Charleton Financial Team, Michael Charleton, April Booth, Andy Roberts

 


Your Team

Michael Charleton, Mike Charleton, Financial AdvisorMichael Charleton, Jr., Financial Advisor

michael.charleton@charletonfinancial.com

Michael started his career in 1985 with IDS/American Express. He is a Certified Financial PlannerTM professional, Certified Fund Specialist, and Certified Long Term Care Specialist with a bachelor's degree from the University of Rochester. Michael specializes in Retirement Income Distribution and has spoken at a variety of seminars, radio shows and industry conferences with key emphasis on planning, understanding client needs and behaviors, market trends, tax changes, long term care and investment strategy.

Michael lives in Fairport, NY and is father to his 11 year old son Max. Mike is an avid reader and is an advocate to the special needs community. In his spare time you will find him working out, enjoying the beauty of western New York or traveling the world.

Michel services all clients as a team, with the support of the Charleton Financial staff. They strive to provide an unmatched client service experience, and ultimately provide clients with the tools they need to achieve the life they dream of - while working, during retirement, and as a legacy for generations to follow. 

 

April Johnson, April Booth, Financial Advisor

April Booth, Financial Advisor

april.booth@charletonfinancial.com

April has been providing independent financial services to clients in Upstate New York for over 15 years. She works with clients in the Rochester office, as well as an office in Buffalo. Her goal as an advisor is to be a trusted partner for her clients, integrating investment, tax, estate planning and insurance strategies as part of her comprehensive planning process.

April is active in the local community, participating in several local charities, as well as coaching at a local CrossFit gym. She lives on 38 acres in Canadice, NY with her husband Greg, their 2 dogs, 3 cats, and many farm animals. Originally from Georgia, she trades somewhat of a commute for the peace and tranquility of her country home. 

 

Andy Roberts, Andrew Roberts, Financial Advisor

Andy Roberts, Private Wealth Advisor, RDHB Wealth Management

aroberts@rdhbwealth.com

Andy joined Charleton Financial's team in April 2012 and operates his practice under the name RDHB Wealth Management. As a Private Wealth Advisor, Andy provides financial planning services to help clients realize their financial dreams. Prior to joining Charleton Financial's team, he was the Trading Department Manager for a broker-dealer, where he began as the Lead Securities Trader and liaison to their internationally-based financial intermediary.

Andy has written articles in local and national publications on topics relating to retirement income planning, financial planning strategies, and market analysis. He is active in the local business community and enjoys traveling and participating in many recreational sports such as softball, volleyball, and golf. He resides in Greece with his wife Lisa and two daughters, Ellie and Brooklyn. 

 

Christina Giglio

Christina Giglio, Operations Manager

christina.giglio@charletonfinancial.com

Christina started with Charleton Financial in November 2012. She is a native of Rochester and lives in West Henrietta with her husband, Matt. Christina attended SUNY at New Paltz as a visual arts major and loved the area so much that she lived there for about 10 years. Her background in the financial services industry has a strong compliance component, but what she truly loves about her work is the variety. Compliance, which means making sure we are in line with all industry rules and regulations, and day to day supervision of the other administrative staff, are the significant aspects of her position, but she also helps out with special projects, some client service needs, and in general she keeps the office going.

She and her husband have made a hobby out of loving to eat! They experiment with different foods and cooking styles at home and love to try new restaurants. In recent years they've dabbled a bit in gardening to fuel the food hobby; most of their success has been with herbs. Their home is on a pond alive with wildlife. They've identified a number of different bird species, but their favorite by far is the elegant blue heron. They enjoy sitting on the patio and watching him gracefully stroll along the shore looking for fish.

You will find Christina immensely knowledgeable in all aspects of Charleton Financial's operations, and can use her as a resource for anything ranging from simply scheduling an appointment to any level of problem resolution. 

 

Mouna Pyneni

Mouna Pyneni, Client Research Analyst

mouna.pyneni@charletonfinancial.com

Mouna joined Charleton Financial in 2010 on an internship while completing her Masters in Finance, and began work here after her graduation later that year. Mouna is originally from Hyderabad, India. She graduated from Rochester Institute of Technology with a Masters in Finance, and is a fully licensed support staff. She serves as a liaison between our clients and our partners who custody assets. She participates in the management of client portfolios through client review preparation, analysis and account management.

She strongly believes that chocolate can cure any problem under the sun and loves people, high-heels, summers, three-day weekends and yoga. After work, you'll mostly find Mouna either trying to cook without burning the house down, or at her local CrossFit gym.

Mouna has a tremendous amount of interaction with clients, including distribution management, and is an invaluable resource for all of our clients' needs.

 

Tiffany Burke

Tiffany Burke, Client Services and Marketing

tiffany.burke@charletonfinancial.com

Tiffany joined the Charleton Financial team in July 2013. She is responsible for marketing and relationship management at Charleton Financial. She received her MBA with a focus in Marketing and Management from Rochester Institute of Technology and began her career in advertising. She then went on to continue marketing in the financial services industry and has been in this field for over 6 years.

Tiffany enjoys spending time outside in the summer months with her husband Justin and sons Jaedyn and River. She's had a love for dance since she was 3 years old and danced for the St. Bonaventure dance team and semi-professionally for the Rochester Rhinos. Her guilty pleasures are watching General Hospital and reality singing and dancing shows.

You will likely hear from Tiffany often, as she coordinates all of our client events, does most of our scheduling, and is an integral part of all aspects of client service.