Michael started his career in 1985 with IDS/American Express. He is a Certified Financial PlannerTM professional, Certified Fund Specialist, and Certified Long Term Care Specialist with a bachelor's degree from the University of Rochester. Michael specializes in Retirement Income Distribution and has spoken at a variety of seminars, radio shows and industry conferences with key emphasis on planning, understanding client needs and behaviors, market trends, tax changes, long term care and investment strategy.
Michael lives in Fairport, NY with his son Max. Mike is an avid reader and is an advocate to the special needs community. In his spare time you will find him working out, enjoying the beauty of western New York or traveling the world.
Michael services all clients as a team, with the support of the Charleton Financial staff. They strive to provide an unmatched client service experience, and ultimately provide clients with the tools they need to achieve the life they dream of - while working, during retirement, and as a legacy for generations to follow.
Adam joined Charleton Financial as an advisor in 2021 and has been in the industry since 2015. He is a graduate of SUNY Buffalo with a Bachelor of Science in Business Administration with concentrations in Financial Analysis and International Business. Adam is dedicated to working with his clients to help them achieve their financial goals and strives to provide exceptional customer service to every individual that he works with. Adam holds his Series 7, Series 66, and Life & Health licenses.
Adam lives in Fairport, NY with his wife Coren. He loves spending time with his family and friends. Adam enjoys watching football (Go Steelers!), basketball and baseball, and likes playing golf in his free time.
Tiffany joined the Charleton Financial team in July 2013. She is responsible for overseeing the daily operations, as well as marketing and relationship management at Charleton Financial. She received her MBA with a focus in Marketing and Management from Rochester Institute of Technology and began her career in advertising. She then went on to continue marketing in the financial services industry and has been in this field for over 15 years.
Tiffany enjoys spending time outside in the summer months with her husband Justin and sons Jaedyn and River. She's had a love for dance since she was 3 years old and danced for the St. Bonaventure dance team and semi-professionally for the Rochester Rhinos. Her guilty pleasures are watching General Hospital and reality shows.
You will likely hear from Tiffany often, as she coordinates all of our client events and is an integral part of all aspects of client service.