Wealth Management in New York

Rochester, NY

Wealth Management in Rochester

Address

One Bausch & Lomb Place, Suite 900
Rochester, New York 14604

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Hours

M – F: 8am – 5pm
Sat: Closed
Sun: Closed

Phone

Call us today at (585) 340-5200

Meet Our Team

Michelle Cannan, CPFA™, QKA®, QKC

Managing Director, Head of Company Retirement Plan Services

Rochester, NY

Michelle Cannan, CPFA™, QKA®, QKC

Managing Director, Head of Company Retirement Plan Services

Rochester, NY

Department: Advisors

Experience: Started career in 2004 

Education: Bachelor of Science in Chemical Engineering from Clarkson University 

The focus of Michelle’s career has been working with employer-sponsored retirement plans. She joined Beltz Ianni & Associates (now Modern Wealth Management’s Rochester, New York office) in 2018 and became a partner in 2020. Her career has also included stops at The Kraematon Group, Inc. and Paychex, Inc.  

At Beltz Ianni & Associates, Michelle led the retirement plan consulting team to assist retirement plan sponsors by providing plan design assistance and administrative and compliance support services. She guided clients through annual compliance requirements and plan audits. Michelle also performed plan fee benchmarking and fiduciary reviews to help clients work toward establishing and maintaining a diligent process. 

She lives with her energetic son, Ross; her supportive partner, Ryan; and their two cats, Zimba and Mo. Michelle likes playing tennis, trail running, and supporting Golisano Children’s Hospital. She’s a member of the National Association of Plan Advisors (NAPA) and the American Society of Pension Professionals & Actuaries (ASPPA). Michelle was recognized as one of the National Association of Plan Advisor’s (NAPA) Top Women Advisor Captains in 2021 and 2022. 

Leo Chiaraluce, ERPA, QPA, QKC, QKA®

Senior TPA Consultant

Rochester, NY

Leo Chiaraluce, ERPA, QPA, QKC, QKA®

Senior TPA Consultant

Rochester, NY

Department: Advisors

Experience: Started career in 2008 

Education: Bachelor’s Degree in Business Administration from Rochester Institute of Technology 

As a senior third-party administrator consultant at our Rochester, New York office, Leo’s primary responsibility is to be a partner to our plan sponsors to assist them with all their needs as it relates to their corporate retirement plan. Prior to joining Beltz Ianni & Associates (now Modern Wealth Management), he spent 15 years in the retirement services industry primarily serving as a TPA. He also spent five years working for a large recordkeeper/payroll provider gaining valuable insights into the inner workings of that segment of the industry. 

When Leo joined the Modern Wealth team, he was excited about the potential additional resources that could help him serve clients more efficiently and effectively as well as utilization of new tools that may allow us to add an element of automation and consistency to our offering while still preserving the hands-on customized experience for our clients. 

Leo is originally from southern Connecticut and moved to Rochester in 2001. He and his wife, Karalyn, have two kids, LJ (Leo John III) and Addison, and a chocolate lab, Mocha. His family life oftentimes revolves around youth sports and musical activities. They can often be found at an ice rink, ball field, golf course, or ski slope.  

Jean Dailey, CPA, CPC, QPA, QKC, QKA®, TGPC, CPFA™, ERPA

Managing Director, Executive TPA Consultant

Rochester, NY

Jean Dailey, CPA, CPC, QPA, QKC, QKA®, TGPC, CPFA™, ERPA

Managing Director, Executive TPA Consultant

Rochester, NY

Department: Advisors

Experience: Started career in 1986 

Education: B.S. in Accounting from Rochester Institute of Technology  

Jean is responsible for retirement plan consulting, design, and compliance support at our Rochester, New York office. She joined Beltz Ianni & Associates (now Modern Wealth Management) in 2014. Jean previously spent 18 years with EPIC Advisors, Inc., a national retirement plan record-keeping TPA, in a variety of senior level management roles.  

 Jean grew up on her family dairy farm with her parents and nine siblings in western New York. She and her husband, Jim, have three independent daughters, Elissa, Devin, and Taylor. Jean loves spending time with her daughters, grandchildren, brothers, and sisters. She thoroughly enjoys taking care of Taylor’s horses, sewing, reading, and gardening.   

 Being active in her community and giving back is very important to Jean. She’s a team captain for Team Devin for the Golisano Children’s Hospital Annual Stroll for Strong Kids. Jean is also a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the American Society of Pension Professionals and Actuaries (ASPPA). 

Kyle Dunn, CLU, ChFC

Managing Director, Executive Financial Advisor

Rochester, NY

Kyle Dunn, CLU, ChFC

Managing Director, Executive Financial Advisor

Rochester, NY

Department: Advisors

Experience: Started career in 2009 

Education: Bachelor’s degree from the University of Rochester  

Kyle arrived at Beltz Ianni & Associates (now Modern Wealth Management) after serving as a financial advisor at MassMutual. As he works our of our Rochester, New York office, Kyle is excited about the broader range of services that Modern Wealth will be able to provide clients, including tax and estate planning and a deeper bench for investment management. 

Kyle and his wife, Sonya Ellis-Dunn, have two dogs. Family is the most important thing in his life. Kyle’s favorite hobbies include golfing, boating, and skiing. He also serves on the board of the Estate Planning Council of Rochester.  

David Germano, CFP®

Managing Director, Executive Financial Advisor

Rochester, NY

David Germano, CFP®

Managing Director, Executive Financial Advisor

Rochester, NY

Department: Advisors

Experience: Started career in 1999. 

Education: B.S. in Finance from Ithaca College 

David is a CFP® Professional who spends the majority of his time working with physicians and medical practices. After graduating from Ithaca College, David worked side-by-side with his father, Donald Germano, for 17 years.

David’s community involvement includes serving as a member of Rochester Regional Health Foundation’s Board of Directors. He has previously served on the Board of Directors for the Center for Dispute Settlement, where he served as the board chair. David is an alumnus of McQuaid Jesuit High School and previously served on the school’s advancement committee. He is a member of the Estate Planning Council of Rochester, and is a past member of the Board of Directors.

David resides in Pittsford, New York, with his wife Chandra and their daughter, Briella.

Chris Hoffarth, ARPC

Retirement Plan Advisor

Rochester, NY

Chris Hoffarth, ARPC

Retirement Plan Advisor

Rochester, NY

Department: Advisors

Experience: Started career in 1996 

Education: Bachelor of Arts in Business Administration from SUNY Brockport 

Chris focuses on managing new and existing relationships by providing support to retirement plan fiduciaries and committees to help them improve employee benefits. He works out of our Rochester, New York office with plan sponsors in structuring and reviewing their retirement plans in coordination with outside plan administrators and other professional advisors. 

Before joining Beltz Ianni & Associates (now Modern Wealth Management), Chris was a Retirement Plan Services Manager with Wealth Enhancement Group, formerly QCI Asset Management. He has also worked for Burke Group, Fidelity, Paychex, and T. Rowe Price.   

He and his wife, Adrienne, have three sons. In his spare time, Chris enjoys spending quality time with his family, playing soccer, and experiencing live music. Chris is also a proud supporter of Golisano Children’s Hospital because of the work they do with sick children. 

Steve Howles, CFP®

Managing Director, Executive Financial Adviser

Rochester, NY

Steve Howles, CFP®

Managing Director, Executive Financial Adviser

Rochester, NY

Department: Advisors

Experience: Started career finance in 2007. 

Education: B.A. History from the University of Buffalo; M.S. in Finance from Rochester Institute of Technology 

Steve is committed to providing outstanding service to our clients and their families from our Rochester, New York office by helping them navigate changes to the markets, taxes, and their own goals. When Beltz Ianni & Associates joined Modern Wealth in 2024, Steve was excited about how Modern Wealth aligned with client-first culture of Beltz Ianni & Associates and could enhance their service offerings.  

Steve and his wife, Julia, are proud parents to two children, Jacob and Anneliese. His hobbies include being a student of the market, spending time with friends, and driving his tractor. He serves as a board member of the Rochester Childfirst Network and is excited to be a member of the Estate Planning Council of Rochester. 

Bob Newton, CPFA™, QPA, QKA®

Managing Director, Executive Retirement Plan Advisor

Rochester, NY

Bob Newton, CPFA™, QPA, QKA®

Managing Director, Executive Retirement Plan Advisor

Rochester, NY

Department: Advisors

Experience: Started career in 1989 

Education: Bachelor’s Degree in Management Science from Nazareth College 

Bob supports our business clients out of our Rochester, New York office with their retirement plan fiduciary risks and needs as well as their employee educational needs. When Beltz Ianni & Associates became Modern Wealth Management in 2024, he was excited that his clients would have access to a fully-rounded and supported retirement planning program. 

Bob and his wife, Kathy, have one son and three grandsons. He enjoys golfing, fishing, gardening, floating in a pool with a drink in hand and spending time with family and friends. 

He’s very passionate about supporting charitable causes, especially pediatric cancer research. One of his grandsons has already battled leukemia twice. Many fundraisers and events at Golisano Children’s Hospital that Bob and his colleagues support are focused on leukemia research. 

Tanya Silivestro

Client Service Manager

Rochester, NY

Tanya Silivestro

Client Service Manager

Rochester, NY

Department: Client Service

Experience: Started career in 1993 

Education: AAS Business Administration and Marketing from Broome Community College 

Tanya serves as a liaison between our clients and advisors from our Rochester, New York office. She takes the lead in managing day-to-day service and administrative office operations, from scheduling client reviews and presentation preparation to data management and reporting, as well as strengthening client relationships with the firm. Tanya is also a New York State notary.

Tanya and her husband live in Greece, New York, with their children, Anthony and Mariana, and mini goldendoodle, Cozmo. Family and faith always come first for Tanya. She also enjoys watching Buffalo Bills football, visiting local distilleries and wineries, cruising with her husband, and supporting Strong Children’s Hospital. Tanya serves as the president of the Spencerport Education Foundation and the Spencerport Cheer Parent Club along with being a member of the Spencerport Booster Club. 

Lindsay Valentino

Client Service Specialist

Rochester, NY

Lindsay Valentino

Client Service Specialist

Rochester, NY

Department: Client Service

Experience: Started career in 2007 

At Beltz Ianni & Associates (now Modern Wealth Management), Lindsay has been responsible for processing new business and preparing client service-related applications and forms out of our Rochester, New York office. She previously worked as an administrative assistant at Nationwide, Penn Mutual, and MassMutual. 

Lindsay is married with three children. She enjoys reading, baking, crafting, and supporting charitable causes, including Out of the Darkness for AFSP and Golisano Children’s Hospital. Lindsay is also a board member of the Spencerport Soccer Club. 

Riley Zimmerman

Retirement Plan Benefit Educator

Rochester, NY

Riley Zimmerman

Retirement Plan Benefit Educator

Rochester, NY

Department: Client Service

Experience: Started career in 2018 

Education: BA Education, BA History – SUNY Oswego 

Riley meets with plan participants, prepares meeting materials, and records educational materials while working out of our Rochester, New York office. He began working for Beltz Ianni & Associates (now Modern Wealth Management) in 2021. Before that, he worked at Paychex in their 401(k)-customer service center. 

Riley lives with his wife, Devyn, and their cat, Tywin. He enjoys writing, playing pickleball, and being an active member of his church. Riley is also a member of the National Association of Plan Advisors (NAPA). 

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