The Four Corners Group at Morgan Stanley

A CERTIFIED FINANCIAL PLANNERTM (CFP^®) with more than 31 years of industry experience, Mike enjoys helping families solve their financial challenges and achieve their long-term goals. His results-driven approach includes the development of a tailored wealth management plan and a commitment to ongoing education and outstanding service. Mike works with his clients to help simplify their financial lives, so they may enjoy the wealth they have created and leave the legacy they desire.

Growing up in Canaseraga, New York, Mike earned his B.S. degree in Economics/Finance from Alfred University, graduating magna cum laude. He began his career in financial services in 1987 at First Investors Corporation and joined Morgan Stanley 14 years later. In 2005, he earned the prestigious CFP^® designation, and in 2017, he received the firm’s Family Wealth Advisor certification. Both credentials demonstrate his commitment to professional development and ensuring a world-class client experience.

Mike’s disciplined process begins with asking the right questions and actively listening. This information serves as the foundation of a tailored plan that reflects each client’s goals for the future. He is always passionate about helping families fulfill their financial dreams. He takes pride in his ability to combine his knowledge and experience with personal warmth and patience to empower his clients to build and preserve the wealth they have worked so hard to achieve.

A strong believer in giving back, Mike is an active supporter of many local charities, including the Bivona Child Advocacy Center, Victor/Farmington Food Cupboard, Hope Hall, and Stroll for Strong Kids. He currently lives in Perinton with his wife, Adele. His son, James, has moved to Boston to start his finance career. Outside of the office, Mike loves travelling, sightseeing and genealogy research. An avid foodie, he enjoys cooking for friends and family, finding unique restaurants and good wine.

A seasoned professional with more than 35 years of experience, Mike has dedicated his career to providing customized advice to financially successful individuals, multi-generational families and retirees in Rochester and the surrounding areas. He concentrates on developing comprehensive financial plans that help empower his clients to effectively grow and manage their wealth, while shifting seamlessly to a tailored income strategy during retirement.

After graduating from State University of New York at Geneseo, Mike continued his studies, earning his M.B.A. in Business Administration from Rochester Institute of Technology. He began his financial services career at Merrill Lynch in 1983 and 11 years later joined Smith Barney, a predecessor firm to Morgan Stanley.

As a Financial Advisor, Mike’s mission is to guide his clients on the growth and preservation of their assets, while providing for current income and cash flow needs. His disciplined process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a custom strategy that reflects their lifestyle needs. Over the years, Mike has earned the reputation of being a strong advocate for his clients, helping them make important decisions to ensure a comfortable retirement and lasting legacy.

Mike currently lives in Fairport with his wife, Patti. They have three grown children. In his free time, he enjoys golf, working in the yard and vacationing in the Outer Banks.

An experienced Financial Advisor and CERTIFIED FINANCIAL PLANNERTM (CFP^®), Anmarie joined Morgan Stanley in 2000 and has been a vital member of the firm ever since. She focuses on helping individuals and families achieve their long-term goals. Her approach includes a disciplined planning process and a commitment to delivering tailored advice and ongoing financial education. She works to understand her clients’ goals and values, so she may develop appropriate strategies to help them achieve their objectives.

Anmarie made investing part of her life at a very early age, thanks to her father’s ongoing discussions about money and investing. When she started her first job, her dad introduced her to his stock broker, who insisted she contribute a percentage of each paycheck to a ROTH IRA. This good advice generated $12,000 by the time she graduated college, giving her the confidence to take control of her finances. While studying Economics at SUNY Geneseo, she made the decision to pursue a vocation that empowers individuals and families to achieve efficiency in time, energy and money. She began her career as a Client Service Associate and three years later took the steps to become a Financial Advisor. She earned her CFP^® in 2005 to provide clients with greater knowledge and understanding.

Anmarie takes pride in her ability to put complex investment strategies into action and effectively communicate these strategies using simple language. Above all, she focuses on creating trusting relationships, helping clients simplify their lives so they may pursue their dreams and enjoy the wealth they have created.

Anmarie and her husband John, live in Pittsford, NY and have four children, Gabrielle, Paul, Grace, and Carmela, who are very involved in school, sports programs, and dance. Outside of the office, Anmarie enjoys being part of her children’s various activities and supporting their colleges and high schools. Favorite activities include fitness and nutrition, attending concerts, hosting friends and being outdoors.

For nearly 35 years, he has worked with high net worth families in the Rochester area and across the country, providing a comprehensive approach to addressing their top financial concerns. He is dedicated to helping clients achieve their goals, which often include planning for a successful retirement and minimizing taxes through advanced asset management strategies.

Sean learned first-hand the power of financial planning from his father, who retired early due to health issues. This experience inspired Sean to follow a profession that would help individuals and families take the necessary steps to make sound financial decisions about their financial futures. With a B.A. degree in Finance from SUNY Brockport, Sean set out to become a financial advisor, where he could educate families about important financial concepts and techniques, helping to make a significant and profound impact on the quality of their lives. He began his career in 1984 at First Investors Corp, and joined Morgan Stanley in 2001. Five years later earned the prestigious CERTIFIED FINANCIAL PLANNERTM (CFP^®) designation.

Over the years, Sean has built a successful practice educating and advising families on how to better understand and manage their total financial picture. He believes investing should be based on a strategy that is easy to understand and easy to implement. Through a goals-based process and world-class resources, Sean works diligently to provide clients with clarity and confidence about their finances, so they may enjoy their wealth, while preparing efficiently for their retirement years. 

Originally from Rochester, Sean now lives in Pittsford with his wife, Mary, who is a physician. They have two daughters and a son-in-law who is a Nuclear Machinist Mate in the Navy. Outside of the office, Sean is an active volunteer with the YMCA and Stroll for Strong Kids. Favorite leisure activities include sailing, skiing and travelling.

Denise has worked with individuals, businesses and multigenerational families across the country for over 35 years.

Denise takes pride in advising clients through all stages of life, from education and retirement planning to insurance needs and estate planning. She believes plans designed specifically to meet the goals and needs of her clients are a result of taking time to listen and ask important questions. It is an ongoing process that requires open dialogue and periodic updates.

Denise is an avid reader of the Wall St. Journal and other industry periodicals. She has had a passion for business and investments since high school where she was an active member of the Future Business Leaders of America. Denise graduated from SUNY Albany with a Bachelor of Science degree in Business with a concentration in Finance. She began her career at Merrill Lynch in 1983 and eight years later took her talents to Morgan Stanley (formerly Smith Barney).

Denise and her husband live in Victor, NY. Denise enjoys jogging, gardening, reading and trying new vegetarian recipes.

Drawing on more than 20 years of experience in the financial services industry, Joelle provides a wide range of services for clients.

As a Portfolio Associate, she is responsible for managing the team's administrative and operational activities, handling the team's day-to-day workflow and client administrative requests.

Joelle is highly skilled in onboarding new clients, while deepening relationships with existing ones. Her many talents are grounded in her attention to detail, yet she is equally adept at handling client issues with both empathy and efficiency.

Joelle began her career in the financial services industry in 1997 at First Investors. Four years later, she joined Legg Mason, a predecessor firm to Morgan Stanley. Joelle holds the series 7 and 63 FINRA registrations and remains committed to continued professional development.

Joelle currently lives in Greece, New York with her husband, Rainer, and their two sons, Tyler and Andrew. Outside of the office, she enjoys spending quality time with friends and family, with an emphasis on her boys' education and extracurricular activities.

Josh joined Morgan Stanley in 2014. As a Consulting Group (CG) Analyst, Josh participates in overall business development of clientele by developing customized Financial Plans /Asset Allocation proposals, designing tailored reporting for new and existing clients, and creating and executing marketing strategies to attract new clients. He is also responsible for matters of technical policy and standards, presentation materials and performance measurement for technically advanced accounts.

Before joining Morgan Stanley, Josh served as a member of the marketing team at Angelo, Gordon, & Co., a registered investment advisor in NYC that specializes in alternative investments. Josh has also worked in various client relationship roles at the Summit Federal Credit Union in Rochester, NY.
As a graduate of St. Lawrence University, Josh holds a BA in Economics and is a member of the International Economics Honor Society, Omicron Delta Epsilon. He holds a NYS Life and Health Insurance License and is FINRA licensed 7 and 66.

Stefanie is our client service associate. She helps facilitate our clients service needs and assists with operation management for our team. She brings with her a strong focus on detail, high motivation, and an organized, friendly approach.

Stefanie grew up in Greece, NY and currently resides there. She went to MCC where she earned her associates in business administration then continued on to St. John Fisher University where she earned her Bachelor of Science in finance. Prior to joining our team Stefanie worked at Howard Hanna.

In her free time, she likes to bake, go on hikes with her Australian cattle dog and explore New York State parks.

Matthew is our Client Service Associate. He helps to deliver exceptional service for clients, while helping the team achieve operational excellence. Known for building trusted relationships, communication, attention to detail, and commitment to client satisfaction.

Matthew grew up in Victor, NY and currently resides there. He attended Penn State University, where he earned his Bachelor of Science in marketing. Prior to joining our team, Matthew worked in the sales department for a Buffalo startup called SelectFI. During college, he completed an internship with Enterprise.

Outside of work, Matt enjoys spending time with family while staying active by running, playing various sports, and fishing.