Our Team

Certified Financial Planner™ Practitioner, Senior Financial Advisor, Branch Owner/Operator

I have been a financial advisor since 1999. In 2013, I partnered with Lincoln Investment to open and operate a full-service branch office in Fairport, NY. 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 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.

Meghan Schneible, C.F.P.®

Contact me:
mschneible@lincolninvestment.com
(585) 678-9440 (work)
(585) 233-5405 (cell)

Book Meghan via Calendly

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.

Keri Vacanti, FPQP®

Contact me:
kvacanti@lincolninvestment.com
585-678-9440

Operations Leader

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Lindsay Brooks

Contact me:
lbrooks@lincolninvestment.com
585-678-9440

Senior Financial Advisor

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 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.

Terri Trotta, C.P.A.

Contact me:
ttrotta@lincolninvestment.com
585-217-1173

Robert Rosenberg

Frances Lupiani

Noah Fehrenbach

Senior Financial Advisor

I develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility. I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help

I hold FINRA Series 6, and 63 securities registrations and life and health insurance licenses.

Contact me:
rrosenberg@lincolninvestment.com
585-330-9592

Senior Financial Advisor

I want to play a central role in helping you achieve your life goals. I understand the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, I develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.

I hold FINRA Series 6, and 63 securities registrations and life and health insurance licenses.

Contact me:
flupiani@lincolninvestment.com
585-721-9065

Senior Financial Advisor

I understand the important role a financial advisor plays in helping individuals and families achieve their life goals. As your professional partner, I can provide;

Lifetime Needs Analysis where I develop financial solutions for clients as they progress through their careers on into retirement.
Personalized Strategies and Solutions, designed to help achieve your financial goals.

Whether it be one goal or multiple, I am here to help.

I attended the State University of New York at Albany and earned a Bachelor of Arts degree in English and History. For over 25 years, I have held FINRA Series 6, 63 securities registrations consecutively, and New York State Life, Accident, and Health insurance.