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Our Team
Meghan Schneible, CFP®
CERTIFIED FINANCIAL PLANNER® Practitioner, Senior Financial Advisor, Branch Owner/Operator
A financial advisor since 1999, I partnered with Lincoln Investment in 2013 to open and operate a full-service branch in Fairport, NY. I will work one-on-one with you to customize a financial plan that is customized to solve your financial problems and achieve your short and long-term financial goals. I attended the State University of New York College at Geneseo and earned a B.S. in Business Management. I hold FINRA Series 6 and 63 securities registrations, Life, Accident, and Health Insurance licenses, and I am a CERTIFIED FINANCIAL PLANNER® Practitioner.
Contact me:
mschneible@lincolninvestment.com
(585) 678-9440 (work)
(585) 233-5405 (cell)
Director of Operations, Financial Advisor, and Registered Principal
I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short and long-term financial goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs. I attended SUNY Brockport and earned a BA in International Business & Economics. I hold FINRA Series 6, 26, and 63 securities registrations and Life and Health Insurance licenses.
Contact me:
kvacanti@lincolninvestment.com
585-678-9440
Keri Vacanti, FPQP®
Senior Financial Advisor
I can help you create a financial plan, that can help solve your financial problems and achieve your short and long-term financial goals. I work one-on-one with my clients to understand their current financial situations and financial goals, then design and help implement a customized financial plan.
I attended SUNY Albany and earned a B.S. in Accounting. I hold FINRA Series 6, and 63 securities registrations, and Life and Health Insurance licenses. In addition to my securities licenses, I am a Certified Public Accountant (CPA). I have a growing tax practice that focuses on developing tax minimization strategies for my clients.
Contact me:
ttrotta@lincolninvestment.com
585-217-1173
Tax services are not offered through, or supervised by, the Lincoln Investment Companies.
Terri Trotta, CPA
Garrett Shambo
Financial Advisor
I attended St. John Fisher University and earned a B.S. in Finance with a focus in Retirement Planning. My job as a financial advisor is to work with you, listen to your financial goals and concerns, and build a personalized financial plan with solutions that address both.
I hold FINRA Series 7, Series 66 and NYS Life, Accident & Health Insurance license.
Contact me:
gshambo@lincolninvestment.com
585-353-4175
Nicholas Lapp
Financial Advisor
Contact me:
nlapp@lincolninvestment.com
585-200-2280
Sophia Greene
Financial Advisor
Contact me:
sgreene@lincolninvestment.com
315-383-0408
Financial Advisor and Co-Founder of Breathe Capital Planning
St. John Fisher College, B.S., Childhood & Special Education.
I hold FINRA Series 6, and 63 securities registrations and Life and Health Insurance licenses.
Contact me:
nfehrenbach@lincolninvestment.com
585-451-5823
Breathe Capital Planning is independent and not affiliated with the Lincoln Investment Companies.
Noah Fehrenbach
Julie Haers
Financial Professional and Co-Founder of Breathe Capital Planning
St. Bonaventure University, B.A., Journalism.
I hold FINRA Series 6, and 63 securities registrations and Life and Health Insurance licenses.
Contact me:
jhaers@lincolninvestment.com
585-703-0245
Breathe Capital Planning is independent and not affiliated with the Lincoln Investment Companies.
Pursue Your Financial Goals with an Experienced Team.
