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Lincoln Investment Rochester, NY

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Fairport, NY
Lincoln Investment Rochester, NY

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Welcome to Lincoln Investment! www.lirocsyr.com

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors, Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC.

09/24/2026

Considering a Trump Account for your child?

You may have heard about Trump Accounts, a new type of investment account created to help families start building long-term savings for children.

Eligible children born between 2025 and 2028 can receive a one-time $1,000 contribution from the federal government, while parents and family members can also contribute to the account.

The money is invested with the goal of providing children with a head start on building long-term wealth. The federal government’s one-time $1,000 contributions have been available since July 4, 2026, with specific rules around how the accounts can be funded, invested, and accessed.

For parents considering one, understanding how Trump Accounts work and how they compare with other savings and investment options can help determine what makes sense for their child’s future.

Have questions about getting started? Give us a call.

09/17/2026

Team Spotlight: Meet Laura Nardozzi

Laura is a Financial Assistant who joined Lincoln Investment this year and has two years of experience in the financial services industry. She joined the firm with the goal of pursuing a career in financial advising and appreciates the opportunity to learn, grow and work toward becoming a licensed advisor.

In her role, Laura works closely with our advisors to support a variety of client needs, including account paperwork, transfers, distributions and ongoing account maintenance. She enjoys the organization and attention to detail involved in making sure clients receive the best service possible and knowing her work contributes to a positive client experience.

Originally from Corning, NY, Laura now lives in Victor, NY, where she is raising her family. Outside of work, she enjoys spending time with her three children, her partner and his two children, and their Bernedoodle, Archie. She also loves staying active and outdoors through hiking, biking, lifting weights and her current love/hate relationship with running.

Something people might be surprised to learn: Laura is one of 42 grandchildren of her late grandparents, who were married for 71 years. Her family now includes 71 great-grandchildren and one great-great-grandchild, and counting!

For Laura, one of the best parts of being part of the Lincoln team is the genuine sense of teamwork. She appreciates how willing everyone is to help one another succeed and the supportive, collaborative environment at the firm.

09/15/2026

Thank you to everyone who stopped by our ice cream social last week. We had a great time and look forward to seeing everyone at our next event!

09/03/2026

Team Spotlight: Meet Marybeth Cerrone

Marybeth is an Operations Specialist who has been with Lincoln Investment for a year and a half. Her connection to the firm goes back much further- she and Meghan became friends while attending SUNY Geneseo, and Meghan has been her financial advisor for more than 25 years.

Before joining Lincoln, Marybeth spent her career working in Human Resources. When the opportunity arose to join the Lincoln team, she saw it as a chance to bring her HR experience to a new setting while continuing to work with and support people. She also has a knack for event planning, which has become another way she contributes to the team through client events and activities.

In her role, Marybeth helps ensure the office and team have what they need to deliver a great experience for our clients. She enjoys knowing that the work she does behind the scenes plays a part in helping clients plan for their financial futures and ultimately live the lives they want.

Originally from Liverpool, NY, Marybeth now lives in Brighton, NY. Outside of the office, she enjoys spending time with family and friends, watching her son's soccer games and her daughter's dance performances, and traveling with her family to explore new places. Something people might be surprised to learn: Marybeth minored in Spanish and spent the summer before her senior year of college studying in Madrid, Spain.

For Marybeth, one of the best parts of being part of the Lincoln team is working together toward a common goal. She appreciates being part of a team that supports one another and is committed to providing the best possible service to our clients.

08/31/2026

Come join us for an Ice Cream Social!

Whether you’re an existing client or just interested in learning more about our team, stop by and say hello. We’d love to see you!

Click the link to RSVP.

https://bit.ly/4xjFA81

08/27/2026

Advisor Spotlight: Meet Sophie Greene

Sophie is a Financial Advisor who has been with Lincoln Investment in various roles since 2020. She first joined the firm as a college intern, spending her summers gaining experience and learning different aspects of the business. After graduating from college, Sophie continued working in operations at the branch while studying for her licensing exams. Today, she has been a fully licensed Financial Advisor for about a year.

Sophie works with individuals and families to help them prepare for retirement and navigate life's major financial decisions. She particularly enjoys working with teachers, helping them better understand their pension benefits and 403(b) options.

What drew Sophie to financial planning was the opportunity to combine her interest in finance with the chance to build meaningful relationships. She finds it rewarding to help clients take steps toward their goals, whether that's getting started with retirement savings, working toward a specific financial goal, or simply becoming more comfortable with their finances.

Originally from Oswego, NY, Sophie attended SUNY Cortland and now calls Rochester, NY home. Outside of the office, she enjoys spending time with family and friends, reading, working out and running, and traveling. A fun fact about Sophie: after graduating from college, she spent a month traveling through Europe and visited eight countries.

Sophie's goal is to make finances feel less overwhelming and more approachable. She believes personalized planning can give people greater confidence in their financial decisions and provide support through every stage of life.

08/20/2026

Advisor Spotlight: Meet Nick Lapp

Nick is a Financial Advisor who has been with Lincoln for a little over a year. Before entering the financial services industry, he worked in marketing, where he spent several years supporting businesses with their marketing and communications efforts. His transition into financial planning stemmed from a desire to work more directly with people and make a more lasting impact through his work.

Nick works with individuals and families at different stages of their financial lives, from those just getting started with investing to those preparing for retirement and navigating major financial decisions along the way.

For him, the most rewarding part of the work is being in a position to provide people with resources and guidance that can benefit them for years to come. He enjoys helping clients navigate important financial decisions and find a path forward that they can feel confident in.

Born and raised in Fairport, NY, Nick now calls the Village of Fairport home. Outside of the office, he enjoys golfing, traveling, playing pickleball, and spending time outdoors. One thing that may surprise people: Nick has biked across New York State along the Erie Canal and across Missouri on the Katy Trail.

Nick believes financial planning should be personal, practical, and built around what matters most to each client. His goal is to help people make decisions today that support the life they want tomorrow.

08/13/2026

Advisor Spotlight: Meet Garrett Shambo

Garrett is a Financial Advisor who has been with Lincoln for three years. He was drawn to financial planning after one of his college professors, a former financial advisor, encouraged him to consider a career in the industry. The focus on helping people and acting in their best interests aligned closely with his values.

Garrett works with individuals from all walks of life and believes financial planning isn't about net worth; it’s about working with people who are ready and willing to take steps toward achieving their goals.

After one of Garrett’s clients passed away last year, he had the opportunity to work with the client’s three children as they navigated the financial legacy their father left behind. Being able to extend the financial planning relationship to the next generation was especially meaningful to Garrett. What began as a single client relationship ultimately grew into three new relationships, reinforcing the impact of long-term financial planning for families.

Originally from Brighton, NY, Garrett now lives in Henrietta, NY. Outside of the office, he enjoys golfing with friends, watching football, and traveling. He also enjoys spending time with his family, including his parents here in Rochester, NY, and his sister, brother-in-law, and nephew who live in Rhode Island. A fun fact that may surprise people: despite being from New York, Garrett is a big fan of the Boston Celtics and the Red Sox.

Garrett considers it a privilege to build meaningful relationships with his clients and to have a career centered around helping them achieve their goals. He is grateful for the opportunity to stay busy doing work that he finds genuinely rewarding.

08/06/2026

Advisor Spotlight: Meet Terri Trotta

Terri is our Senior Financial Advisor and resident CPA. With more than 35 years of experience in the financial services industry, she brings a unique perspective to financial planning through her extensive background in accounting and taxation.

Terri began her career as a CPA, helping clients navigate tax preparation and consulting needs. Over time, she realized she could provide even greater value by helping clients plan for the future, which led her to become a financial advisor. Today, she uses her tax knowledge and financial planning experience to help individuals, families, and businesses work toward their unique goals and build greater financial security.

Terri takes a personal approach with every client, focusing on trust, education, and strategies that align with their individual needs. She understands that financial decisions can often feel overwhelming, and her goal is to simplify the process, provide clarity, and help clients feel more confident about their financial future.

Terri and her husband, Gene, have called Fairport, NY home since 1995. High school sweethearts, they have been together for more than 42 years and share their home with their three cats- Tink, Lily, and Tipsy. Outside of the office, Terri enjoys spending time with family and friends on the boat, at the beach, or enjoying a meal at one of their favorite restaurants. She also enjoys reading, working out, taking long walks, and cheering on the Buffalo Bills whenever she can.

Terri believes the foundation of successful financial planning starts with listening, understanding what matters most to each client, and providing trusted guidance along the way. Her goal is to help clients feel confident and in control as they work toward their financial goals.

07/30/2026

Advisor Spotlight: Meet Keri Vacanti

Keri is our Director of Operations and a Senior Financial Advisor. With more than 20 years of experience in the financial services industry, she is passionate about guiding clients through important financial decisions and helping them work toward their long-term goals.

Keri works with individuals and families, helping them prepare for retirement and build investment strategies designed around the future they want to achieve. She believes financial planning is about more than numbers. It’s about helping people understand their options and feel confident in the decisions they make.

Early in her career, Keri knew financial planning was the right path when several clients shared that they finally understood the basics of investing and the differences between account types after working with her. Those moments reinforced the importance of providing personalized guidance and clear communication throughout the planning process.

Originally from Baldwinsville, NY, Keri has called West Henrietta, NY, home for the past 20 years. Outside of the office, she enjoys Orangetheory classes, cheering on her son's lacrosse games and her daughter's volleyball games, attending hip-hop concerts, and spending time with family and friends. A fun fact that surprises many people: Keri played four years of rugby while attending SUNY Brockport.

One of Keri's guiding principles is helping clients feel confident in their financial decisions through education and thoughtful planning. As one of her favorite quotes says, "Fail to plan, plan to fail."

Address

100 Cross Keys Office Park, Suite 100
Fairport, NY
14450

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://lirocsyr.com/

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