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
Family Wealth Advisor
(585) 350-7273
(585) 271-4764
michael.palumbos@lfg.com
Retirement Plan Specialist
585-734-6500
585-271-4764
Thomas.Smith@lfg.com
Director of M&A and Investment Banking
585-350-7273
Chief Investment Strategist
Your Service Team
Practice Manager
hope.thompson@lfg.com
Client Relations Manager
amy.kennedy@lfg.com
Director of Marketing & Executive Producer of the Family Biz Show
kristina.rocci@lfg.com
Your Planning Team
Advanced Planning Attorney
Director of Planning
Director of Business Planning
