peter Castle Foundation and Monroe Golf Club. Dave currently serves on the Monroe Invitational Championship tournament committee, which supports amateur golf.
Dave grew up in Rochester and currently enjoys living here with his wife Diane.
Chief Compliance Officer & Partner
Mr. Tallon is a co-founder of Post Resch Tallon Group along with Mr. John A. Post II and Mr. David P. Resch. Mr. Tallon has been in the investment industry for over 20 years. Working as the firm’s principal, chief compliance officer, and as a certified financial planner, Kerry works to ensure that each client’s financial goals are aligned with their investment objectives and financial plan.
Kerry holds the following FINRA licenses: Series 7 Investment Representative, Series 63 State Registered Representative, Series 65 Uniform Investment Advisor, and Series 24 General Securities Principal. Kerry is also licensed to provide investment and insurance support in other states as needed.
Kerry graduated with his BA in Economics and Finance from SUNY Potsdam.
In his free time, Kerry enjoys coaching his daughter’s basketball team, playing golf, and spending time with his family. Having served on several boards, achieving his Eagle Scout, and being a devoted father and husband, Kerry uses an ethical foundation in both his professional and personal life.
Ryan joined Post Resch Tallon Group in late 2016 as a Portfolio Manager.
Mr. Wegman brings with him eight years of experience as an investment advisor with Hornor, Townsend, & Kent. He holds series 6, 7, 63, and 65 licenses and is licensed in various states where his clients reside.
Ryan is a believer in value investing, and actively employs that strategy while working to grow his clients’ wealth and/or provide income. He is a devoted student of global economies, markets, and economic trends, taking all into account when making investment decisions relative to the accounts he manages. Ryan has joined the PRTG investment committee and looks forward to providing his analysis and insight to our advisory clients.
Ryan graduated from Nazareth College with a BA in Business Administration with focus in economics and finance. He is a lifelong Rochester resident and graduated from Penfield High School. He played collegiate golf at Nazareth while achieving all-conference honors in three of the years.
Ryan is a member of the School of Management and Finance Advisory Councils at Nazareth College. He has volunteered and served on numerous charitable committees, most recently with the National Kidney Foundation. In his spare time, Ryan continues to play golf competitively. He is a member of the golf committee at Irondequoit Country Club in Pittsford, New York, his home club.
Client Services/Operations Manager
LaVon joined Post Resch Tallon Group, Inc. in July 2015. She administers and monitors the company’s individual and corporate clients. LaVon brings with her strong communication and organizational skills required to effectively oversee clients’ accounts and maintain relationships with clients and business associates at Post Resch Tallon.
LaVon obtained her New York State Life & Health Insurance License.. She has 25+ years of experience in the financial industry. LaVon has two daughters and one granddaughter. LaVon is a passionate gardener, an avid St. Louis Cardinal Baseball fan, and loves to travel and cook in her spare time.
Neubert Financial Services Staff (Webster Office)
Registered Representative Tax Preparation and Accounting Services
Mr. Adamski has joined Neubert Financial Services in 2013, bringing over 30 years of experience in tax preparation including expertise in accounting for small business, estate, and trusts. Mark has also been active in the financial services industry since 1988, providing joint services to his clients.
Mark holds the following FINRA licenses: Series 6 Mutual Fund and Variable Annuities, Series 7 Investment Representative, and Series 63 State Registered Representative. Mark is also licenses to sell Life, Health, and Accident insurance including Long Term Care. He is registered in several states, including New York.
Mark is a graduate of St. John Fisher College with a B.S. in accounting. On a personal level, he has served as a community volunteer on various projects and coached youth baseball for 13 years. He currently enjoys golf and gardening.
Registered Representative, Tax Preparation and Planning
Ms. DeVinny joined Neubert Financial Services in 2008 and has over 19 years experience in the banking and financial services industry. She is committed to delivering exceptional customer service and building relationships. Working and living by this philosophy brings out her passion for helping others plan and achieve their financial goals and dreams. Wendy develops, implements, and monitors investment strategies and portfolio modeling.
Wendy has the following FINRA licenses: Series 7 Investment Representative, Series 6 Mutual Fund and Variable Annuities Registered Representative, Series 63 State Registered Representative. She also is licensed in the State of New York to sell Life, Health, and Accident Insurance. Wendy has passed the new IRS-required Registered Tax Return Preparer competency examination, which designates her as a registered tax preparer by the IRS.
Tax Preparation and Planning
Mr. Tudisco joined Neubert Financial Services in 2012 following the acquisition of his tax business, Tom’s Tax Express, LLC. With 24 years of experience in personal and small business tax returns he is a valuable asset to the firm. Tom is a native of the Rochester area and currently lives with his wife in Greece, where they raised their two daughters.
Tom was an avid fisherman, boating enthusiast, and gardener. One of his favorite hobbies is salt water aquariums.
Tax Preparer and Accounting Specialist
Vera Ivanova first joined Neubert Financial Services as a tax intern in the Spring 2017 where she received experience in individual and small business tax returns. She is now working full time with our company providing accounting/bookkeeping and tax preparation services to our clients. Vera is a member of NYSSCPA and NATP.
Vera is a graduate of SUNY Brockport with a B.S. in accounting and is working toward becoming an Enrolled Agent. In her free time, Vera enjoys cooking with her husband, travelling, and spending quality time with her family.
Mrs. Montanaro has over twenty-five years of experience in office management, most of them in the insurance and financial planning industry. Carolyn has been with Neubert Financial Services since its inception. With her strong communication and organizational skills Carolyn helped to lay the foundation for the success it became. Carolyn’s day-to-day responsibilities include assisting the partners in all operations areas, human resource issues, and bookkeeping. She truly enjoys her work “behind the scenes,” and looks forward to a long career with Post Resch Tallon Group.
Mrs. Montanaro is an active member of the Webster Chamber of Commerce, co-chairing the Membership Services Committee. Carolyn lives in Webster with her husband and two daughters. She is involved in the Webster PTSA, enjoys cooking, and reading in her spare time.
Mrs. Clum and Mrs. King share the responsibilities of the Receptionist and Administrative Assistant positions as a smooth-running team. Sharon has been with Neubert Financial Services since its beginning. Alysia is our newest team member. They are an integral part of the daily operations. They support management and contribute wherever they can to ensure our clients’ needs are met and the day-to-day operation runs efficiently. Their responsibilities include everything from greeting clients and scheduling appointments to creating correspondence and mailings and maintaining accurate client records.
Independent Financial Advisors
Independent Financial Advisor, Pittsford Office
Bill Abbott has been an independent financial advisor for over five years and has been working in the Post Resch Tallon Group offices since December 2008.
Bill earned his insurance license and Series 6 mutual fund license while working at Rochester Community Savings Bank and M&T Bank from 1988 through 1999. Having worked almost every position in the banks, Bill ended his career as a Branch Manager at Charter One Bank. After that he took a position as an investment advisor with A. G. Edwards & Sons and built a strong client base during the difficult investment years of 2000-02. As the market settled Bill focused on helping clients understand the basic tenets of investing. By discussing clients desires and gaining trust Bill focuses on a plan that fits the individual whether they want capital growth, income or a mixture of both. The experience Bill has gained from his time as a financial advisor and his previous jobs allows him to communicate a bigger picture view of money management. This opens up the doors to discussing assets, liabilities, college and estate planning.
“The review process is an integral part of my business. There are over forty thousand investment options, as well as, insurance, long term care, taxes and legal issues. Post Resch Tallon Group employs an independent analyst that gives us various investment ideas throughout the course of the year. I also try to read as much as possible about every aspect of the market from gold to small capitalization stocks and U.S companies to emerging markets. During the year I also attend different seminars that increase my knowledge in regards to insurance and annuities. As for taxes and legal issues, while I have a general knowledge of both, I rely on personal accountants and attorneys. What this helps me do is maintain that ‘ten thousand’ foot view of my client’s financial picture and find solutions to achieving their goals.”
The Abbott family, including Bill, his wife, Laura, and their three children, are Fairport residents. Bill has coached soccer for the Perinton Recreation Center and baseball in the Fairport Little League; he has also served on the parish council for his church. Volunteering at area golf tournaments is one small contribution and extracurricular commitment Bill has made and counts helping at the Ryder Cup, the LPGA at Locust Hill and the Senior PGA as the highlights.
Independent Financial Advisor, Pittsford Office
Post Resch Tallon Group welcomed Robert Levine in May of 2009, the third independent advisor to join the firm since its founding in 2004.
Rob Levine has been helping clients achieve and maintain financial independence for over 19 years. He began his career in 1991 coordinating insurance, estate and wealth management with Centra Financial Group in Rochester. Five years later he joined Brighton Securities, the investment firm founded by his father Marshall Levine in 1969, and began to focus on wealth management as part of the Levine Group. There he was successful in building and protecting client’s assets through the Bull Market of the late 1990’s as well as the Market declines in 2003 and 2007-08. When the Markets began to recover, Rob followed his late father’s path and in May of 2009 became an independent advisor with Post Resch Tallon Group. Rob’s practice focuses on investment planning and wealth management as part of an overall financial plan that includes coordinated estate planning, insurance programs and tax management.
“My approach to comprehensive planning has evolved through two decades complete with raging Bull Markets and at least two serious Recessionary periods. This has all been filtered through my father’s successful and conservative approach to investment planning. That approach has helped many clients reach financial independence as planned for, as well as surviving through the Great Recession of 2007-08.”
Rob and his wife Amy, a Pre-K teacher for Rochester City Schools for 14 years, have been married for 27 years and have raised 3 children: Maggie 23, Carolyn 21 and Michael 15.
Rob was also the founding Vice President for both the Great Lakes Girls Hockey League and Pittsford Youth Lacrosse, and has volunteered with the Perinton Girls Hockey Program, Pittsford Mustangs Soccer, and Pittsford Girls Lacrosse. Rob has also been a volunteer and Chair-person with the American Cancer Society’s Relay For Life and creator of the fund raising organization Skating for the Cure.
“I have been so fortunate to join Post Resch Tallon Group. With fantastic resources behind me I have all the tools necessary to assist my clients in wealth management with none of the interference that bigger investment firms impose. I can provide whatever resources are necessary for individual clients, and am able to provide individualized planning now that is better than ever.”
Independent Financial Advisor, Webster Office
Mr. Locurcio has over 42 years experience in the financial services industry, serving in the capacities of Financial Advisor, Financial Industry Union Representative, and Sales Manager and District Manager for the largest financial services operation in the world. He feels his greatest satisfaction comes from working with both individuals and businesses in the role of financial architect in helping them design their financial “dream house” and together selecting the right investment contractors to help build it.
Dave has studied at both Rochester Institute of Technology and Monroe Community College toward a business and finance degree with a major in accounting. He holds FINRA licenses Series 6, 7, 22, 26, 62, 63, and 65, covering the spectrum of investment products and services available. He is licensed for Life, Health, and Accident insurance in New York State. Dave is also licensed in many other states for both securities and insurance.
Dave is a life-long resident of Rochester and has served as a Boy Scout Troop Chairman, IAA Baseball, YMCA Youth Basketball, and Vince Lombardi and Pop Warner Football coach. He enjoys hunting, fishing, golfing, and lives in West Irondequoit.
Registered Representative, Webster Office
Mr. Warner is a Financial Advisor who helps progressive and socially-conscious investors find investments that align with their core beliefs and highest goals. The reason Rick has chosen to work in the financial services industry is because he wants to help his clients “do well by doing good.” What Rick enjoys most about his work is providing financial peace of mind for his clients on multiple levels.
Rick has spent ten years as a financial services practitioner and offers a wide variety of proven programs and services — from integrated wealth management to risk management.
People who know him can always count on his ability to develop an appropriate solution for almost any financial situation. He has helped scores of people to navigate their finances through all types of markets.
Rick graduated from the Rochester Institute of Technology with a Bachelor of Science in Management, including a concentration in Photography, and holds FINRA Series 7 and 66 securities licenses. Mr. Warner is also a member of the Professional Advisors Liaison Committee for the Rochester Area Community Foundation. Rick has also recently passed the new IRS-required Registered Tax Return Preparer competency examination, which designates him as a registered tax preparer by the IRS.
Rick resides in Mumford, New York with his two children and is also an active member of the Sierra Club and the Adirondack Mountain Club. In his spare time, Rick enjoys coaching youth sports, golf, hiking and photography. Rick is also actively involved in environmental conservation efforts and volunteering for various organizations and community service projects.