Wisdom Rock Financial Advisory Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Jim Keys

APMA

Financial Advisor

Visit Jim Keys's website

Christopher Neitz

APMA

Private Wealth Advisor

Visit Christopher Neitz's website

Mike Keys

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mike Keys's website

Cynthia Van Dien

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Cynthia Van Dien's website

Andre Rene

Financial Advisor

Visit Andre Rene's website

Nicholas DAngelo

Financial Advisor

Visit Nicholas DAngelo's website


Team

Paul Stack

Paul Stack

Financial Planning Specialist,

Investment Specialist

Qualifications

  • Previous experience: Teacher, Eastridge High School, 31 years.
  • Education: University of Pennsylvania, MS Ed. Fordham University, BA Economics
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Lisa Brenon

Lisa Brenon

Client Service Specialist,

Operations Manager

Roles & Responsibilities

  • Operations in Watertown, NY
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Sandra Ritchie

Sandra Ritchie

Client Service Specialist

Roles & Responsibilities

  • Planning Deliverables in Rochester, NY
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Tammy Keys

Tammy Keys

Event Planner

Roles & Responsibilities

  • Events for all offices.
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Margie Micca

Margie Micca

Office Manager

Emily Macchiano

Emily Macchiano

Executive Assistant

Lori Mc Elhearn

Lori Mc Elhearn

Office Manager