About AFP

Take charge of your financial future

Thomas M. Tette, CPA

Thomas M. Tette, CPA

(585) 410-6733 x113

ttette@alliedfp.com

Thomas M. Tette, CPA is a founding and managing partner of Allied Financial Partners. He offers more than 20 years of experience in public accounting working closely with contractors, software developers, restaurants and other small business clients. His experience includes numerous acquisitions and extensive tax planning for closely held businesses and their owners, partner/shareholder dispute litigation support, investigating fraud claims on behalf of corporate clients, assessing damages in various business disputes, and providing expert testimony in various courts. Tom brings a unique perspective in identifying valuable opportunities for clients and excels in assisting management teams of closely held businesses to achieve their financial goals.

Education:

  • B.S. Accounting, State University College at Fredonia

Current Organizations:

  • Member: New York State Society of Certified Public Accountants
  • Member: American Institute of Certified Public Accountants
  • Treasurer: Gates Chili Education Foundation

Awards:

  • 2008 Rochester Business Journal's Forty Under 40 Honoree*
  • 2006 Victor Small Business Person of the Year (Financial Services)*

Certifications:

  • Certified Public Accountant, NYS

KENNETH E. INGERSOLL, CPA

Kenneth E. Ingersoll, CPA

(585) 410-6733 x115

kingersoll@alliedfp.com

Kenneth E Ingersoll is a founding partner of Allied Financial Partners and has been assisting clients with their financial and business decisions for over 20 years. Ken specializes in taxation, financial planning and business consultation. His area of special interest is in working with the medical and construction fields.

Outside the office, Ken enjoys working out, playing softball and coaching youth sports leagues. Ken can often be found helping family and friends with neighborhood projects.

Education:

  • B.S Accounting, St. John Fisher College

Current Organizations:

  • Member: New York State Society of Certified Public Accountants
  • Member: American Institute of Certified Public Accountant
  • Past Chairman of the Board of Directors: Victor Chamber of Commerce
  • Past President: Canandaigua Baseball Boosters and Legion Baseball

Certifications:

  • Certified Public Accountant, NYS

DAVID YOUNIS, CFP®

David Younis, CFP

(585) 410-6733 x130

dyounis@alliedfp.com

Dave Younis, CFP® is a financial planner that focuses on customized, complex and cross disciplinary financial planning. His expertise has been developed over a 15 year career exclusively working with financially engaged individuals on a one-on-one basis. Dave’s strengths are rooted in his ability to provide simple explanations and insights in the face of complex planning needs. Whether your circumstances require retirement income solutions, business succession perspectives, comprehensive wealth management, executive benefits coordination, estate distribution considerations or any number of other services; Dave is prepared to help you implement strategies to help you move toward your personal vision of success.

In his free time Dave enjoys camping and hiking with his wife, Erika and their identical twin sons Dylan and Carter. He is an avid guitar player and recently began learning to build custom electric guitars.

Education:

  • Bachelor of Science in business administration/Finance; Graduated Magna Cum Laude – SUNY Geneseo
  • CFP Certification Curriculum - The American College of Financial Services

Certifications:

  • CERTIFIED FINANCIAL PLANNERPractitioner

JASON MAYAUSKY, CPA

Jason Mayausky, CPA

(585) 410-6733 x144

jmayausky@alliedfp.com

Jason Mayausky, CPA is a partner at Allied Financial Partners and directs the firm’s audit and accounting practice. His more than 14 years of experience include serving a wide array of clients and industries, including healthcare, not-for-profit, mortgage banking, and manufacturing and distribution, as well as leading the firms peer review practice. Jason has also served for several years as an adjunct instructor of accountancy and management at John Carroll University, Cleveland State University, and locally at Nazareth College.

Outside the office, Jason enjoys spending time with his family and marathon running.

Education:

  • BSBA Accountancy and MBA – John Carroll University, Cleveland, Ohio

Current Organizations:

  • Member: American Institute of Certified Public Accountants
  • Board of Directors: Habitat for Humanity of Wayne County

Certifications:

  • Certified Public Accountant – New York State, Ohio


Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.

*This recognition is not representative of any investment performance or returns.

Allied Payroll Services is bonded

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of NY, CO, AZ, CA, FL, NC, PA, TN, VA, WA, IL, CT. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.