I have been in the financial services business for over 24 years, and am the senior member of The Schoff Group, a team of highly trained professionals concentrating our efforts in the areas of private wealth management and corporate services. In my wealth management practice, I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. My team also manages exclusive relationships with an impressive list of public corporations.

• Ranked 21st out of 100 in Barron's 2009 Top Financial Advisors for New York State
• One of the few advisors nationwide designated as a Equity Plan Advisory Services Lead Financial Advisor

• B.S., Cortland State University

• Series 7, General Securities Representative
• Series 31, Managed Futures Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of New York, Life and Health Insurance Licensed

• I live in Pittsford, NY a suburb of Rochester
• Enjoy spending time with my wife Susan, two boys Bryan and Robert
• My interests include various community and church related volunteer organizations as well as coaching youth sports, skiing, hunting, and fishing.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY