Meet OUR TRAINERS
Lead Trainer Wealth Management
Francis Clement
Clement Wealth Management
Certified Financial Planner (CFP), Wealth Management Certified Professional (WMCP).
“My mission is to lead qualified clientele to financial independence through careful and innovative fee-based planning.”
(585)248-4709
Francis J Clement : Northwestern Mutual Wealth Management Company (francisclement.com)
Licensed Personal and Commercial Insurance
Sarah D. Goins
Goins Insurance /Licensed in all 50 states
It's important to consider permanent life insurance to enjoy while we're alive, as well as to leave a legacy to our next generation. The Goal must be about building Generational wealth that leaves a legacy.
"The road to faith is a straight and narrow path."
The narrow road methodology symbolizes the sacrifice required to build and grow Generational wealth.
(585) 524-8581
Personal Finance Coach
Kristen Rogers
Monetarily Savvy
Monetarily Savvy was designed to help single mothers transform their monetary mindsets and habits through financial education, tools, and supports. It now empowers others to achieve their financial goals and improve their long-term financial wellbeing to create wealth. Financial Enhancement training serves as a catilyse to financial wellness and money management and is the foundation on which pillars of wealth is built upon. It's difficult to obtain and maintain wealth without a solid financial mindset or without positive financial habits.
"It's not about how much you have, but how you steward what you have."
Youth Trainer
Issac McGee
Certified Teacher
"By training our youth early, financial wellness can be a way of life and not a short term project."
Accounting – Payroll – Consulting
Investment Training
Al Hamilton
Hamilton & Ruiz Co.
Stock Market investing is the second only to Real Estate as Wealth Building tool.
"A wise person leaves an inheritance to his or her children’s children."
(585) 563-9690
Money Management Trainer
Chief Operating Officer of Cerion, LLC
David Stewart
Pastor Destiny Preparation Church Rochester, NY
As a Rochester Business leader, Pastor Stewart was a Chemist and Manager at the Eastman Kodak company for nearly 30 years. He led Rochester Silver Works, LLC as General Manager and Senior Vice President for three years, managing revenues of nearly $20M, annually. He is currently Chief Operating Officer of Cerion, LLC, an advanced materials research and manufacturing company.
(585) 789-1DPC(372)
Business Start Ups-Community Wealth Building
Pauline Josephs-McCleary
Moving Forward Training Source, Inc.
MS, BS, AAS, Certified Trainer, Coach, Speaker, Entrepreneur
Legacy Makers Wealth Initiative provides tools to create a stronger economic foundation to help individuals and families obtain personal and generational wealth that can leave a legacy.
"God has given us the power to get wealth and the time is now. Become a Legacy Maker."
movingforward2purpose@gmail.com
(585) 705-8875
Associate Financial Representative
Sherry Mitchell, MBA
Clement Wealth Management
Our goal is to help clients transition from financial security to financial independence, as well as
protect, optimize, and grow their assets. We help clients identify and address any significant gaps in
their financial plan.”
(585) 248-4796
Dedicated to making your world of money resources better throughout the generations.
We can also be reached via Legacy Makers Wealth Initiatives at the email below: