Your Team of Retirement Plan Specialists

Chief Executive Officer          

Brian has over 30 years of industry experience and has successfully guided all aspects of retirement plans while building and maintaining relationships with clients to help them improve their employee benefits.  As Chief Executive Officer, Brian helps lead The Waterford Group team to utilize their talents and skills to assist retirement plan participants to succeed in reaching their individual retirement goals.

Brian holds the Accredited Investment Fiduciary® designation, the Certified Plan Fiduciary Advisor (CPFA®) credential and in 2019 was named a Financial Times 401 Top Financial Adviser.

After graduating with a B.S. in Finance from St. John Fisher College in Rochester, NY, Brian spent ten years with the Northwestern Mutual Financial Network before moving to the region’s largest investment manager as a vice president and client consultant. Following time with the region’s oldest investment manager he moved to a local independent trust company, as the senior vice president of sales and marketing and was later named president.

He’s deeply involved in the community and has served and continues to serve the community on a number of boards and volunteer organizations, including The Rochester Presbyterian Home Foundation, The Center for Youth and The Bishop’s Stewardship Council of the Roman Catholic Diocese.  He is a member of The Assisi Institute and Asbury First Methodist Church.

Brian enjoys golfing and spending time with his wife, Sarah, and their four children.

President          

With over 20 years in the financial services industry, Mary offers knowledgeable support for our clients as they pursue their financial goals. Today, as our president, and an Accredited Investment Fiduciary®, she helps manage new and existing relationships. Having one-to-one experience with thousands of retirement plan participants, she understands the importance of client service and having answers to simple and complex financial questions.

She has a BS in Business Administration from Niagara University and shares her financial expertise with Waterford and the clients we serve based on her experience at Xerox Corporation where she started her career after graduating. While at Xerox, she managed all financial activities for five document technology center sites in three states, with annual revenues of over $30M. She also received numerous awards, including two “Team Excellence” citations and three special recognition program awards.  Mary also earned her Certified Plan Fiduciary Advisor (CPFA®) credential.

Mary’s passion for helping clients achieve their financial goals is equally as strong as the support she gives our community. She’s volunteered her time to the American Red Cross, Penfield Ecumenical Shelf, American Heart Association, and Lollypop Farm. Outside of the office, Mary loves traveling, golfing, skiing and spending time with her family.