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Experienced Team

ESL doesn't trust your future with just anybody. And you wouldn't want to either. With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. Our experienced financial professionals will work with you to assess your financial priorities and provide appropriate strategies and tools to help you reach your goals.

If you have any questions about your current financial situation or wish to schedule an appointment, call us at 585.339.4475 or 800.814.5884 or visit your local branch.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Leo  Iacobelli

President & COO, ESL Investment Services, LLC

Peg  Gaston

Investment & Planning Services Manager

Colby  Khuns

Business Development Manager

Erik  Schwarz

Wealth Manager

Joe  Barcellona

Cobblestone Office
Wealth Manager

Mary Anne  Barcellona

Webster Office
Wealth Manager

David  Borrelli

Chestnut and State Street Offices; Latta Wealth Center
Wealth Manager

Allen  Cantoni

Canandaigua and Long Pond Offices; Latta Wealth Center
Wealth Manager

Natalie  Estabrooks

Chili Office
Wealth Manager

Christian  Gehlen

Canandaigua and Long Pond Offices; Latta Wealth Center
Wealth Manager

Ben  Geist

Brockport Office
Wealth Manager

Mindi  Lenzi, CPFA

Pittsford and Twelve Corners Offices
Wealth Manager

Devon  Nolan

Mt. Read Office and Latta Wealth Center
Wealth Manager

Sheldon  Walker

Ridgeway Office and Latta Wealth Center
Wealth Manager

Robert S.  Walker III, CFP®, ChFC®, RICP®

Fairport and Merchants Offices
Wealth Manager

Dustin  Baker, CFP®, ChFC®, RICP®, CLU®

Penfield and Newark Offices
Financial Consultant

Aaron  Brown

Cobblestone and Webster Offices
Financial Consultant

Sarah  Campbell

Irondequoit and Culver-Ridge Offices
Financial Consultant

Rohini  Daliya

Merchants Office
Financial Consultant

Collin  Hawes

Batavia and Geneseo Offices
Financial Consultant

Brian  Murray

Brighton‐Henrietta Office
Financial Consultant

Salvatore  Paternico

Ridgeway Office
Financial Consultant

Norton  Suda, CFP®

Chili Office
Financial Consultant

Shevonne  Wroten

Brockport and Mt. Read Offices
Financial Consultant