Christopher LaFountain, ChFC®, CFP® (585) 586-2734 585-586-2445 firstname.lastname@example.org Chris LaFountain has over 17 years of experience in the financial services industry. He has spent time at Morgan Stanley, Wells Fargo Advisors, and Ciccarelli Advisory Services over the course of his career. After many years working for other people and large corporate brokerage firms, Chris established LaFountain Financial Services in 2018, an independent practice where he provides a high level of personal service to his clients. He is a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ Professional, and also holds his Series 7 and 66 registrations through LPL Financial and has his NY life, health and variable annuity insurance licenses. Prior to launching his career in financial services, he worked for Xerox Corporation and served in the New York Army National Guard.Chris grew up in the Rochester area. He currently lives in East Irondequoit, NY with his wife Beth, who is an elementary school teacher, and their twin boys. In addition to spending time with his family, Chris enjoys skiing, biking, gardening, and travel. He is a member of St. Benedict’s parish in Canandaigua, NY.Chris is also an active volunteer with Rochester’s Flower City Habitat for Humanity. He is a member of the Family Selection Committee, on-site builder, and mentor to new homebuyers in the Habitat program. Curtis Regruit Financial Advisor 585-233-5830 585-586-2445 email@example.com Curtis Regruit has over 18 years of experience in the financial services industry, including the past ten years with LPL Financial as an independent Financial Advisor. Curt holds his Series 7 and Series 63 registrations through LPL Financial and has his NY Life, health, and variability annuity licenses. In his spare time, Curt enjoys hiking, kayaking, golf, and photography, and likes to spend as much of his free time as possible in the Adirondack Mountains. Theresa Moore Client Services Associate 585-586-2737 585-586-2445 firstname.lastname@example.org Theresa Moore began her career in the travel industry as a travel agent for over 16 years. In 2001, she left the travel business to become an administrative assistant for a start-up medical software company. As the company grew, Theresa’s position developed into office manager and was responsible for over 40 employees. In 2010, Theresa transitioned into the Financial Services Industry as a Client Services Associate. Her day-to-day role with LaFountain Financial Services entails providing administrative support with regard to opening accounts for clients, processing client updates, requests and providing ongoing support to clients. Theresa and her husband, Kevin, were married in 2005. They reside in Rochester and enjoy vacationing in the Finger Lakes. They also enjoy gardening and working on home improvement projects. Theresa and her husband are members of St. Pius Tenth parish in Chili, NY. JoAnn Kuhman Client Services Associate 585-586-2737 585-586-2445 email@example.com JoAnn spent the majority of her career working as an Executive Assistant at Xerox Corporation supporting senior level vice presidents and corporate officers. In 2019, JoAnn entered the Financial Services Industry as a Client Services Associate. In her administrative role with LaFountain Financial Services she provides ongoing support to the financial advisors and clients. Her daily activities include account opening and client updates, money transfers, tracking paperwork and scheduling of appointments.JoAnn enjoys baking, yoga, chardonnay and gardening. She and her husband Dan reside in Fairport. They have two grown daughters, Laura and Danielle and a beautiful granddaughter Blair.