John Post joined his father Jack’s Prudential investment group in the early 1980s. Since then, John has devoted more than four decades 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’s immediate family includes his wife Heidi and daughters Carly and Abbey.

As the firm’s Principal, Chief Compliance Officer, and as a Certified Financial Planner, Kerry works to ensure each client’s financial goals are aligned with their investment objectives and financial plan.

In his free time, Kerry enjoys 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.

Mr. Resch is a co- founder of Post Resch Tallon Group (PRTG) along with Mr. John Post and Mr. Kerry Tallon, dating back to our initial corporate formation in 2004.

With more than 50 years of experience in the financial services industry, Dave enjoys assisting clients in meeting their goals by structuring and managing diverse portfolios in tune with their needs and risk tolerances.

Dave also enjoys staying on top of economic trends and researching new products and services that can benefit our clients through diversification and better asset allocation.

He has a particular expertise in the tax -free Municipal Bond market and has spent much of his career helping our clients and institutional clients as well by structuring credit-solid bond portfolios.

Dave holds the following FINRA Licenses: Series 7, Investment Representative, Series 63, State Registered Representative, Series 65, Uniform Investment Advisor, and Series 53, Municipal Bond Principal.

He graduated in 1973 Cum Laude with a Bachelor of Science degree in Economics and a minor in Business Administration from St. Bonaventure University. A few years later, Dave graduated Summa Cum Laude from Rochester institute of Technology with his MBA in Finance.

Dave enjoys golf, cooking, travel, the theater, movies and sports’ spectating (especially the Buffalo Bills, Sabres, and his St. Bonas college basketball teams).

Personal life includes his beloved adult daughter, Kristin, now married and living in the greater Rochester area. Dave has lived in Brighton, NY for almost 30 years with his beautiful wife, Diane, who shares his passion for golf and is an avid reader.

Serving others included past stints on the Boards of Monroe Golf Club, The Peter Castle Foundation, and managing in the Pittsford Little league. Dave actively supports our veterans, first responders and our furry friends at Lollipop Farm. Currently Dave continues a long run supporting amateur golf on the Committee of the Monroe Invitational Championship.

LaVon joined Post Resch Tallon Group, Inc. in July 2015 as the Company’s Client Services/Operations Manager, administering and monitoring the Company’s individual and corporate clients. LaVon brings with her strong communication and organizational skills required to effectively oversee the intricacies involved in all manner of client account services. Her many years of experience in our industry and ‘problem solving’ skills she has developed are a great resource to our firm and clients alike. She has grown and maintained relationships with clients and co-workers and is an integral part of our team.

LaVon received her degree from Hickey Business Institute in St. Louis, MO. in Business Administration. She has 25+ years of experience in the financial industry.

LaVon has 2 daughters and one granddaughter. LaVon is a passionate gardener and avid St. Louis Cardinal Baseball fan and loves spending as much time as possible with her grandchildren, traveling, cooking, and baking in her spare time.

Michelle began her career in the Financial Services Industry in 1998 and joined the team at Post Resch Tallon Group, Inc. in October of 2022. Michelle’s 25+ years of experience allows her to efficiently assist our Advisors with their client management needs. Her dedication to customer service, organizational skills, and attention to detail makes her an asset to the PRT Team.

Michelle is a Graduate of the University of Geneseo, with a Bachelor of Science degree in Business Management, with a concentration in Finance.

Michelle enjoys traveling, boating, and camping with her family, and is a lifelong Notre Dame Football fan. Michelle lives in Brockport, NY with her partner Dale.

Bill has been an independent financial advisor for over 20 years and has been working in the Post Resch Tallon office since 2008.

After more than 10 years in the banking industry where Bill honed his management skills and earned his insurance and Series 6 mutual fund licenses, Bill started as a financial advisor with A.G. Edwards. Wanting the freedom to offer clients a more diverse theory to money management and investment choices, Bill moved into the independent advisor space. This model allows an advisor to have an open platform of investment solutions to meet the needs of their clients.

The greatest excitement in Bill’s job is looking at the big picture for his clients, helping them understand and manage their income and bills. Working with clients to build a strong budget that allows them to properly deposit and withdraw from all parts of a portfolio, making them fiscally responsible.

Bill and his wife, Laura, are Fairport residents. Following his passion for golf and sports, Bill works a couple of times a week in the golf department at Dick’s Sporting Goods in Victor. Bill is proud to say that he has climbed the 46 peaks of the Adirondacks, continues to support the Red Cross by giving blood and loves DIY projects at home. Together Laura and Bill enjoy walking and hiking in Perinton, visiting their children, cooking, gardening and maintaining their sharing library.

Rob has grown his practice based on honesty, integrity, and building relationships with clients that is essential for planning to meet their financial goals. Many of his clients have been with him throughout his career and he is grateful for their faith and trust over the decades. His relationship with Post Resch Tallon Group has been very satisfying.

His proudest achievement to date is his family. Rob married his high school prom date! They have three adult children, two sons-in-law, one beautiful grandchild, an aging Golden Retriever, and a rescued Pyrenees Mountain Dog who was their COVID puppy. His only wish would be that at least one of his children would move closer to Rochester!

Dave enjoys hunting, fishing, and golfing.

Mr. Warner is a Financial Advisor who helps progressive and socially-conscious investors find those investments that align with their core beliefs and highest goals. A primary reason Rick has chosen to work in the financial services industry is to help clients "do well by doing good" – with the ultimate goal of providing financial peace of mind regardless of the short-term economic climate.

Rick has spent over 20 years as a financial services practitioner and offers a wide variety of proven programs and services - from integrated wealth management to investment advice and tailored risk management strategies.

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 as their ’personal CFO.’

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 long-standing member of the Professional Advisors Liaison Committee for the Rochester Area Community Foundation.

Rick resides in Mumford, New York and is a member of Camera Rochester, the Sierra Club, the Adirondack Mountain Club, and is on the Board of Directors at The Isaiah House. In his spare time, Rick enjoys golf, hiking and photography. Rick is also involved in environmental conservation efforts and volunteering for various organizations and related community service projects.