Take charge of your financial future
(585) 410-6733 x113
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.
(585) 410-6733 x115
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.
(585) 410-6733 x130
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.
(585) 410-6733 x144
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.
Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.
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.