Planning

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

Retirement, creating a legacy and business owner succession plans require careful consideration and diligent planning. Our process is collaborative and thorough; we help you identify, clarify and monitor your plan each step of the way. Throughout the process, our main goal is to help you achieve yours.

Whether you’re planning to retire someday or you’re already retired, planning your legacy or your new home purchase, we begin our planning process the same way: we listen. We gather information, help you identify your priorities and together we develop a path for your financial future. We check your progress regularly, as it is only natural for goals to evolve over time, and make changes as necessary to keep you on track.

Because life happens beyond the traditional Monday to Friday workday, we invite you to access your plan whenever and from wherever you wish through our dynamic, interactive planning tool. From your personalized planning center you can view your plan, update your goals and create new scenarios for discussion with your advisor.

Click here to access your plan

Meet our Planning Team

James T. Englert

President and CEO

Ken Burke

CFO & General Manager

Mike Donnelly

Portfolio Manager and Vice President, Advisor Services

Debbie Bastow

Senior Financial Advisor

Alecia Fisher Dougherty

Senior Financial Advisor

Maureen J. Pilato

Senior Financial Advisor

Randi Beach

Financial Advisor

Debbie King

Financial Advisor

Russell Mandrino

Financial Advisor

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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.

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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.

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Mike Donnelly

Mike Donnelly, CFP®, MBA, Portfolio Manager and Vice President, Advisor Services

p 585-935-8532
e mdonnelly@highfallsadvisors.com

Michael Donnelly, Portfolio Manager and Vice President, Advisor Services is a portfolio manager and oversees the team of financial advisors at High Falls. Mike joined High Falls Advisors in 2012. He began his career in financial services in 1997 at The Vanguard Group and later joined Fidelity Investments as a Vice President/Sr. Account Executive of the Private Client Group. Mike manages the Enhanced Allocation Strategy and Select Sector Portfolio strategies. In addition to portfolio management, he is the Vice President of Advisory Services and a CERTIFIED FINANCIAL PLANNER™ practitioner. Mike specializes in investment management and working with individuals to construct personalized, comprehensive financial plans tailored to each client's specific goals and objectives. Mike graduated from the University of Rochester Simon Business School Executive MBA program in 2016.

Mike Donnelly

Mike Donnelly, CFP®, MBA, Portfolio Manager and Vice President, Advisor Services

A native of suburban Philadelphia, Mike moved his family to Rochester in 2008 and resides in the town of Victor with his wife and two children. He is a passionate sports fan, and enjoys baseball and golf and still plays ice hockey.

Mike spends his time away from the office with his family. You will most often find Mike at a hockey rink, baseball/softball field, or a volleyball court for practices and games depending on the season; sometimes he even coaches.

You may be most surprised to know that Mike moved five times before he started high school. He was born in Hartford, CT, moved to Pittsburgh, PA, Philadelphia, PA, Fairport, NY, and Boston, MA before moving back to the Philadelphia area during his freshman year of high school.

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Debbie Bastow

Debbie Bastow, MBA, Senior Financial Advisor

p 585-935-8504
e dbastow@highfallsadvisors.com

Throughout her career in Financial Services, Debbie has focused on assisting individuals, families, and businesses in coordinating their financial resources with their goals and aspirations, and developing strategies to help them along the way.

Debbie insists on seeing the "whole picture" before she gives investment, insurance, or planning advice to her clients. Her strengths in investment counseling and financial planning are products of her honors degree in Math from the College of William and Mary and her master’s degree in business and finance from the Simon School at the University of Rochester.

Debbie Bastow

Debbie Bastow, MBA, Senior Financial Advisor

In addition to her husband, Jeff, two grown children and her daughter-in-law, Debbie is blessed with three grandchildren who provide both joy and entertainment to her family. Debbie and Jeff enjoy traveling to New Jersey to visit their children and grandchildren as well as entertaining the whole family at their summer home on Keuka Lake.

Debbie has always been active in the community serving on various boards and committees including the Junior League of Rochester, Gilda's Club and the Chatterbox Club.

Debbie also has a long term love for antiques and repurposing "roadside" and flea market furniture and decorative accessories. This began as she took a Colonial Architecture course at William and Mary from a professor brought to lead the Colonial Williamsburg project by John D. Rockefeller in the 30's. This interest had grown into a lifelong hobby she enjoys. Debbie has furnished her home and cottage, as well as her friends' and children's homes. Her husband, however, wishes she had started collecting thimbles rather than furniture!

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Alecia Fisher Dougherty

Alecia Fisher Dougherty, CFP®, Senior Financial Advisor

p 585-935-8526
e afisher@highfallsadvisors.com

Alecia is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of Xavier University. She graduated Magna Cum Laude with a degree in Finance and Marketing. Alecia previously worked at Fidelity Investments for nearly 7 years prior to joining High Falls. As a Senior Financial Advisor, she utilizes her education and experience to help clients achieve their financial goals through diligent planning and discussions.

Alecia Fisher Dougherty

Alecia Fisher Dougherty, CFP®, Senior Financial Advisor

Alecia hails from a small town in Northwestern Ohio. She relocated to Rochester in 2008 with her former employer after living in Cincinnati for six years. She and her husband, Rick, enjoy spending time with their dogs Lucy, a Saint Bernard, and Jake, a Labradoodle. Alecia enjoys to golf, although, she is still a beginner. Rick was a collegiate golfer and continues to give her lessons every round. She also enjoys cooking, reading, and going to the theatre.

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Maureen J. Pilato

Maureen J. Pilato, CFP®, Senior Financial Advisor

p 585-935-8514
e mpilato@highfallsadvisors.com

Maureen began her career in financial planning and investment management in 2001 after earning her Bachelor’s degree in English from Villanova University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and has worked with individuals, families and non-profit organizations through the years, developing comprehensive strategies to meet her clients’ unique circumstances. As a Senior Financial Advisor, Maureen applies her industry knowledge and experience as well as her attentive personality to partner with her clients as their financial caretaker. Using financial planning as the foundation, she designs and recommends strategies to help clients achieve financial peace of mind. Maureen also applies her English degree in her contributions to the firm's marketing and communications initiatives.

Maureen J. Pilato

Maureen J. Pilato, CFP®, Senior Financial Advisor

A Rochester native, Maureen currently lives in Fairport with her husband, Greg, and their two children. In her spare time Maureen enjoys reading, physical fitness and staying active- the third of which comes naturally with young children in the house! The Seneca Park Zoo, the Strong Museum, Lollypop Farm, or in their own backyard, Maureen and Greg find an abundance of joy in re-living their favorite childhood memories as a family.

Maureen also has a passion for baking, and loves to spend time creating sweet treats for her family and friends. Her friends insist that she someday open a bakery of her own, but for now she’d rather offer her confections “on the house.” To date, she has received no complaints.

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Randi Beach

Randi Beach, Financial Advisor

p 585-935-8515
e rbeach@highfallsadvisors.com

Randi's wealth of experience in client service and operations provide a solid foundation for the relationships that she builds with her clients. She partners with Jim Englert to deliver comprehensive financial planning and investment advice while offering operational expertise to our portfolio management group. She has developed an invaluable skill for getting things done efficiently as a result of having held several positions in the financial services field during the past 17 years. She holds a BA degree in business administration from SUNY/Fredonia. She currently holds FINRA Series 7, 63 and 65 licenses.

Randi Beach

Randi Beach, Financial Advisor

When Randi is not watching her favorite sports teams, she likes spending quality time with her family; husband Greg and their two children, Mallory and Henry. Together they enjoy camping, boating and traveling.

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Debbie King

Debbie King, CRPC®, Financial Advisor

p 585-935-8513
e dking@highfallsadvisors.com

Debbie has over 13 years of experience in various capacities in the financial services industry. She utilizes a detailed financial planning model to work with her clients. She is committed to understanding the specific situations of the individuals she advises, thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress made toward those goals and objectives.

Debbie earned the professional designation of Chartered Retirement Planning Counselor℠ (CRPC®) in 2015. She holds Series 7 and Series 66 licenses as well as a NYS Insurance license.

Debbie King

Debbie King, CRPC®, Financial Advisor

Debbie’s favorite topic of conversation is her three dogs, Linus, Cayden and Jordi. Debbie is an avid reader and loves to learn about anything and everything. She also enjoys kayaking and hiking.

Her Favorite quote: “Whether you believe you can do a thing or not, you are right." -Henry Ford

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Russell Mandrino

Russell Mandrino, Financial Advisor

p 585-935-8522
e rmandrino@highfallsadvisors.com

Russ, a former banker with substantial fiduciary experience in trust and estate work, has a formidable record as a portfolio manager and advisor on tax shelters. He has developed very sophisticated strategies for conserving and increasing client assets, and he has a substantial following among families that have complex financial situations. His sense of responsibility for his clients' well-being was developed during the heyday of private banking trust organizations. He is a past president of the Rochester Estate Planning Council.

Russell Mandrino

Russell Mandrino, Financial Advisor

Bon Voyage (Good Journey). If one is fortunate enough to travel, you experience new people, customs, cultures, as well as other geographic features. Travel for Russ is a hobby and a passion!