Meet Our Associates

Robert A. Rolfe                  
Financial Advisor            


I am driven by seeing people accomplishing their goals and experiencing their dreams.  Over the years, I have helped hundreds of people construct road maps to their future, and arrive at their life's destination successfully.  My proven processes have enabled my clients and me as their advisor to work in harmony together.

I have resided and worked in Oswego, since 2000.  I am blessed with my loving wife, Christene.  She is an English teacher at Durgee Jr. High in Baldwinsville, NY.  We share two marvelous sons, Thomas and Ian.  They were born in 2009 and 2011 respectively.  Outside of my family and my practice, my hobbies include sports and music.  I have been a passionate follower of Notre Dame Fighting Irish football since the third grade.  My favorite pro sports teams all hail from New York (Giants, Rangers and Mets).  I also have a voracious appetite for music.  I have played guitar for over forty years.  My MP3 player is well diversified with a strong dose of classic rock, along with blues, country, jazz and classical.

I am also deeply committed to my community.  I am the President of the board of directors for The United Way of Greater Oswego County.  I am also a member of the Greater Oswego Fulton Chamber of Commerce,  and a member of the Oswego Rotary Club. I also coach in the Oswego Little League. 




Stephanie O'Brien

Administrative Assistant  

Stephanie grew up in  the Town of Cowlesville, NY, outside of Buffalo. She is a 2021 graduate of Le Moyne College. There she earned a Bachelor’s Degree in a dual major of Psychology and Theatre. Stephanie  can also communicate in sign language, is an avid reader, and a Buffalo Bills fan. She now resides in the City of Oswego.

Stephanie is responsible for coordinating client service, account openings, virtual account access, following up on account transfers, underwriting progress, managing our client and event calendar, while greeting clients in our office, by phone, and email.