Our Team

The Emerald Financial Services Team

 

 

 

 

 

 

 

 

 

 

 

THE EMERALD ADVANTAGE


Founded in 1978, Emerald Financial Services, Inc. offers a complete range of Financial Planning, Retirement Planning, Education Planning, Life and Disability Insurance, Risk Management, and Group Benefits for both individuals and corporate clients.

Our Professional staff is comprised of an experienced CERTIFIED FINANCIAL PLANNER™, Joseph S. Altobelli, a Financial Advisor, Joel R. Maness, and experienced staff of assistants, who together provide our clients with the best strategies based on both practical and empirical insights. Tax and accounting services are offered through Emerald Tax and Accounting Services, LLC (a separate entity).

Using modern technology combined with our extensive research and professional staff provides our clients access to the resources necessary to help develop and implement strategies designed to succeed in today's complex business and financial environment.

 

Picture of Joseph S. Altobelli, CERTIFIED FINANCIAL PLANNERâ„¢

PRINCIPAL

Joseph S. Altobelli, CFP®*

A graduate in Ecomonics from the State University of New York, Joe is a CERTIFIED FINANCIAL PLANNER™ and concentrates on "needs" based financial objectives for individuals, families and businesses.

After working with the Rochester Red Wings ('92-'97) and the Buffalo Bills ('97-'99), Joe decided to leave sports in order to pursue his life-long career goal of working with people in pursuing their financial goals.  With over 17 years of experience, he is dedicated to "long term relationships built on honesty and trust."

Joe currently lives in Webster with his wife Jennifer and their 4 children.  They are very active in the Rochester Community and are members of the Rochester Yacht Club.  Joe is a sports enthusiast and enjoys the outdoors.

 

Picture of Joel R. Maness, Financial Advisor

Joel R. Maness, Financial Advisor

A graduate in Electrical Engineering from Rensselaer Polytechnic Institute, with a Master's Degree in Computer Integrated Manufacturing Systems from RIT, Joel is a Financial Advisor who concentrates on "needs" based financial strategies for individuals, families, and businesses.

After working in the Rochester area at local manufacturing companies as a Control Systems engineer, Joel decided to leave engineering in order to pursue his passion for personal finance.  With over 15 years of experience, he is dedicated to helping people pursue their financial goals.

Joel currently lives in Penfield with his wife Christine and their 4 children.  They are active in the Rochester area and are very involved with the local soccer community and their church.  Joel is a soccer player, coach, and serves in various capacities at his church.

 

Picture of Kim Webster, Account Services Manager

Kim Webster, Account Services Manager

Kim has been with Emerald Financial Services since 2007, and brings with her over 25 years of experience in the Financial Services field. Prior to Emerald, Kim worked at a local bank in various investment departments, and a 401(k) Recordkeeping provider.

Kim spent many years volunteering for the PTA and is the past President and an Alumnus of the Future Business Leaders of America (FBLA).

A graduate of Greece Arcadia High School, Kim currently lives in Greece with her husband, Mark, daughter, and stepson. They are avid campers and enjoy watching their daughter play soccer and watching her stepson play drums with a local band.

 

Picture of Donna Sharpe, Office CoordinatorDonna Sharpe, Office Coordinator

Donna has been with Emerald Financial Services since 2012. Prior to Emerald, she worked as an Administrative Assistant for various businesses in Monroe and Wayne County.

Donna has served as a longtime volunteer for Cub Scout Pack 113, and the Freewill Elementary Parent Group in Walworth.

A graduate of H.W. Schroeder High School in Webster, NY, Donna currently lives in Ontario with her husband, Dave, and enjoys floral arranging, gardening, and refinishing projects.

 

 

Jessica Gavigan, Client Services Representative

Jessica graduated from Nazareth College of Rochester in December 2018 with her Bachelor's degree in Psychology. With her she brings 5 years of administrative experience having worked for Nazareth during her time there, as well as working for the Arc of Monroe after graduation.

Jessica's passion for psychology and helping others has led her to become the newest member of our team here at Emerald. Aiding our clients with a wide range of administrative tasks, she is an integral part of the Emerald Financial Services team.

After moving from Syracuse to attend college, Jessica now lives in the heart of the Park Avenue area of downtown Rochester. She has volunteered as a student ambassador for her school's Psychology Department, as well as volunteering in Pennsylvania at the Capital Area Therapeutic Riding Association. She currently volunteers at the EquiCenter in Honeoye Falls.