Your Support Team Victoria Bach President (585) 433-9124 firstname.lastname@example.org Vikkie served as president, CEO, co-owner and chief compliance officer of another broker dealer and investment advisory firm . She became the president of Evolution Financial Advisors (EFA) in 2016. Now, as president of EFA, a super... Read more D. Robert Anderson Vice President (585) 433-9124 email@example.com Rob began his career as an independent insurance agent in 1982 and expanded into the securities industry in 1985. He became an advisor for another broker dealer/investment advisory firm in 1997, a branch manager/OSJ in 1998 and a... Read more Chris Virgil, BFA™ Assistant Vice President (585) 433-9124 firstname.lastname@example.org With its focus on groups, organizations and human interaction, a background in sociology helped prepare Chris to serve as a brokerage operations supervisor, a business development liaison and ultimately an assistant vice president at... Read more Mandy Szewczuk Marketing & Operations Coordinator (585) 433-9124 email@example.com After earning a master’s degree in literature and creative writing, Mandy spent a year teaching English in Nagoya, Japan. She joined a former broker-dealer/investment advisory firm as a receptionist in 2007 and later worked in... Read more Elizabeth Carter Senior Principal Support (585) 433-9124 firstname.lastname@example.org After receiving a music industry degree and interning at a media management firm, Liz went to work for another broker-dealer/investment advisory firm serving as a receptionist, direct business specialist and brokerage operations... Read more Alissa Lusardi Operations Analyst 585-433-9124 email@example.com After earning her BS in Business Administration from State University of NY at Oswego, Alissa worked for nearly 10 years in retail banking, holding leadership positions in branch management and small business lending. As part of the... Read more Have a Question? Name Email Address Question Thank you! Oops!