Meet Our Team
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
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.
Richard Gruszewski, Financial Consultant
Rich has worked in the financial services industry for over twenty-five years.
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.
Kaitlyn Kellman, Marketing Specialist
Kaitie has been with the office for over ten 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.