team
Gary Casab, AIF®, QPFC®
Partner - LPL Investment Advisor Representative
(315) 234-0482
Gary graduated from Niagara University, where he majored in Psychology. Upon graduation, he worked as a social worker at The House of Good Shepherd providing casework for the Adolescent boys program. The House of the Good Shepherd is a...
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Jeremy T. Caza, CEPA, QPFC, AIF®
Founding Partner - Private Wealth Advisor
(315) 234-5021
Jeremy Caza graduated from the University of Rochester, in Rochester, NY where he majored in Economics with concentrations in Finance and Marketing. While in college, he participated in various athletic leagues and was a volunteer for...
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Mary Ellen Sharpe
Director of Administration
(315) 234-5021
Mary Ellen Sharpe, more affectionally known as Mimi, is the Director of Administration for The Carta Group. For 31 years she has been serving the needs of clients and enjoys when those clients create a better financial future for...