Broker Check

The Leadership Team

Michael Kochis

Michael Kochis

CEO

Michael Kochis began his career in 1984 and quickly moved into Management. Prior to joining Alliance Financial Group in 2002, Michael managed an agency in Cleveland, Ohio for 18 years. During his career, Michael has been the recipient...

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Jerry Hemmer

Jerry Hemmer

President, CLTC® , CExP®

Jerry Hemmer plays an integral role in the continued success of Alliance Financial Group. Through dedicated leadership, he has helped guide the practice to serve clients in all stages of life, from...

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Michael Longo

Michael Longo

Managing Director

Michael Longo’s dedication to helping others comes through in all that he does. His diverse responsibilities range from training and mentoring new advisors to servicing client accounts...

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Tom Hoover

Tom Hoover

Training Manager

Tom Hoover plays a significant role at Alliance Financial Group. His leadership, coaching techniques, and motivation communicated to our agents and staff creates a positive environment for growth and success...

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Nadean Amer

Nadean Amer

Marketing Director

As the Marketing Director for Alliance Financial Group, Nadean Amer is committed to ensuring the company is well respected, progressive, and remembered. Through one-on-one marketing consultations, digital and print...

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Danielle Beach

Danielle Beach

Recruiting Director

As the Recruiting Director for Alliance Financial Group, Danielle Beach allows people across the country discover their full potential. By providing exceptional candidate support, individuals from a wide-range of industries find themselves connecting with our message and pursuing a career as a Financial Advisor.

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Katherine Bongiorno

Katherine Bongiorno

Broker Manager

As the Broker Manager for Alliance Financial Group, Katherine Bongiorno is committed to ensuring our brokers receive the best support, attention, and product information to ensure the needs of their clients are being best serviced...

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Leading Associates

Steven Phillips

Steven Phillips

Approaching 10 years in the financial services industry, Steven is a rare commodity in the business: a CPA* with a sense of humor! While he understands that planning is no laughing matter, he strives to bring both personality and personalization to each of his clients’ financial strategies...


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Danielle Lucht

Danielle Lucht

With over 14 years of experience in the financial services industry, Danielle specializes in helping business owners and professionals design, pack, and deploy their own plan for retirement...

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Elliot Sokalsky

Elliot Sokalsky

In short, Elliot helps medical and dental professionals get organized with a "Financial MRI." If offered Tiger Woods’ golf club vs. Tiger Woods’ golf swing, everyone would take his swing. It is the skill that makes him so successful, not just the club in his hand...

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Jason Greene

Jason Greene

A Florida native, Jason attained his undergraduate education from the University of Florida (B.A. Sociology 1995), and continued his education by earning his MBA (Finance Concentration) from the University of Central Florida. Jason's expertise in the financial services field will leave you feeling at ease knowing your finances are in great hands.

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Lynne Kimmich

Lynne Kimmich

As a trusted Financial Representative, Lynne's purpose and drive is clear: to provide women with the financial guidance and strategies to live a life of abundance. Her overarching mission is to not only empower young girls and women with financial independence...



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Anne Limongelli 

Anne Limongelli 

Anne Limongelli joined our firm a little less than 2 years ago, quickly making her way to the top. With a personality that makes you never want to stop conversating, Anne displays wonderful character and professionalism.  From insurance to risk management...


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Associates

  • ANNE LIMONGELLI
    Financial Representative

  • BERNE BARTON
    Financial Representative

  • BRIAN CHAPMAN
    Financial Representative

  • GLEN GOLISH
    Financial Representative

  • JAMES BAKER
    Financial Representative

  • JARED TRAUM
    Financial Representative

  • JORDAN MIMOUN
    Financial Representative

  • JOSEF SCHIFFER
    Financial Representative

  • KENNETH SCHULTZ
    Financial Representative

  • PHILLIP HENRY
    Financial Representative

  • RANDY ELLINGTON
    Special Agent

  • REBECCA HIEMSTRA
    Broker

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