7Crest Financial Partners

10/16/2026

Happy Boss’s Day, Nannette!

Today, the team is celebrating Nannette Nocon and the leadership, support, and encouragement she provides every day.

Nannette leads with dedication, integrity, and a genuine commitment to helping others succeed. She consistently invests in the growth of her team, creates opportunities for professional development, and fosters a culture built on collaboration and excellence.

Thank you, Nannette, for all that you do! We appreciate everything you do for our team and clients, and we're grateful to have such an exceptional leader at the helm.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/12/2026

We’re excited to welcome Jeremy Sun to 7Crest Financial Partners as a Client Service Specialist!

Jeremy recently earned his Bachelor of Science in Business Administration from SUNY Geneseo in 2025 and previously completed an Associate of Applied Science in Entrepreneurial and Applied Business Studies from Monroe Community College. His educational background, strong work ethic, and enthusiasm for learning make him a great addition to our team.

We’re thrilled to have Jeremy on board and look forward to the contributions he will make as he starts with our firm. Please join us in giving him a warm welcome!

10/07/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

10/06/2026

We’re excited to welcome Umbereen Mustafa to 7Crest Financial Partners as a Client Service Specialist!

Umbereen brings valuable experience in the financial services industry, along with a passion for helping clients and supporting their financial goals. She earned a Bachelor of Arts from Cornell University and an MBA from the Katz Graduate School of Business at the University of Pittsburgh, and her client-focused approach and professionalism make her a wonderful addition to our team.

We’re thrilled to have Umbereen on board and look forward to the contributions she will make as she begins this next chapter with our firm. Please join us in giving her a warm welcome!

10/05/2026

We’re excited to announce that Jake Barragato, CFP®, has been promoted to Financial Advisor!

Since joining our team, Jake has consistently demonstrated a commitment to professional growth, exceptional client service, and helping individuals and families work toward their financial goals. From earning his CERTIFIED FINANCIAL PLANNER™ certification to building trusted relationships with clients, Jake has continued to make a meaningful impact on our firm.

This promotion is a reflection of his hard work, dedication, and passion for serving others. We’re proud to celebrate this exciting milestone and look forward to all that Jake will accomplish in his new role.

Please join us in congratulating Jake on this well-deserved achievement!

10/01/2026

09/30/2026

Today we're celebrating one year with Will Tehan!

From starting as a fall intern to staying on as a Client Service Specialist, it's hard to believe it's already been a year. In a short amount of time, he has become a valued member of our firm, bringing enthusiasm, professionalism, and a strong commitment to serving our clients.

We are grateful for Will's contributions, his willingness to take on new challenges, and the positive energy he brings to the office each day. Congratulations on this milestone, Will, and thank you for a fantastic first year with the team!

09/29/2026

We’re excited to welcome Brian Heidrich as a fall intern with 7Crest Financial Partners!

Brian is currently studying Finance at St. John Fisher University and is set to graduate this December. We’re thrilled to have him join our team as he gains hands-on experience and continues preparing for the next step in his professional journey.

We look forward to working with Brian this semester and are excited to see the contributions he’ll make. Please join us in giving him a warm welcome!