Yvonne Nirelli
President; Medicare, Tax & Insurance Specialist
Yvonne is the President & Partner of Securities & Investment Advisors, which she founded with Neil in 1994. Over the past 40 years, she has educated clients about the importance of not only a financial roadmap but a “life plan” to make...
Stephanie Garlock, CFP®
Certified Financial Planner & Partner
Stephanie joined the team in 2008 after graduating college with a Bachelor's Degree in Corporate Finance from St. John Fisher in Rochester. After starting off as Yvonne's assistant, she quickly got her Series 7 and 63 licenses followed...
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