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Kelly O

CFP®, Series 63

Pittsford, NY

LynnLeigh & Company, LLC

Kelly Olczak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LynnLeigh & Company, LLC since 2018. Prior to this, she worked at Cornerstone Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, she is involved in a family business, The Karma Sauce Company, which produces goods on a farm property intended for retirement. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process using customized and model portfolios that incorporate fundamental, technical, cyclical, and charting analysis tailored to each client’s risk profile and objectives.

Wealth management
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Rebecca G

Series 65, Series 66

Pittsford, NY

LynnLeigh & Company, LLC

Rebecca Gillette is a financial advisor with LynnLeigh & Company, LLC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her career includes prior roles at Great Lakes Financial, Edward Jones, and Merrill. She is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm serving investment adviser firms. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a primarily long-term investment approach, combining various analyses to tailor asset allocation and investments to clients' risk profiles and objectives.

Wealth management
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Jason C

Series 66

Rochester, NY

LynnLeigh & Company, LLC

Jason Curtis is a financial advisor at LynnLeigh & Company, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Cornerstone Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is the sole owner of Free2Ski, LLC, a pass-through entity related to his investment activities. LynnLeigh & Company, LLC is a New York-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach, using customized or model portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients' risk profiles and objectives.

Wealth management
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