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 designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor 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 began his financial career at Merrill Lynch in 2013. He later 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, placing their interests first.
John has attained the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Plan Fiduciary Advisor designation. His ongoing education enables him to gain a deeper understanding of his clients’ unique situation and therefore build and implement cohesive, tailored wealth management plans for the clients he serves, periodically reviewing with them for their changing needs.
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.
After 12 years with Merrill Lynch, Jenn joined Stifel in 2019 with Gregory Schaller and John Zicari to form the SZK Wealth Advisory Group. 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 and joined Merrill Lynch in 2007. She also holds the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning.
Jenn enjoys playing soccer and riding horses. She has a Dutch Warmblood/Thoroughbred named Firle Place. She and her husband, Joe, reside in Pittsford with their daughter, Sydney, and their son, Landon.
Tom joined the SZK Wealth Advisory Group in 2022 after seven years as a Vice President with J.P. Morgan Private Bank. Today, he offers a full suite of services to individuals and families surrounding their short- and long-term goals. By understanding each client’s goals and intent for their wealth, Tom is able to provide customized guidance to help them work toward those objectives.
Tom has been in the investment industry for more than 10 years. He previously worked as the Head of Investor Relations for a hedge fund based in Rochester, New York, and as a Financial Advisor for Merrill Lynch, working closely with high-net-worth clients and families. Tom earned a B.A. in Economics from the University of Iowa and an M.B.A. from DePaul University’s Kellstadt Graduate School of Business in Chicago, Illinois, with a concentration in Finance and Investment Management.
Since moving to Pittsford, with his wife, Katie, a native of the area, Tom has been an active participant in the local community through philanthropic efforts and volunteer work. He is a member of the George Eastman Circle, benefitting the University of Rochester, and an active volunteer with the Junior Achievement of Central Upstate New York. He also previously served as a board trustee for the Hillside Children’s Foundation. Tom, Katie, and their two kids, Hugh and Brooke, enjoy spending time on Canandaigua Lake and traveling in their spare time.
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 three 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 2002 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, where she resides.
While raising three wonderful girls, Allie, Kaela, and Cora, Nicole and her husband, Greg, enjoy traveling and spending quality time with their family and friends.
Julie graduated from the State University of New York at Brockport, where she earned a B.S. in Business Administration with a concentration in 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 and have three grown children, a daughter, Alex, and two sons, Jack and Joseph.