Rochester Program

The Establishment on the road

We just love a good road trip.

Did you know we’ve expanded our private class offerings across Upstate New York to Rochester, Syracuse and Utica through our On The Road Program? That’s right. The Establishment now offers private classes in each of these cities for businesses, groups, organizations and friends.

Email us at or call 716.428.3475 to arrange for your free private class. We’ll take care of the details.

Meet An Advisor in Rochester, NY

Meet your team of Rochester advisors who can help you cover money need-to-knows—and make sure you have fun along the way.



Joe Bianchi

my story

Once I left the automotive industry and started in the financial services business 13 years ago, I knew I wanted to stay. Helping people create a financial roadmap to plan for the future and watching them get a sense of security in knowing they are going to be all right is a great reward. It’s very important for me to make a difference in someone’s life – even someone I don’t know.

When I’m not dispelling many of the financial misconceptions people have, I enjoy golfing, vacationing with my wife, and playing with my dogs. I was born in Illion, NY and raised for most on my life in Greece, NY. I love the relatively short commutes wherever traveling in Rochester, where people enjoy a lower cost of living over other major cities.


Marlene Dattilo, CFP, CLTC, CFBS

my story

Financial services offered me a paying job right out of college and a way to learn about money. I thought it might be a handy topic for adulthood. Thirty years later, this is the only work I know how to do.

But this is much more than a job to me. Building relationships and making new friends are the most rewarding aspects of being in this career. It does get personal. Often, when working through a financial crisis with a client, I tend to feel their pain. But the successes are great, too. Building a firm that will live long after I’ve retired (hopefully to Aruba) inspires me.

Outside of work, if I’m not enjoying an outdoor music concert, I’m content just hanging out at home.


Jim Ferrari

my story

Everything I do is for my family. So after 24 years in the restaurant and foodservice industry, I went into financial services because it offered flexibility for family and the freedom to build my own business. The field is so rich, it can be a challenge staying focused on just one thing at a time.

Over a decade later, I still enjoy seeing my clients and team reach and exceed their goals. I feel rewarded knowing I was there to coach them along their way to success.

Outside of work, I love to cook and build/fix things. Remodeling and fine woodworking is another passion of mine, which I did professionally. I can build custom doors and moldings in my own shop. Beyond that, I like spending time with my family and attending my kids’ sporting events.

Originally from Walworth, I live in the Rochester area simply because everything is 20 minutes away and my family is here.


Eric Palumbo

my story

Failing to plan is planning to fail. That’s my mantra. I saw the effects bad planning can have on people and that is what led me to a career as a financial professional about 10 years ago.

Unlike most of the educators at The Establishment, I am based out of Rochester, New York and I am stoked to help take this program “on the road” to educate individuals here in our community.

What do I love most about my job? Getting to build relationship with all sorts of people from different walks of life and helping them get a handle on their financial future.

I am proud to call Rochester home where I live with my wife Jen and our daughter, Francesca.


Chris Shekell

my story

While growing up in a blue-collar family, money was a common topic of conversation. I’ve always had an interest in the financial services industry and wanted to learn how to make smart money decisions and eventually pass that knowledge on to others.

Now, helping people reach their financial goals is the most rewarding part of my work and has always been a focal point in my ten-year career. My first job out of college was a Registered Representative for John Hancock. After a Management role at Transamerica, training and educating new financial advisors in Atlanta, GA, I helped wealth managers and investment advisors implement insurance and estate planning concepts into their practices. In 2016, I moved from Atlanta to Rochester to be closer to family and started working at MassMutual New York State in 2017.

I enjoy being within walking distance of restaurants, bars, parks and my office. Outside of work, I enjoy volleyball, golf, traveling and cooking.


Jillian Jones, MBA, CDFA®

my story

I grew up wanting to be an attorney and a psychologist—and ended up perfectly in-between. Most people worry about their finances to some degree. And when those worries become a burden, or preferably before, I’m here to help. Nothing eliminates anxieties like learning to overcome your greatest challenges and plan for your dreams.

Everyone needs something different. Even two people who may seem similar will probably have very different financial goals and challenges. The plans I create for them need to be just as individualized. It’s like taking thousands of puzzle pieces, some that I can only find by really getting to know someone, and fitting them all together into a beautiful picture. Financial planning is actually very creative. There are so many ways to get to a solution.

I love seeing the transformation that takes place in the people I work with. From anxious to composed. From unsure of the future to confident in their ability to handle their finances. I’m also passionate about supporting animal welfare and empowering women.

Explore Our Available Classes

From paying off your student loans to looking far into the future with retirement options, Establishment classes give you a chance to dive in to the topics that matter most. So, for just one night, go back to school—no homework or final exam required.