Our Team

Building an Organization to Better Serve You

At Angelo Planning Group, we’re dedicated, down-to-earth, and share a deep commitment to helping people from all walks of life. Our team is growing to serve you better, adding seasoned advisors along with rising young talent who bring fresh perspectives and specialized knowledge. With four convenient offices across the Rochester area, we’re always close by, ready to connect, converse, and collaborate.

Ralph Angelo

Ralph Angelo

Managing Partner

Sara Anderson

Sara M. Anderson

Executive Assistant

Sara Chapman

Sara Chapman

Client Relations Manager

Mary Coon

Mary Coon

Executive Assistant

Robert Dornan

Robert A. Dornan

Senior Partner

Kyle Downey

Kyle Downey

Senior Partner

Corena Fantauzzo

Corena Fantauzzo

Executive Assistant

Matthew Fischer

Matthew S. Fischer

MBA, Senior Partner

Larry Giangreco

Larry Giangreco

Partner

Emmy Hillegeer

Emmy Hillegeer

Client Service Manager

Ben Hintz

Ben Hintz

Partner

TD Ierlan

TD Ierlan

Client Service Manager

Peter Knittle

Peter M. Knittle

Senior Partner

Zach Koch

Zach Koch

Partner

Dan Masino

Dan Masino

MBA, Partner

Elliott Morse

Elliott Morse

Partner

Robert Morse

Robert P. Morse

CFP®, ChFC®, Senior Partner

John Podleski

John Podleski

CPA, CFP®, Senior Partner

Anne Semel

Anne Semel

Front Office and Advisory Support Coordinator

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Our Commonwealth Partnership Provides Added Support

Our Extended Team

Our RIA-Broker/Dealer

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Commonwealth Research Team

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Commonwealth Advanced Planning Team

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Commonwealth Retirement Team

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The Real Work Begins Now

The team at Angelo Planning Group offers real-world experience to help you make your financial dreams a reality. Schedule a meeting to get started.

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