Meghan Schneible, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Senior Financial Advisor, Branch Owner/Operator

A financial advisor since 1999, I partnered with Lincoln Investment in 2013 to open and operate a full-service branch in Fairport, NY. I will work one-on-one with you to customize a financial plan that is customized to solve your financial problems and achieve your short and long-term financial goals. I attended the State University of New York College at Geneseo and earned a B.S. in Business Management. I hold FINRA Series 6 and 63 securities registrations, Life, Accident, and Health Insurance licenses, and I am a CERTIFIED FINANCIAL PLANNER™ Practitioner.

Contact me:
mschneible@lincolninvestment.com
(585) 678-9440 (work)
(585) 233-5405 (cell)

Director of Operations, Financial Advisor, and Registered Principal

I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short and long-term financial goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs. I attended SUNY Brockport and earned a BA in International Business & Economics. I hold FINRA Series 6, 26, and 63 securities registrations and Life and Health Insurance licenses.

Contact me:
kvacanti@lincolninvestment.com
585-678-9440

Keri Vacanti, FPQP®

Senior Financial Advisor

I can help you create a financial plan, that can help solve your financial problems and achieve your short and long-term financial goals. I work one-on-one with my clients to understand their current financial situations and financial goals, then design and help implement a customized financial plan.

I attended SUNY Albany and earned a B.S. in Accounting. I hold FINRA Series 6, and 63 securities registrations, and Life and Health Insurance licenses. In addition to my securities licenses, I am a Certified Public Accountant (CPA). I have a growing tax practice that focuses on developing tax minimization strategies for my clients.

Contact me:
ttrotta@lincolninvestment.com
585-217-1173

Tax services are not offered through, or supervised by, the Lincoln Investment Companies.

Senior Financial Advisor

As your financial partner, I understand my role in helping you achieve your financial goals. As your professional partner, I can advise on a Lifetime Needs Analysis where I develop financial solutions for clients as they progress through their careers on into retirement. I can also provide personalized strategies and solutions, designed to help achieve your financial goals. Whether it be one goal or multiple, I am here to help.

I attended the State University of New York at Albany and earned a Bachelor of Arts degree in English and History. For over 25 years, I have held FINRA Series 6, 63 securities registrations consecutively, and New York State Life, Accident, and Health insurance.

Contact me:
shorowitz@lincolninvestment.com
585-259-5604

Financial Advisor and Co-Founder of Breathe Capital Planning

St. John Fisher College, B.S., Childhood & Special Education.

I hold FINRA Series 6, and 63 securities registrations and Life and Health Insurance licenses.

Contact me:
nfehrenbach@lincolninvestment.com
585-451-5823

Breathe Capital Planning is independent and not affiliated with the Lincoln Investment Companies.

Julie Haers

Financial Professional and Co-Founder of Breathe Capital Planning

St. Bonaventure University, B.A., Journalism.

I hold FINRA Series 6, and 63 securities registrations and Life and Health Insurance licenses.

Contact me:
jhaers@lincolninvestment.com
585-703-0245

Breathe Capital Planning is independent and not affiliated with the Lincoln Investment Companies.