Broker Check

Who We Are

Family, Wealth & Legacy's strategically curated team members are ready to assist you though every phase.
Get to know us & find important contact information below.

Your Advisors

Thomas Smith

Thomas Smith

Retirement Plan Specialist

585-734-6500

585-271-4764

Daniel  Prisciotta

Daniel Prisciotta CFP®, CPA*, CBEC®

Director of M&A and Investment Banking

585-350-7273

Timothy  Johnson

Timothy Johnson J.D.*, CRPC

Chief Investment Strategist

585-350-7273

Your Service Team

Amy Kennedy

Amy Kennedy

Client Relations Manager

(585) 350-7273

(585) 271-4764

Kristina Rocci

Kristina Rocci

Director of Marketing & Executive Producer of the Family Biz Show

Your Planning Team