Our carefully selected team is compromised of talented and knowledgeable individuals. Each member of our team is committed to providing comprehensive services to our clients.
J.R. Ruiz, Jr., Wealth Specialist
The owner J.R. Ruiz, Jr. has been in the financial industry since 1981. He prides himself in working for his client’s best interest. He is a branch manager for Leigh Baldwin & Co., LLC, an independent New York based Broker Dealer. He is also president of ProMark Brokerage Services, which provides agents with competitive insurance products for their clients. FINRA’s Broker Check.
Robert Perkins, Financial Consultant
Rob was born on his family’s farm in North Rose, located on York Settlement Rd. He is a proud graduate of NRW, and St. John Fisher College. After college, he returned home to help his dad on the farm. For the next decade, Rob and his father continued to grow apples and their business. Rob transitioned into the Financial Service Industry to help people develop their own plans and meet both their personal and business financial needs. Rob maintains a General Securities License (Series 7) and is an Investment Advisor Representative (Series 66). He is a member of the Rochester Chapter of the Society of Financial Service Professionals and the Penfield Rotary Club. Rob, his wife Andrea and two children live in Brighton, NY. FINRA’s Broker Check
Brandon Butler, Financial Consultant
Wayne Gross, Financial Consultant
Roseli Pacheco, Director of Operations
As the Director of Operations, Roseli has worked in the financial services industry for over twenty-five years. She provides direct support to J.R. Ruiz and the member of the team. She is an important asset and acts as the liaison with all of our financial partners including mutual fund and annuity companies as well as our broker dealer, Leigh Baldwin and Company, LLC in all facets of expediting requests. She runs the operations of the office including Human Resources, accounting and coordinating educational meetings. Roseli is registered with New York State as an approved monitor where she serves as the proctor for continuing education exams.
Ted Cichanowicz, Long Term Care Specialist
Ted is a valuable resource to the Financial Service Partners team. He specializes in Long Term Care Insurance and Life Insurance. He has been in the financial industry since 1978 and has worked for over three decades in business and estate planning for individuals, closely held corporations and partnerships. With the creation of the New York State Partnership for Long Term Care, and recognizing the need to further assist clients in ‘preserving the work of their lifetimes’, he was a part of founding LTC Partners, DBA Long Term Care Associates in 1992.