Experience

Ryan McDermott, has been named to the Forbes Best in State Wealth Advisors list in 2020,2021,2022, 2023, 2024. He has worked in the financial industry since 2000 and has earned the coveted designation of a Chartered Retirement Planning CounselorSM, from the College Of Financial Planning in Denver, Colorado. Ryan and his team are dedicated to working with affluent families and individuals to establish a tailored investment plan to fit each client’s unique situation. Their approach to investing focuses on individual risk tolerance to help meet the needs of wealth preservation and tax minimization. The team uses planning experience, investment strategies, and state-of-the-art technology to develop an effective approach to help meet each client’s needs and goals. They value each relationship, and work with their advisors in developing their estate plan, utilizing a "family office" type of approach.

Ryan graduated from Nazareth College of Rochester, NY and received the “Distinguished Alumni Award” in 2016. During college, he enjoyed success as a lacrosse player, winning two National Championships and was named to the All American lacrosse team three times. Upon graduation, he was inducted into Nazareth College’s sports “Hall of Fame” and went on to become a professional lacrosse player for the Buffalo Bandits.

Ryan resides in Garden City, NY with his wife Kimberly and their 3 children.

2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

David Sano, who has worked in the financial industry since 2008, has earned the designation of a Chartered Retirement Planning Counselor.

David is an honors graduate of Nazareth College of Rochester with a Bachelor's degree in Business Administration and Entrepreneurial Studies. He, his wife Megan, son Connor, and daughter Olivia, live in Victor and enjoy spending time with friends and family.

Sue Dezio earned her B.A in Accounting from St. Bonaventure University and holds a Series 7 and 66 license. She began her career as an internal bank auditor which she allowed to lapse while staying home to raise her three children. Over the years, Sue has worn many professional hats: office manager, small business owner, and now, Wealth Strategy Associate.

Sue has a strong work ethic and warm personality. She focuses on delivering exceptional service and experience to every client.

Sue and her husband, Tom, have been married since 1985 and have three grown children and 2 grandchildren. In her spare time, Sue enjoys walking, cooking, going to the gym, and most importantly, spending time with her family.

Kieran focuses on comprehensive Wealth Management strategies, including investment advisory, financial planning, portfolio management, and legacy planning. Kieran has a strong background in financial analysis and client relationship management, Kieran is committed to helping clients plan for their long-term financial goals.

Kieran joined UBS in 2022 as a Financial Advisor in the UBS Wealth Advice Center and handled mass affluent clients. Kieran gained extensive experience in both brokerage and advisory solutions. Kieran holds his Series 7 & 66 licenses and is actively pursuing his CFP.

Kieran graduated from Manhattan College in 2022 with a degree in Finance and a minor in business management. Kieran served as the President of the Manhattan College Investment Club during his time at Manhattan. Kieran currently lives in Rockland County, NY, where he enjoys staying active at the gym, traveling, and spends a great deal of time with his family and friends.