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Meet Our Team

Meet Our Team

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Jeffrey E. Hahn

President

CERTIFIED FINANCIAL PLANNER ™

Professional

"Our goal is providing financial

benefit at the highest level of

quality, professionalism

and friendliness." Jeffrey Hahn

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Jeffrey E. Hahn

President

CERTIFIED FINANCIAL PLANNER ™

Professional

“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness.” – Jeffrey Hahn

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Laura Russo

Vice President

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David N. Ivancic

Certified Financial Planner

TimTaller

Tim J McMahon

Registered Principal

Registered Representative

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Susan Routhier

Administrative Assistant

Receptionist

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Frank Evans

Registered Representative

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Kimberly Zuppelli

Administrative Assistant

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Evan Baskin-Evans

Registered Representative

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Magdalena V. Boesze

ProjectAdministrator

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Julia Routhier

Administrative Assistant

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Richard Sillitoe

Registered Principal

Rochester Office

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Troy Erk

Administrative Assistant

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Juliana Leone

Administrative Assistant

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Evan Dickhut

Administrative Assistant

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Richard Hilliker

In Memoriam

JEFFREY HAHN

“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”

Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states.

Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.
 
Currently, we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.
Check the background of this financial professional on: FINRA’s Broker Check.
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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states.

Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.

Currently we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA. 

Check the background of this financial professional on: FINRA’s Broker Check.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.

Currently we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA. 

Check the background of this financial professional on: FINRA’s Broker Check.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities.
 
Currently, we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.
Check the background of this financial professional on: FINRA’s Broker Check.