Our Team

A team built on integrity and shared values.

“My vision as we developed APG was to put together a team of experts in all areas of financial planning. Many advisors must be “Jack of all trades, but master of none.” I wanted to have our clients receive high level advice in any area of concern. Over the years, I have assembled a team of experts in Estate Planning, Investment Management, Insurance Planning, Senior Planning, and Qualified Plan Advisory.”

– Ralph Angelo

Sara M. Anderson

Ralph Angelo

Rochelle Bober

Lindsey Christa

Rob Conderman

Mary Coon

Rebecca Cravatta

Robb Delisanti

Robert A. Dornan

Kyle Downey

Shannon Farraro

Matthew S. Fischer, MBA

Sarah Fuller, CFP, CASL

Connie Gilderhus

Todd Harris

Emmy Hillegeer

Peter M. Knittle

Sue LaPrade

Daniel McAvoy

Stephan P. Meier

Whitney W. Merrill, CFP®

Robert P. Morse, CFP, ChFC

Joseph Palma

John Podleski, CPA, CFP

Brian Provost

Shawn Richards

Melissa Rigdon

Sara M. Anderson

Assistant to Peter Knittle

Sara joined Angelo Planning Group, LLC as Peter Knittle’s assistant. She graduated from Oswego University and holds the series 6, 7, 63 and life insurance licenses. Sara previously worked for ESL Investment Services before coming over to Angelo Planning Group.

Sara lives in Rochester with her Husband and two children. She enjoys music, the outdoors, and spending time with family and friends.

Ralph Angelo

Managing Partner

E-mail: RAngelo@angeloplanninggroup.com
Phone: (585) 568-6912

Ralph is Managing Partner and the Director of Wealth Management and Estate Planning of the Angelo Planning Group, LLC. Ralph formed the Angelo Planning Group, LLC for the purpose of providing comprehensive financial planning to his clients. A carefully planned investment and insurance strategy can help clients achieve life, retirement and estate goals. Ralph provides clients with the information and tools necessary to devise strategies that can help clients reach their goals and help build their financial future.

Ralph is committed to his clients and his community. He coaches numerous sports teams in his community, is an avid sports fan and has a passion for the outdoors. He resides in Honeoye Falls with his wife Megan and their children Dilan, Drew, Shaye, and Luke.

Rochelle Bober

Administrative Assistant

Email: RBober@angeloplanninggroup.com
Phone: (585) 568-6912

Rochelle is a Rochester native and a graduate of Roberts Wesleyan College.   She currently resides in Penfield with husband, Tom, and has three children, Nicholas, Emily, and Chrissy. She enjoys walking, shopping, cooking, and reading.

Not a Registered Representative with American Portfolios Financial Services, Inc.

Lindsey Christa

Receptionist

Phone: 585-568-6907

Lindsey joined Angelo Planning Group, LLC in 2019. She has her associate’s degree in Theology, loves studying new materials and reading a surfeit of books. She has a passion for animals in need and enjoys volunteering at local animal shelters when she can.

Not a Registered Representative with American Portfolios Financial Services, Inc.

Rob Conderman

Partner

Email: RConderman@angeloplanninggroup.com
Phone: (585) 568-6969

In 2016 Rob was honored to have been selected by Dave Ramsey’s team to serve as a SmartVestor Pro covering the greater Rochester region. As a facilitator for Dave Ramsey’s Financial Peace University, Rob has helped many people through the steps of building wealth. By applying Dave’s financial principals, Rob’s clients are able to position themselves for success today and in retirement.

Experience: After a 15-year career with JP Morgan Chase, Rob left in 2009 to build his business as an independent financial advisor with the Angelo Planning Group, LLC. Rob’s clear focus is building life-long relationships with his clients. He strongly believes in the philosophy of guiding with the heart of a teacher.

Getting to know Rob: Rob enjoys spending his time with his wife, Tracy and two daughters Taylor and Jaden. He coaches both of his daughters’ soccer teams, the Cobras. He also plays racquetball, tennis, and golf. He and his family are active members in Hope Lutheran church.

Mary Coon

Executive Assistant

Phone: (585) 568-6906

Mary joined Angelo Planning Group, LLC in January 2013 and supports Robert Dornan and Matt Fischer, Partners, assisting them with administration and client service opportunities. Originally from Binghamton, NY, she now resides in Fairport. She enjoys pet sitting, cooking, wine tasting, traveling, yoga and quality time with family and friends.

* Not a Registered Representative with American Portfolios Financial Services, Inc.

Rebecca Cravatta

Administrative Assistant

Email: rcravatta@angeloplanninggroup.com
Phone: (585) 568-6908

Rebecca joined Angelo Planning Group in 2019 as an Administrative Assistant to the financial team working with client services. She has a bachelor’s degree in business management from Roberts Wesleyan College and has a background in the finance and human resources field.

Rebecca enjoys music, yoga, drinking craft beer and kombucha with friends and spending time with her family.

* Not a Registered Representative with American Portfolios Financial Services, Inc.

Robb Delisanti

Senior Partner

Email: RDelisanti@angeloplanninggroup.com
Phone: (585) 568-6904

Robb is a Senior Partner and the Director of Investment Management Accounts with the Angelo Planning Group, LLC. Robb is responsible for implementing and monitoring investments for clients in order to help them reach their investment goals. Robb has been a financial planner since 2001.

Robb is committed to providing his clients with the necessary information to assist them in making important financial decisions. Robb’s passion is money management and he has helped hundreds of clients properly manage their investments such 401Ks and IRAs. Robb believes that financial planning is a foundational step necessary to create proper portfolios for his clients.

Robb currently resides in Canadice, NY with his wife Betsy and their three children. He enjoys time with family and being outdoors.

Robert A. Dornan

Partner

Email: RDornan@angeloplanninggroup.com
Phone: (585) 568-6927

Graduated from Niagara University with a dual major in accounting and finance in 2009. He is pursuing his MBA at Rochester Institute Technology. He currently holds his series 7, 63, 65 and Life and Health Licenses.

Bob has over 10 years in the financial industry. He has worked with 2 of the big 4 accounting firms in the Rochester Area including Deloitte & Touche LLP, and PricewaterhouseCoopers. He has worked in both the assurance and advisory services area, including audit and personal income taxes. Throughout college Bob worked with the Angelo Planning Group in different respects including fund research and creating model portfolio allocations. Bob enjoys spending his free time with his wife Lisa, and sons Ashton and Carter.

Kyle Downey

Partner

Email: KDowney@AngeloPlanningGroup.com
Phone: (585) 292-9880
Office: 100 White Spruce Blvd Ste. U304, Rochester, NY 14623

Kyle Graduated from Siena College in 2012, where he played Division 1 Basketball and made 2 NCAA tournament appearances for the Saints. At Siena, he studied Finance and Economics. Kyle currently holds his Series 7, 66 and Life and Health Licenses.

Kyle believes that full financial planning is based on thoroughly understanding client’s financial needs, goals and developing a trusting relationship is the key in successful financial planning. Kyle understands that every client’s situation is different, and requires working closely with them throughout their career, to give sound advice as their needs and goals change over time.

Kyle has lived in the Rochester area his entire life and grew up in Fairport. He comes from a very close and athletic family. Both his brother, Kevin and sister, Christa, were collegiate stars at Canisius and Nazareth, respectively. Both his parents, Linda and Tom, we’re also esteemed high school coaches at Livonia High School in Volleyball and Basketball, respectively. Kyle lives in Rochester with his wife, Kayleigh, and still plays competitive basketball and golf. He also trains and coaches developing basketball players throughout the area.

Kyle’s office is located at: 100 White Spruce Blvd Ste. U304, Rochester, NY 14623

Shannon Farraro

Administrative Assistant

Email: SFarraro@angeloplanninggroup.com
Phone: (585) 568-6950

Shannon is a practice management specialist with our firm. She has been working with our advisors in this capacity since 2008. She assists with a range of client services and issues. Her primary role is to assist advisors with administration and client service opportunities.

She is a Rochester native and currently resides in Greece with her husband John, and their dog Sky. She enjoys cooking, shopping and spending time with her friends and family.

* Not a Registered Representative with American Portfolios Financial Services, Inc.

Matthew S. Fischer, MBA

Partner

Email: mfischer@angeloplanninggroup.com
Phone: (585) 568-6933

Matt graduated from St. Bonaventure University in 2009, earning his Master of Business Administration and Bachelor of Business Administration degrees. Matt has been in the financial services industry for over 10 years, spending the first five years of his career at PricewaterhouseCoopers before joining the Angelo Planning Group in 2014.

Matt focuses on portfolio management and custom wealth preservation strategies for retirees, working professionals, and small business owners.

Matt lives in Webster, NY with his wife, son and daughter.

Sarah Fuller, CFP, CASL

Senior Partner

Email: SFuller@angeloplanninggroup.com
Phone: (585) 568-6919

Sarah holds Certified Financial Planner and Chartered Advisor of Senior Living designations. She is a Senior Partner and has over 30 years of experience in the Financial Service Industry.

Sarah caters to the unique needs of senior clients covering such items as financial, health, psychological and sociological issues. She is a firm believer of providing professional service with integrity, objectivity, confidentiality, and professionalism.

Sarah graduated from SUNY Brockport with a Bachelor’s Degree in Business Administration and a minor in Health Economics. She is an outdoor enthusiast and enjoys downhill skiing, golfing and hiking with her dog.

Connie Gilderhus

Todd Harris

Registered Principal

Email: THarris@angeloplanninggroup.com
Phone: (585) 568-6913

Todd serves as the Registered Principal for the Angelo Planning Group, LLC. He is also a Senior Partner and holds the FINRA Registration Series 24 Principal License. Todd graduated from Syracuse University Phi Beta Kappa and Summa Cum Laude with a Dual Masters Degree in Chemistry and Science Education. Prior to joining the Angelo Planning Group, LLC, Todd taught Earth Science, Biology and Chemistry for 5 years at York Central School and 9 years at Honeoye Falls-Lima Central School. Todd coached Track & Field and was a five-time Section V Coach of the Year.

Todd enjoys skiing, biking , and basketball, as well as various home improvement projects.

Emmy Hillegeer

Director of Marketing

Email: ehillegeer@angeloplanninggroup.com
Phone: (585) 568-6943

Emmy has been with Angelo Planning Group, LLC for over 12 years. She has her bachelor’s degree in business management from St. John Fisher College and is our Director of Marketing at the firm. She focuses on the development and implementation of all the organizations marketing strategies, marketing communications, and public relations activities. Emmy also helps with the client on boarding process, recruitment and client support materials. She lives in Mendon with her husband and 2 sons.

* Not a Registered Representative with American Portfolios Financial Services, Inc.

Peter M. Knittle

Partner

Email: PKnittle@angeloplanninggroup.com
Phone: (585) 568-6911

Peter graduated from Empire State College with a bachelor’s degree in Finance. He currently holds a series 7, 6, 63, 65, 26, life insurance, and accident and health insurance licenses. He has worked in the industry for over 17 years. Peter previously worked for ESL Investment Services before coming over to Angelo Planning Group.

Peter lives in Henrietta with his wife and three kids. He is very active in youth sports coaching and volunteering.

Sue LaPrade

Daniel McAvoy

Associate

Email: dmcavoy@angeloplanninggroup.com
Phone: (585) 319-4494
Office: 100 White Spruce Blvd Ste. U304, Rochester, NY 14623

Daniel Graduated from Siena College in 2018, where he played Division 1 Lacrosse. At Siena, he studied Finance.

Daniel believes that true financial planning is getting to truly know their client so they understand what the client’s financial needs and goals, for retirement, insurance, and college planning would be. Daniel believes that developing a trusting relationship with clients is the key in successful financial planning. Daniel understands that every client’s situation is different and that situations can change in a matter of a second, so working closely with clients throughout their career and having good communication allows for Daniel and the client to reach their goals.

Daniel has lived in the Rochester area his entire life and grew up in Fairport. He comes from a very close and athletic family. Daniel has one brother that is currently playing Division 2 Lacrosse at Tampa University. Both his parents, Jennifer and Todd, also grew up in Fairport playing sports, while Todd also played football in college. Daniel lives in Rochester and still plays competitive lacrosse throughout the year and also coaches Junior Varsity Lacrosse for Fairport High School.

* Not a Registered Representative with American Portfolios Financial Services, Inc.

Stephan P. Meier

Partner

Email: SMeier@angeloplanninggroup.com
Phone: (585) 568-6996

Prior to joining the firm in 2007, Stephan honorably served the United States Navy and then earned his Associates Degree (Highest Distinction Graduate) from Bryant & Stratton Business Institute in Buffalo, NY.

Stephan relocated to Rochester in 1985 to begin his professional career at Eastman Kodak Company. During his 22 year tenure, Stephan supported many financial organizations, supply chain management and also earned his Bachelor’s Degree from Nazareth College of Rochester.

Stephan holds FINRA Securities Registration Series 7 and 66 licenses as well as NYS Life and Health. He is also licensed to offer securities and advisory services in New York, New Jersey, Florida, Virginia, North Carolina and Alabama.

Whitney W. Merrill, CFP®

Partner

Email: wmerrill@angeloplanninggroup.com
Phone: (585) 568-6940

Whit earned his BA from Union College (Schenectady, NY) in 1994. He holds FINRA securities licenses 63, 65, 24, 7 and NY, CT, and PA State Insurance Licenses.  He has clients in over 10 different states and has been selected to open and lead APG’s Southern Office, sometime in 2021, in the Raleigh, NC area.  He has been in the financial services industry for over 26 years. He has a unique background, as he started in the Financial Services Industry as a Wall Street Institutional Sales Trader for 7 years at 2 major firms in Chicago and New York City.

Whit’s education, experience, and professional affiliations have fostered his practical approach to offering financial products and planning services to his clients. Rather than just recommending a combination of unrelated products, first he’ll consider your specific financial goals and investment objectives. Working together, the client(s) and Whit’s team will formulate a strategy to help address your goals

Maintaining a strong sense of community and a solid professional foundation are very important to Whit. Whit’s community activities and professional affiliations include:

Awarded title of Retirement Planning Specialist based upon successful receipt of a Certificate in Retirement Planning from Wharton School of Business. • CERTIFIED FINANCIAL PLANNER™ • Five-Time National Leadership Corp. Member and Two-Time Centurian, Member of Sterling Group of AXA Advisors from 2008-2010 • Member of Mary Magdalene Roman Catholic Church, Apex, NC

Whit lives in Apex, North Carolina with his wife and three children. He enjoys the outdoors, volunteering in our community, ice skating, coaching youth sports, being a guest speaker at his children’s schools on finance, and reading.

Robert P. Morse, CFP, ChFC

Senior Partner

Email: RMorse@angeloplanninggroup.com
Phone: (585) 568-6977

Bob has been in the financial industry for more than 35 years and has received his Certified Financial Planner and Chartered Financial Consultant designations. He focuses on advanced financial strategies which include retirement planning, risk management, investment analysis and Medicare planning.

Bob enjoys spending time with his wife and two children, reading, biking and golfing.

Joseph Palma

Partner/Investment Advisor Representative

Email: JPalma@angeloplanninggroup.com
Phone: (585) 568-6999

A 1990 graduate of Niagara University, holds FINRA securities and advisory Series 7 & 66, as well as NYS life and health insurance certificates. Licensed to advise in NY, NJ, CT, NC and TX.

“I was born and raised in Rochester NY and proud of the boutique investment management practice I’ve built from the ground up since 2007. The experience that I strive to provide to every client is a collaborative relationship-based partnership, not just a series of transactions. Honesty, sincerity and a personalized approach helps set me apart from my competitors. It is not uncommon for client engagements to evolve into meaningful friendships over time. It is these deep relationships upon which my practice was built and continues to grow today. Earning trust and applying faith and family values into my practice is something I’m proud of and believe that clients have come to expect and appreciate.”

John Podleski, CPA, CFP

Senior Partner

Email: Jpodleski@angeloplanninggroup.com
Phone: (585) 568-6914

Whom do I serve and how can I help? It is all about you and your family as you live your lives and seek your dreams.

Each family desires a comfortable retirement at a date of their choosing. There are many facets of life that we all face that can impact our plans. I seek to utilize my experience and the experiences of my team to educate and guide you in an unbiased manner where you are always first and foremost.

Think of areas that truly can cause stress or impact your plans. Some can be planned for, while others are risks that we can only try to protect ourselves where feasible. Some concerns you and your family may have are:

How can I afford to send my children to college? Will I run out of money during retirement? Are my investments in harmony with my goals, or am I taking too much risk? Taxes are a burden, so can I legitimately reduce them? What if I need to help my parents? How could I deal with the impact of a devastating illness or dementia? Cybersecurity impacts us every day, so how can I protect my family? I have helped my client’s deal with each of these issues and more.

I seek a long term relationship with my clients and their family. I will spend whatever time is required to truly know you and your family. We will work together to determine how to get to where you desire along with realizing everyone’s goals need to be reviewed and updated periodically so together we can assess what may

Brian Provost

Partner

Email: Bprovost@angeloplanninggroup.com
Phone: (585) 568-6970

Brian is a Partner of the Angelo Planning Group, LLC and has been in the financial industry for over 15 years. He has focused his practice on working closely with families to help piece together their “financial puzzle,” and ensure they are on track to accomplish all their financial goals. He does this by understanding each client’s unique situation and provides them with a plan that is tailored to their specific needs.

Brian’s services include retirement planning, insurance planning, college planning, asset management, and estate planning. By working in conjunction with the other specialists in his group, he is able to provide the highest level of service in each planning area while concentrating on strengthening the relationships with his clients to gain a greater understanding into their situation.

Brian has lived in the Rochester area his whole life, and currently resides in Pittsford with his wife and three children. He enjoys golfing, reading, and spending time with his family.

Shawn Richards

Partner

Email: SRichards@angeloplanninggroup.com
Phone: (585) 568-6920

Shawn graduated from Rochester Institute of Technology (RIT) with a Bachelors Degree in 2000. He has extensive experience working with public school and non-profit employees. Shawn is proficient in N.Y. State Pension issues, 403(b) and 457 deferred compensation plans.

Shawn believes that all good plans are the result of creating a close relationship with the client, their families, and other professionals. He seeks to understand before he seeks to be understood. The financial plans Shawn creates are a result of listening to his clients’ concerns and goals, and helping to educate them on how to best protect and provide for their families.

Shawn grew up in New Hampshire and has lived in Rochester for almost twenty years. He lives in West Henrietta with his wife and daughter. He enjoys cooking, food/wine as well as sports, reading and music.

Melissa Rigdon

Administrative Assistant

Email: MRigdon@angeloplanninggroup.com
Phone: (585) 568-6988

Melissa has her Bachelor of Science in accounting from the College at Brockport. She started with the firm in 2017. She has various roles assisting advisors and clients. Melissa enjoys spending time with her kids, family, and friends.

* Not a Registered Representative with American Portfolios Financial Services, Inc.