Meet Our Team
Our carefully selected team is comprised 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
Brandon was born and raised in Sodus, NY and graduated from Sodus High School. After high school he studied at Oswego State University where he double majored in business administration and accounting and graduated with honors.
In 2019 Brandon and his wife Caylee got married and returned to their hometown of Sodus after a few years living in and around the Rochester area. They were happy to find a property with some land so their dog Jackson and 2 cats Annie and Xeta could play. In his spare time he enjoys playing golf (whenever possible) and enjoys going on camping trips with Caylee and Jack.
Before coming on board with FSP Advisors, Brandon was a financial planner and investment advisor representative with Prudential Advisors from 2015 to 2020. He thoroughly enjoys working with his clients to develop a sound financial plan to bring clarity, organization, and focus to the complex and often overwhelming topic of personal finance and retirement planning.
Wayne Gross, Financial Consultant
Wayne has been in the financial services industry for over 27 years. He joined Financial Service Partners, in February of 2018, as a Registered Representative with the independent NY based broker dealer Leigh Baldwin and Co., LLC. Prior to joining FSP , Wayne was a Registered Representative of PFS Investments Inc. in Rochester, New York. Wayne’s primary focus at FSP is to implement and oversee the financial needs of his clients. Wayne will also be a valuable addition to help deliver the trustworthy expertise and client-centric focus to our private wealth clients through portfolio recommendations and ongoing due diligence. Wayne’s mission is about being with clients throughout their journey; by helping with what matters now, and helping clients stay on track for retirement. Wayne was born in Rochester, NY and currently resides in Greece, NY with his wife and two daughters. When he is not working with clients or keeping a close eye on the market, Wayne enjoys coaching basketball and soccer and camping with his family. FINRA’s Broker Check
Richard Gruszewski, Financial Consultant
Richard grew up in a small town, to a large family of a World War II immigrant. His fathers family left everything behind in Eastern Europe, to seek a better life in North America. His favorite life lesson of his father, repeated frequently in broken English, was “my father left me one penny, I am working hard to ensure that I leave you 2 pennies”.
Richard’s goal is to work with his clients to provide investment and insurance strategies to assist them with wealth management and retirement planning, so that they can provide for their families.
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.
Kaitlyn Kellman, Marketing Specialist
Kaitie has been with the office for over thirteen years and is a valuable asset to the Financial Service Partners team. She specializes in coordinating marketing, meetings and is also the editor of our monthly newsletter. Her creative mindset provides forward thinking marketing while utilizing proven marketing tools in addition to implementing new ideas.