Our Team

Greg Schaller, CRPC®, CPFA Managing Director/Investments

Greg Schaller, CRPC®, CPFA
Managing Director/Investments

Following nearly 20 years at Merrill Lynch, Greg joined Stifel in 2019 as a founding member of the SZK Wealth Advisory Group.  He has spent his entire career in the investment industry, after earning a B.B.A. from St. Bonaventure in 2000. 

Greg and his team focus on customized wealth planning and risk mitigation strategies for retirees, business owners, and executives.  In addition, Greg focuses on cash management needs and retirement planning strategies for the team's corporate clients.

Greg holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA).

Outside of the office, Greg is highly active throughout his community.  He is a member of the St. Bonaventure alumni association, where he served as the Rochester, New York, alumni chapter president from 2005 to 2011.  He is on the board of the IACKids Foundation, a local non-profit that helps families enduring financial hardships due to their child's severe illness.   He also volunteers as a basketball coach in the Catholic Youth Organization.  He and his wife, Janet, have been married since 2004, and reside in Hilton with their two children, Giuliana and RJ, and dog, Charlie.

 


 

John P. Zicari, CFP®, CPFA Associate Vice President/Investments

John P. Zicari, CFP®, CPFA
Associate Vice President/Investments

John joined Stifel in 2019, with Managing Director/Investments Gregory Schaller and Client Relationship Manager Jennifer Knapp, to form the SZK Wealth Advisory Group.  Backed by Stifel's robust capabilities, John offers a full range of investment, retirement planning, insurance, and lending services to business owners, professionals, corporate executives, and affluent families.  He helps his clients build and manage customized investment plans with their unique goals at the heart of all his guidance. 

Having attained the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Plan Fiduciary Advisor designation, John has received in-depth training on the duties of good faith and standards of care.  He believes that his ongoing education enables him to gain a deeper understanding of his clients' unique situation and therefore build, implement, and review cohesive, tailored wealth management plans for the clients he serves.

Outside the office, John supports Nancy & Friends Fighting Cancer, an organization that was founded by his family in 2002 in memory of his sister, Nancy, who they lost to cancer.  He also serves on the advisory board of the James P. Wilmot Cancer Institute.  He enjoys golfing, spending time in the 1000 Islands with family, and cheering on the Buffalo Bills.  He resides in Webster with his wife, Georgiana, their children, John Rocco and Gia, and dog, Cooper.

 


 

Jennifer Knapp, AWMA® Client Relationship Manager

Jennifer Knapp, AWMA®
Client Relationship Manager

Jenn graduated from St. John's University in 2003, where she earned a B.S. in Journalism.  She began her career in the financial industry as an Administrative Assistant at Goldman Sachs in New York City until she moved to Rochester to join Merrill Lynch in 2007.  After 12 years with Merrill Lynch, she joined Stifel with the SZK Wealth Advisory Group, serving as Client Relationship Manager.  She also holds the Accredited Wealth Management AdvisorSM (AWMA®) designation from the College for Financial Planning.

Jenn enjoys playing soccer and riding horses.  She owns a Dutch Warmblood named Firle Place. She and her husband, Joe, reside in Pittsford, New York, with their daughter, Sydney, and their son, Landon.

 

 



 

Nicole Gillette  Client Service Associate

Nicole Gillette
Client Service Associate

Nicole began her financial services career as a Client Associate with Merrill in 2016, where she provided high-quality operational support to a team of financial advisors.  After four years at Merrill Lynch, she joined Stifel with the SZK Wealth Advisory Group.  She provides proactive support to provide an outstanding client experience. Virtually everyone who calls our office is familiar with Nicole.  She works directly with clients, addressing a wide range of administrative requests and offering knowledgeable support on their behalf.

Nicole studied Fine Art Photography from 1999 to 2003 at Rochester Institute of Technology.  In 2002, she spent a semester abroad studying Fashion Photography in Paris, France.  She spent the first 15 years of her career as an assistant buyer for a women's boutique in Brighton, New York. 

While raising three wonderful girls, Nicole and her husband, Greg, enjoy traveling and spending quality time with their family and friends.

 

“I love the amazing relationships that we have built with our clients, and I feel fortunate to work with such an extraordinary team.”

 


 

 Julie Camp Client Service Associate

Julie Camp
Client Service Associate

Julie graduated from the State University of New York at Brockport, where she earned a B.S. in Business Management.  She began her career as an inside sales representative at Avnet Electronics and was then fortunate enough to stay home to raise her children.  In 2007, she started a gift basket business.

Julie joined the team at Merrill Lynch in 2017 as a client associate.  In 2019, she joined Stifel and the SZK Wealth Advisory Group as a Client Service Associate.  She assists clients with administrative issues, organizing client events, and strives to address client matters in a quick and efficient manner.  

In her free time, Julie enjoys playing tennis and spending time with family and friends.  She and her husband, Travis, reside in Macedon, New York, and have three children, a daughter, Alex, and two sons, Jack and Joseph.

 

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust.  Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.