Mark Jones
Mark Jones
FOUNDING PARTNER
Email: Mark@riseadvisorsgroup.com
Direct: 585-565-3486
WHAT YOU CAN EXPECT FROM ME:
First and foremost, honesty always. My financial planning and investment management practice centers around you as an individual, helping you find solutions to your most pressing financial issues. I specialize in providing personalized strategic solutions while walking every step of the journey with you. We're in this together!
MY QUALIFICATIONS:
I have 23 years of experience working with clients to help them solve their most pressing financial issues and working together to meet their long-sought goals. Since 2008, I have been a Certified Financial PlannerTM practitioner.
MY EDUCATION:
Cornell University (Ithaca, NY) - B.S. of Applied Economics & Management (2001).
St. John Fisher College (Pittsford, NY) - MBA, Bittner School of Business (2006).
PROUDEST ACCOMPLISHMENT:
Establishing and growing my amazing family with my wife Jessica.
PERSONAL:
In my free time, I try to spend as much time as possible with my wife and kids. I thoroughly enjoy playing competitive golf, watching sports, and jet skiing on the lake to relax. I am an avid reader and have both a love and appreciation for live music. I'm always on the lookout for that next moment when life stops us in our tracks and makes us take a second to stop, reflect, and appreciate.
FAVORITE QUOTE:
“Don't let yesterday take up too much of today.” ~Will Rogers
Zach Harrington
Zach Harrington
FOUNDING PARTNER
Email: Zach@riseadvisorsgroup.com
Direct: 585-565-3375
WHAT YOU CAN EXPECT FROM ME:
I’ve served as a Financial Advisor for nine years and I’m proud to be a Founding Partner of this firm. I believe in treating you as if you’re part of my family and that my success depends on your success. My role is to ask difficult questions and sometimes provide tough answers, but we will always walk side by side in your journey.
MY EDUCATION:
I hold a Bachelor of Science in Finance from Alfred University.
GIVING BACK:
I’m proud to serve on the Board for ROCovery Fitness, a charity that helps people battle addiction and achieve a better life through fitness. I serve on the Alfred University College of Business, Executive Advisory Board.
RATHER BE IN ROCHESTER:
I was born and raised here. I grew up and live in Greece with my wife, Mariah, and our two daughters, Isla and Rae. As far as I’m concerned, this is the place to be.
RISING ABOVE:
An older couple came to us. The husband had severe dementia and was unable to make decisions. In the discovery process, we realized there were no estate documents, power of attorney or health care proxies. We quickly got attorneys involved and worked hand in hand to finalize the documents just as the husband became terminally ill. By being proactive, we were able to protect a huge portion of the couple’s estate.
ART OF THE “WOW”
It’s important because it shows we’re listening and that we truly want to go beyond finances to connect with you as a person. To me, that connection is what a shared path is all about.
Stephanie Kelm
Stephanie Kelm
FOUNDING PARTNER
Email: Stephanie@riseadvisorsgroup.com
Direct: 585-565-3380
WHAT YOU CAN EXPECT OF ME:
I think it’s important to transform the idea of transactions in our client relationships. Of course, I became a CERTIFIED FINANCIAL PLANNERTM to excel at the business and financial aspect of what we do - and that includes tax planning, estate planning, investment management and more. But we can uncover better planning strategies and really hear what your personal goals are when we take the time to listen and really get to know your personal story, rather than trying to fit you into a product or service or plan that we've already created.
MY QUALIFICATIONS:
I started in the advisory space in 2013 and worked my way from the groud up. This helped me realize the importance of client relationships and working as a team. My proudest moments are when clients and the team appreciate the fact that I get done exactly what I say I'm going to do.
I am a learner. I enjoy absorbing information and putting that to useful solutions. This includes traditional learning, as well as learning from my clients, my partners, and others that I have the honor to talk with every day.
MY EDUCATION:
I earned my bachelor’s degree in Business Administration from SUNY Oswego. After passing and receiving my licenses, I moved on to receive the CFP® Certification.
NEW YORK STATE OF MIND:
I grew in the Finger Lakes and Cayuga Lake is one of my favorite places to be. There is nothing like waking up and looking out over the water to give you a clearer perspective. Whether it be any of the lakes I have lived on – Lake Erie, Lake Ontario and Cayuga Lake, being on the water with my husband Edward is my happy place.
FAVORITE QUOTE:
“She believed she could so she did.” - R. S. Grey
ROLE MODEL:
As a woman CFP® and business owner I have the opportunity to show my two daughters how hard work and dedication results in meeting your goals and what work/life balance is all about.
Danielle Quartaro
DANIELLE QUARTARO
OPERATIONS MANAGER
Email: Danielle@riseadvisorsgroup.com
Direct: 585-565-3429
WHAT YOU CAN EXPECT OF ME:
As Operations Manager, I am dedicated to ensuring seamless operations and exceptional client experiences. You can expect me to streamline processes, manage key systems and vendors, and support the team with effective policies, training, and resources. With a focus on efficiency, collaboration, and precision, I work to enhance operations while contributing to a culture of continous improvement and excellence.
MY EDUCATION:
I graduated from William Smith Colleges in 2015 with a bachelor’s in Media & Society and a minor in Sociology.
FAVORITE QUOTE:
“Do what you can with all you have, wherever you are.” – Theodore Roosevelt
FAVORITE READING GENRE:
Mystery/Thriller
Jenna Reiber
Jenna Reiber
CLIENT SERVICES ASSOCIATE
Email: jenna@riseadvisorsgroup.com
Direct: 585-565-3540
WHAT YOU CAN EXPECT OF ME:
I’m here to support the team’s day-to-day activities. And more importantly, I’m here to support you. Whether it’s helping you get your questions answered, scheduling a meeting, or preparing reports, I take pride in getting the job done in a way that works best for you.
MY EDUCATION:
I graduated from St. John Fisher University in 2016 with a Bachelor of Science in Education and a Bachelor of Arts in English, as well as an interdisciplinary studies minor. I graduated from Niagara University in 2019 with a Master of Science in Special Education.
FAVORITE QUOTE:
“The measure of intelligence is the ability to change.” – Albert Einstein
FAVORITE BOOK:
Pride & Prejudice by Jane Austen
Abigail Wilson
Abigail Wilson
CLIENT SERVICES ASSOCIATE
Email: Abby@riseadvisorsgroup.com
Direct: 585-565-3889
WHAT YOU CAN EXPECT OF ME:
I’m here to support the team’s day-to-day activities. And more importantly, I’m here to support you. Whether it’s helping you get your questions answered, scheduling a meeting, or preparing reports, I take pride in getting the job done in a way that works best for you.
MY EDUCATION:
I graduated from Alfred University in 2024 with a Bachelor's Degree in Marketing and a Minor in Business Analytics.
FAVORITE QUOTE:
“I can accept failure, everyone fails at something. But I can't accept not trying.” –Michael Jordan
FAVORITE MOVIE:
Top Gun: Maverick
Angelica Sudore
ANGELICA SUDORE
ASSOCIATE FINANCIAL ADVISOR
EMAIL: Angelica@riseadvisorsgroup.com
DIRECT: 585-565-3352
WHAT YOU CAN EXPECT OF ME:
In-depth support of the firm’s financial planning and investment management process, while continuing to expand my knowledge of financial planning – both at the individual and industry level.
MY EDUCATION:
I hold a B.S. in Accounting and an MBA from Alfred University.
FAVORITE QUOTE:
“Try to be the rainbow in someone else’s cloud” – Maya Angelou
READING RIGHT NOW:
The Great Gatsby by F. Scott Fitzgerald
Mark Lewis
Mark Lewis
FINANCIAL ADVISOR
EMAIL: Mark.Lewis@riseadvisorsgroup.com
DIRECT: 585-565-3490
WHAT YOU CAN EXPECT OF ME:
My passion is creating solutions to challenging problems. I will always focus solely on your best interest. I will know you as a person, and work with you to help you achieve your goals. My word is my bond, I will be loyal to you in all our interactions.
MY EDUCATION:
I hold a Bachelor of Science in Business and Public Management from SUNY Institute of Technology, and an MBA from Pacific Lutheran University. I have served on the faculty of Syracuse University, Troy University and Alfred University.
BEFORE RISE:
After 20 years as an active-duty Air Force officer, I worked for the New York Stock Exchange responsible for development and maintenance of all their computer software. After retiring, I moved back to Western New York and taught personal finance and investing at Alfred University and then became dean of the College of Business. I have nearly three decades of institutional fund investment oversight experience with both nonprofit endowments and employee pension funds.
GIVING BACK:
I currently serve as treasurer and trustee of two nonprofits. I volunteered with the Boy Scouts of America at the unit, district and council levels, was a Scoutmaster for years, and was honored to receive their Silver Beaver Award for service to youth.
NEW YORK STATE OF MIND:
I grew up in Allegany County. After working around the world in the Air Force, and a second career with the New York Stock Exchange, I returned to Western New York. I love hiking, camping, fishing, and canoeing on rivers and lakes in Western New York and Canada.
NONPROFIT ENDOWMENT MANAGEMENT:
Helping trustees achieve greater mission impact by improving fiduciary investment management is extremely gratifying.
FAVORITE QUOTE:
“Real change, enduring change, happens one step at a time.” - Ruth Bader Ginsburg