Advice

We are focused on anticipating your needs so you can focus on living your life.

In addition to our CERTIFIED FINANCIAL PLANNER™ practitioners, whether you’re seeking advice on Employee Benefits at Kodak or another organization, Health Care, Social Security or Taxes, our team of specialized, experienced and credentialed professionals is here for you. We’ll listen, analyze your needs and help you develop a path that starts and ends with you.

  • Benefits Counseling for Kodak employees and related organizations
  • Employee Benefits
  • Health Care
  • Social Security
  • Tax Preparation and Planning Services
  • Insurance

Helpful links

Meet our Advice Team

James T. Englert

President and CEO

Jennifer Vogler

Chief Compliance Officer

Ken Burke

CFO & General Manager

John Littwitz

Benefits Specialist

Jim Nesbitt

Social Security Specialist

Tim Verna

Client Service/Tax Preparer

Click for the "real" me

James T. Englert

James T. Englert, CFP®, EA, President and CEO

p 585.935.8508
e jenglert@highfallsadvisors.com

Jim has played an important role in developing the professional aspects of financial planning in New York State. He has served on the board of the Upstate New York Chapter of the Financial Planning Association and as the President of that organization. In addition he taught CFP® candidates through the Medaille College CFP® certification program. Jim is also an Enrolled Agent with the IRS.

Pre- and post-retirement counseling services are the linchpins of his practice. His background as a benefits counselor at Eastman Kodak Company gave him the foundation for an independent planning business which he operated for a number of years. Now, as the Senior Portfolio Manager at High Falls Advisors, he provides advice and asset management to a variety of clients.

James T. Englert

James T. Englert, CFP®, EA, President and CEO

Jim lives in Irondequoit with his wife, Ellen of 50 years. Jim loves to read, and on occasion has been seen on the beach reading about investment strategies and markets; he calls it his pleasure reading. Jim is also passionate about music, particularly classical and jazz. He has an extensive music collection requiring its own room and much to the amazement of his family, it is still growing. He loves the unique opportunities Rochester has for music and theatre lovers and you will often see him and his wife at the RPO, GEVA or the Auditorium Theatre. When not at work, reading, or at the theatre, Jim loves to travel with his wife and their newest travel companion, his teenage granddaughter.

Click for the "real" me

Jennifer Vogler

Jennifer Vogler, Esq., Chief Compliance Officer

p 585-935-8509
e jvogler@highfallsadvisors.com

Jennifer is an attorney who has been in private practice for the past 10 years specializing in real estate and estate planning. Her legal background is an asset to the firm, as she handles matters of financial policy and industry compliance as Chief Compliance Officer. She also has 15 years of tax preparation experience and leads our Tax Department.

A graduate of Hamilton College, Jennifer received her law degree from the University of Buffalo. She was former editor and manager at Lawyers Cooperative Publishing and LexisNexis.

Jennifer Vogler

Jennifer Vogler, Esq., Chief Compliance Officer

Jennifer is a lifelong Irondequoit resident where she lives with her husband and daughter. She is active in the Irondequoit girl scouts as a leader of her daughter’s troop as well a member of the Irondequoit Girl Scout Service Unit where she currently serves as the Finance Consultant/Treasurer. Jennifer is also a board member of the local Irondequoit Kiwanis Club. In her free time, she enjoys travel, mystery novels, and long walks in nice weather.

Click for the "real" me

Ken Burke

Ken Burke, CPA, CBEC®, CFO & General Manager

p 585-935-8511
e kburke@highfallsadvisors.com

Ken is the Chief Financial Officer and General Manager. Prior to joining High Falls, Ken founded a consulting and business coaching firm specializing in business performance improvement and succession planning. He is a Certified Public Accountant and spent more than 20 years in practice at both national and regional CPA firms as a tax specialist.

Ken specializes in working with business owners to start, grow and ultimately transition their business to the next generation of owners.

Ken Burke

Ken Burke, CPA, CBEC®, CFO & General Manager

Ken grew-up in New Jersey and moved to Rochester in 1999 with his wife Rosella. Ken and Rosella met at Niagara University and he currently serves on the Advisory Board to the College of Business at NU. Ken and Rosella now live in Fairport with their three children, Michael, Lauren & Kevin.

Click for the "real" me

John Littwitz

John Littwitz, Benefits Specialist

p 585-935-8521
e jlittwitz@highfallsadvisors.com

John is our in-house health care resource, following six years at MVP Health Care, where he supervised a team that handled member appeals and complaints.

Prior to that experience, John spent over 35 years at Eastman Kodak doing retirement counseling within the Benefits organization, and handling employee and retiree benefits complaints. In addition, John has experience in Human Resources and Compensation. John served as Human Resources Manager at Kodak in both Manufacturing, and Sales and Marketing organizations.

John graduated from the University of Pennsylvania, Wharton School of Finance, in Philadelphia, with a BS in Economics.

John Littwitz

John Littwitz, Benefits Specialist

John’s passion is officiating boys’ lacrosse, from youth levels through high school varsity, anywhere in Section 5. He has officiated for over a decade.

In addition, John officiates boys and girls volleyball at the 7th/8th grade level within Monroe County.

John has been running for more than thirty years and has run 32 marathons (26.2 miles) including the Boston Marathon and the New York City Marathon three times each. He strongly believes that being physically and mentally active and eating properly are keys for staying healthy.

John is a former school board member in West Irondequoit, having served for seven years (including one year as President) while his daughter, Jennifer, was growing up in the district. Other interests include reading fiction (such as C.J. Box, John Sandford and Michael Connelly), photography and traveling.

Click for the "real" me

Jim Nesbitt

Jim Nesbitt, Social Security Specialist

p 585-935-8525
e jnesbitt@highfallsadvisors.com

Jim worked for the Social Security Administration for 39 years as a claims specialist. He is the go-to guy for any social security questions. He specializes in helping clients navigate the confusing world of social security claiming strategies. His career included direct client contact, problem resolution, interpreting complex laws, rules, and regulations, developing outside business relationships, planning and conducting seminars, and all aspects of public program administration.

Jim Nesbitt

Jim Nesbitt, Social Security Specialist

Hiking, during any season, is an enjoyable way for me to explore nature up close. The snows of winter provide a chance to but on the boots, snap on the cross country skis, and hit the trails. The warmer weather will find me out chasing a little white ball with 336 dimples around several thousand yards of groomed green pasture. My son once asked what it takes to appreciate golf. My reply was, “a sense of humor”. A good day of golf is measured by finding more balls than you lose.

Endless back roads, the Erie Canal and the Greenway or Lehigh Trails allow for hours of biking fun. This year I plan on participating in several 40+ mile rides to support diabetes research. It is a wonderful opportunity in support of important research and at the same time, to enjoy the benefits of riding.

Click for the "real" me

Tim Verna

Tim Verna, Client Service/Tax Preparer

p 585-935-8530
e tverna@highfallsadvisors.com

Tim was born and raised in Rochester and brings 12 years of tax expertise to the firm. A veteran of the U.S. Army, Tim’s avocation was that of baseball umpire in the Rochester area for 25 years.

Tim provides high quality service for his tax clients in the planning and preparation of individual tax returns.

Tim Verna

Tim Verna, Client Service/Tax Preparer

Tim has a variety of interest when he is away from work. They include gardening, bicycling, baseball and, most importantly, his family. Tim and his wife, JoAnn, enjoy three day getaways to their favorite country inn in Vermont. Tim is very active in his church community volunteering his time and talent. Tim has two daughters, Amy and Sarah, and two grandchildren, Kaitlyn and Antonio.