Our Advisors

Our Advisors

Is your investment strategy appropriate? Have you saved enough for retirement? Can your estate plan do more to minimize any tax burden? Whatever questions your financial future presents, finding answers that are right for you now and over the course of your lifetime depends very much on the quality of the advice upon which you rely.

Partner with Experts
We, the advisors at Commonwealth, have decades of experience providing answers for all aspects of our clients' financial lives. Through collaboration and a shared commitment to superior service, we will guide you through the many financial decisions you encounter at every stage of your life. We are experts in developing wealth management strategies that allow individuals, families, and business owners to feel confident about the future.

We feel that three key factors have helped our clients reach their goals:

Our Independence—We are an independent, locally owned financial planning firm with close ties to the community. We offer impartial advice that we support with independent research. We are not restricted to any investment product or service. We work exclusively for the benefit of our clients.

Our Experience—We have guided clients through various market cycles for nearly three decades.

Our Expertise—Financial services is a field of lifelong learning, and we maintain a high level of knowledge through continuing education and training.

Your Success Is Our Success 
We care deeply about helping our clients achieve their goals and objectives, and we provide them with the highest-quality guidance and service. We are dedicated to serving our clients with integrity and are committed to the following principles:

  • Honest, transparent, and open communication
  • Highly responsive, professional, first-class service
  • Impartial, expert, and timely advice
  • Steadfast dedication to our belief that clients' interests come first

To find out more about us, click on the names below:

Lew Denis Jones

Financial Advisor

Lew offers 30 years of financial services experience grounded in a financial planning and tax backgound. He provides his clients with objective advice, a thorough understanding of tax issues, and creative problem solving for evolving challenges in tax planning, retirement planning, and estate planning. In the area of tax planning, Lew has delighted and surprised many with his skill at uncovering tax reduction strategies.

Lew began his career in financial services at a Rochester firm in 1982. In 1984, he joined Stan McCormack in forming Associated Financial Consultants, Inc. That same year, he founded Jones Tax Service, which continues to provide tax preparation and advisory services.

Over the years, Lew has done financial planning and tax work for thousands of clients, and he still finds great pleasure in seeing people achieve their financial goals. He has seen young couples go through the entire cycle of having children, getting them through school and out of the home with their own families, and finally seeing the parents retire comfortably. As for his own retirement, Lew says that he enjoys his work so much that he sees little reason to stop.

His licenses and registrations include:

  • FINRA Series 7 securities registration as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®
  • Life, health, and variable annuity licenses

Besides his work, Lew's interests are many and varied. He enjoys reading histories, biographies, essays, current affairs, politics, and fiction; listening to classical music and jazz; and seeing local theater productions and the Shaw Festival. In 2011, he moved to the Corn Hill section of Rochester and is enjoying all that the area affords. He recently began taking piano lessons at the Hochstein Music School.

Jones Tax Service and Commonwealth Financial Network® are separate and unrelated entities.

Contact information:

1250 Pittsford Victor Rd., Suite 390
Pittsford, NY  14534
Telephone: 585-381-5820 ext. 27
Cell Phone: 585-733-7980
Fax: 585-381-1725
E-Mail: ljones@commonwealth-ny.com

Assistant: Marcia Cassidy                                                          
Telephone: 585-381-5820 ext. 23
Fax: 585-381-1725
E-Mail: mcassidy@commonwealth-ny.com

Assistant: Christina Lundy
Telephone: 585-381-5820 ext. 21
Fax: 585-381-1725
E-Mail: clundy@commonwealth-ny.com  

Kathryn L. Korol, CFP®

Financial Advisor

Kathy started her career in financial services in Rochester, New York, in 1986 with a small but rapidly growing regional broker/dealer. Through this affiliation, she worked with local banks and credit unions and hosted educational seminars for local corporations. This led to a focus of working with qualified, affluent clients in the local and surrounding areas, offering highly specialized and sophisticated investment opportunities.

Kathy's years in the investment business have afforded her and her clients the opportunity to plan together how best to help increase their net worth to allow for successful pursuit of both individual short-term goals and the longer-term goal of retirement. Now that many of her clients are nearing or have reached retirement, the goal is income planning—a specialized field necessary to provide the comfort and confidence which will ultimately help her clients afford a peaceful, comfortable life during their retirement years.

Kathy completed her certification in financial planning from the College of Financial Planning in 1992. She is a member of the Financial Planning Association and the Financial Services Institute.

Her certifications, licenses, and registrations include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner
  • FINRA Series 7 securities registration (General Securities Representative)
  • FINRA Series 63 securities registration (Uniform Securities Agent State Law)
  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®
  • Life, health, and variable insurance licenses

Kathy lives in the East Avenue/Park Avenue area of Rochester, New York, and enjoys working on her 105-year-old home and in the garden. She is also active in several downtown neighborhood associations that work toward maintaining the dignity and integrity of this gateway to downtown. She has served on the Board of Directors of the Little Theater. She enjoys travel, cooking, reading, gardening, walking, and spending time with family and friends.

Contact information:

1250 Pittsford Victor Rd., Suite 390
Pittsford, NY  14534
Telephone: 585-381-5820 ext. 24
Fax: 585-381-1725
E-Mail: kkorol@commonwealth-ny.com

Assistant: Marcia Cassidy
Telephone: 585-381-5820 ext. 23
Fax: 585-381-1725
E-Mail: mcassidy@commonwealth-ny.com

Assistant: Christina Lundy
Telephone: 585-381-5820 ext. 21
Fax: 585-381-1725
E-Mail: clundy@commonwealth-ny.com

Stanley E. McCormack, ChFC®, CLU®, MSFS, MSM

Financial Advisor, ChFC®

Stan has 38 years of experience in providing quality financial services. In addition to being a Chartered Financial Consultant®, Stan has a MS in management and an MS in financial services.

Stan is very active in his profession, in his local community, and with his family. His professional associations and achievements include:

  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®
  • Past president of the Upstate Chapter of the International Association of Financial Planners (IAFP)
  • Past president of the Upstate Chapter IAFP Advisory Board
  • Member, Society of Financial Service Professionals
  • Member, Estate Planning Council of Rochester

Daniel Pennise, CFP®, AIF®

Investment Advisor

Dan was born and raised in a family that owned a retail business that was difficult to operate. As such, it was ingrained in him that you need to be fully committed to two things: taking care of your clients and taking care of your employees. He lives by these principles and attributes his clients' satisfaction to them.

Dan has worked extensively in the fields of investment management and financial planning since 2002. His practice is defined by the long-standing relationships he has built with his clients through consistent client service and regularly scheduled meetings. Dan and his assistant, Carol Kolb, are attentive to details and open to innovation, and these qualities have been major contributors to his clients' success in achieving their goals.

Dan has earned his CERTIFIED FINANCIAL PLANNER (CFP®) certification from the Certified Financial Planner Board of Standards. He has also earned his Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360. In addition, Dan is a member of the Financial Services Institute.

His certifications, licenses, and registrations include:

  • CFP® practitioner
  • AIF® designee
  • FINRA Series 6 securities registration (Investment Company Products Representative)
  • FINRA Series 7 securities registration (General Securities Representative)
  • FINRA Series 24 securities registration (General Securities Principal)
  • NASAA Series 63 securities registration (Uniform Securities Agent/Blue Sky Laws)
  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®
  • Life, health, and variable insurance licenses

As a lifelong resident of Canandaigua, New York, Dan is actively involved in community activities and serves on the Board of the Canandaigua YMCA.

Dan and his wife, Lindsay, have three children. During his spare time, Dan enjoys spending time with his family, restoring their historic home, and running.

Contact information:

1250 Pittsford Victor Rd., Suite 390
Pittsford, NY  14534
Telephone: 585-248-9050 ext. 22
Fax: 585-248-2812
E-Mail: dpennise@commonwealth-ny.com 
 
Assistant: Carol Kolb
Telephone: 585-248-9050 ext. 20
Fax: 585-248-2812
E-Mail: ckolb@commonwealth-ny.com 

Robert Gavin, CFP®, CPA®

Investment Advisor

Rob comes from a family of entrepreneurs and learned the value of hard work and dedication at a young age, which is what he delivers to his clients on a continual basis. Rob started his career as a certified public accountant in New York City, where he focused on auditing publicly traded companies and broker/dealers. From this experience, he has developed unique perspective and skills in order to provide his clients the advice needed to achieve their financial and personal goals.

Rob grew up in Binghamton, New York, and currently resides in Rochester, New York, with his wife. They both enjoy the benefits of the Finger Lakes region, and enjoying biking and boating in their free time. Rob enjoys playing basketball and being an active member on the Eastside YMCA Board of Directors.

His certifications, licenses and registrations included:
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
  • Certified Public Accountant
  • FINRA Series 7 securities registration (General Securities Representative)*
  • NASAA Series 63 securities registration (Uniform Securities Agent/Blue Sky Laws)*
*Through Commonwealth Financial Network

Contact information:

1250 Pittsford Victor Rd., Suite 390
Pittsford, NY 14534
Telephone: 585-381-5820
Fax: 585-381-1725
E-mail: rgavin@commonwealth-ny.com