Since 2001, Brian has been committed to providing the highest level of wealth advisory services to the individuals and families our firm has the privilege to serve.

Brian became interested in the field of finance during his college studies at St. John Fisher College in Rochester, New York. He holds a degree in Business, with a concentration in Financial Planning, and a minor in Economics.

Brian’s strong attention to detail allows him to identify each person’s individual needs, and then guide them towards their goals. He is dedicated to the financial well-being of those he works with and will tell you that his clients are his main priority. Brian will work tirelessly to ensure the appropriate plan is set in place to achieve their vision for retirement and remain relevant over the course of time.

Brian regularly invests his time in advancing his education to ensure his expertise remains at the forefront of an ever-changing industry.  He has obtained his Retirement Income Planning Designation, Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living credentials from The American College. And in 2004, Brian committed himself to earning the most respected designation in the field, his CERTIFIED FINANCIAL PLANNER™ designation with the Certified Financial Planning Board of Standards, Inc.

During his time with Northwestern Mutual, Brian has given back by mentoring other Financial Advisors. He is often invited to speak to other financial advisors and provide advanced training workshops covering investment planning and tax management. In 2022, Brian was recognized by Forbes, as one of the Best-In-State Financial Advisors.

In his free time, Brian enjoys spending his time outdoors and traveling with his wife Dana, and their four children. He is the co-founder of The Bountiful Table, Inc., a 501c3 charitable organization formed for the purpose of raising funds and food via food drives and charity events, to support local food banks in the Rochester Metropolitan area. Some of his favorite places to travel are Sedona, AZ and Aruba. A two-time New York State Skeet Champion, Brian is also the President of the Finger Lakes Skeet League. He spends his Winter weekends hunting in Hammondsport, NY. And once the weather warms up, he enjoys golfing and spending time on Keuka Lake.

Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

Originally from Honeoye Falls, New York, Cameron graduated from Cazenovia College with a Bachelor of Professional Studies in Business Management, with a specialization in accounting. His financial planning career began in 2011, when he joined Northwestern Mutual. Cameron obtained his New York State LAH, Series 6, 63, as well as Series 7. He has obtained his Retirement Income Certified Professional Designation as well as Chartered Financial Consultant and Chartered Life Underwriter through The American College. In addition to his ongoing education, Cameron spends time mentoring new Advisors in the industry.

In 2020, Cameron partnered with The Mayeu Financial Group, bringing his skillsets to our team and allowing him to make a greater impact on those he serves. Cameron works with clients, helping them achieve Financial Security as they approach and move into retirement. Cameron is passionate about the people he gets to work with every day. He finds great joy in meeting new people and hearing their stories and will tell you how incredibly fulfilling it is to be able to help people create a plan and live a meaningful life.

Since he was a young child, Cameron would spend his summers at the family cottage in the 1000 Islands. He and his wife Danielle have one daughter, Kinsley. The three of them still spend as much of their free time there as they can in addition to traveling to other favorite destinations. An outdoor enthusiast, Cameron enjoys hunting and fishing with his chocolate lab, Remi on their land in Clyde, NY. His passion for the outdoors has led him to be a longtime supporter of Ducks Unlimited and their wetland conservation efforts, Western NY waterfowl as well as various animal organizations. Cameron is an active member of the Vanderbilt Marsh Club.

Ryan graduated from St. John Fisher College with a degree in Economics and entered the industry with Northwestern Mutual in 2008. Ryan joined The Mayeu Financial Group in August 2015, and currently serves as Director of Financial Planning. In this role, Ryan oversees all aspects of our planning and business operations departments working alongside team members to ensure The Mayeu Financial Group provides an outstanding planning experience.

Ryan is driven to help our clients achieve their financial goals, while building lasting relationships. He invests his time in educational opportunities to build his skillset in the field of finance. In 2016, shortly after joining our team, Ryan met the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER™, through The American College of Financial Services. This great achievement allowed Ryan to provide a higher level of service and expertise to clients.

Ryan will tell you that one of his biggest “wins” during his time in the business, was meeting his wife, Lauren. Ryan and Lauren were married in 2011 and have four children, Cora, Weston, Rippkin and Wrenly.

An avid outdoorsman and fitness enthusiast, Ryan enjoys hunting, fishing, and hiking. Ryan believes that working out provides a great environment for improvement mentally, physically, and emotionally. You can often find him at the local CrossFit gym or working on the homestead he is creating with his wife and children, to increase their self-sustainability.

Ryan and his family are actively involved in their church community and dedicate their time supporting organizations such as Compass Care, Food for The Hungry, and Compassion International.

Born in the sunny state of Florida, Jim moved to Rochester, NY in February of 1987. Four days after his arrival, he traveled to Buffalo, NY to complete his Life, Accident and Health exam, where he was greeted with the typical Buffalo NY snowstorm, that left the county with road closures and delays.

Welcome to Upstate NY!

A graduate of West Virginia University (WVU), Jim completed his studies with a dual degree in Marketing and Management in 1978.

Jim’s career with Northwestern Mutual started out as Agency Supervisor where he was responsible for recruiting, training, and mentoring new agents and interns. Through The American College of Financial Services, he acquired both the Chartered Life Underwriters and Chartered Financial Consultant designations. Jim’s initial attraction to the career was the strategic thinking that goes into helping clients achieve their goals.

“Nourishing one’s knowledge and skillset are critical if you plan on being relevant to your clients”. His passion is to leave each person he meets, in a better position to obtain the things they want in life. Jim will tell you, planning is a process!

As a member of the Estate Planning Counsel of Rochester, Jim has found great value in building relationships with other professionals in the Rochester area.

Prior to his career start at Northwestern Mutual, Jim sold real estate in Phoenix, AZ. He also joined a national fundraising firm where he was promoted to management after his first year. Four years later the district became #1 in the country. A proud career achievement for Jim!

Growing up Jim lived in 7 different states including Florida, Arizona, New York, California, Pennsylvania, Illinois, and West Virginia. He married his wife Sarah and have two daughters, Kristen and Teagan.

Just like building financial security plans for clients, Jim enjoys woodworking and building projects. In his free time, he enjoys hiking, fly fishing, and hunting. Jim has played in a men’s soccer league for the past 6 years. Late night, you can find him walking his black lab, Kyah. And on any given Sunday…GO BUFFALO!

Dana entered the finance industry in 2007. She joined The Mayeu Financial Group in 2019, where she currently serves as our Chief Strategy Officer.

After a fruitful career start as a Financial Advisor, Dana founded her own firm where she introduced her client-focused and woman-empowering brand of financial advising to the Rochester, New York, market. She is passionate about guiding people through life transitions that inevitably impact their financial needs.

Dana’s love of financial planning took root in the St. John Fisher College business program. She graduated with a degree in Business, with a concentration in Financial Planning and Corporate Finance, and a minor Accounting.

Regular investment in educational opportunities builds Dana’s skillset in the field of finance. In 2014, Dana trained with the Durham, North Carolina-based Institute for Divorce Financial Analysts™ to earn a Certified Divorce Financial Analyst designation (CDFA™). In 2018, Dana spent time in Phoenix, AZ, to obtain advanced training through the Divorce Financial Planner Training Center. In this role, Dana would act as the financial professional and help craft settlement solutions for her clients.

Dana is the Founder of The Bountiful Table, Inc., a 501c3 charitable organization formed for the purpose of raising funds and food via food drives and charity events, to support local food banks in the Rochester Metropolitan area. Additionally, Dana is actively involved in many women’s business organizations, including FemCity, where she served as the Leader of the Rochester Chapter, the International Association of Women, Women TIES and the Rochester Women’s Network.

An avid physical fitness hobbyist, Dana participates in an elite athletic endurance charity program, Team in Training. Family experience with cancer motivated Dana to become active with the Leukemia & Lymphoma Society, where she raises money to fund research and find cures for Leukemia, Lymphoma, Hodgkin’s disease, and Myeloma.

Dana likes to spend her free time exploring the Finger Lakes, hiking, and traveling with her husband, Brian, and their four children.

Victoria joined the Mayeu Financial Group in 2023 after spending 4 years in the Financial Services Industry. As Director of Client Relations, Victoria regularly communicates with our clients to coordinate meetings and manage service requests. She also works closely with our Planning Team to help manage workflow processes.

Originally from Brighton, NY, Victoria graduated from SUNY Geneseo, Phi Eta Sigma & Psi Chi honor societies’, with a major in Psychology and minor in Business. After college, she worked as an Au Pair in Australia for 6 months.

Victoria’s own interest in personal finance led her to simply want to learn more. Thus, the start of her career, where she quickly obtained her Series 7, 66 and Life Accident and Health licensing. She has since pursued additional credentialing as a Retirement Income Certified Professional. Victoria will tell you that one of the things she enjoys most about her career, is the ability to positively impact people’s lives.

As a true travel enthusiast, Victoria continues to check off her bucket list of places to visit. She has been to Italy, Greece, France, Germany and New Zealand. Next on her list includes Switzerland and South Africa. In her free time, she enjoys Pilates, reading, working on puzzles, spending time in the outdoors, and playing with her Bernedoodle Moose.

Gay joined the Mayeu Financial Group in 2010. She brings with her 25 years of experience and expertise and now currently acts as our Director of Client Relations. Gay acts as our client liaison, team point person and concierge.

Originally from New Jersey, Gay grew up in a small-town east of Syracuse. After obtaining her BA from Suny Geneseo, she made the move to Rochester, NY. Gay began her career in Property/Casualty Insurance, before being enticed by friends and colleagues to obtain her investment registration licensing. Gay currently holds her Series 6, 7, 63, 65 and 31. She has since pursued additional credentialing as a Chartered Life Underwriter, Chartered Financial Consultant and Retirement Income Certified Professional.

Gay’s interest in working with people, and her desire to take care of people are two things that lured her into the financial services business. She will also tell you that she loves working together with the team, each new plan representing a challenge, a puzzle to solve, and being able to meet the needs of our clients.

Her love for animals and the outdoors has led her to support numerous animal organizations as well as various National Park Organizations. In her time away from the office, Gay enjoys playing tennis and golf, as well as traveling annually (for 30 years) to Cape Cod with family and friends.

After spending many years raising her two young children, Susan wished to step into her next career, outside of her home. She joined Northwestern Mutual in 2018 and joined The Mayeu Financial Group in 2020. Currently, Susan acts as our Director of Investment Relations. In this role, Susan is responsible for daily investment operations.

She will tell you that her experience working in the industry over the past few years have led her to develop a true appreciation for what we do. She finds her work to be exciting and believes she is truly making a difference in people’s lives, which is extremely rewarding to her. Susan continues working to advance her education to help better serve our clients.

Originally from Ithaca, New York, Susan graduated from Ithaca College with a degree in Psychology and went on to receive a Master of Education from Nazareth College. She married her husband Marc, and they have two daughters, Emma and Ella as well as a beloved rescue dog, Nala.  Their family loves to travel to various beach destinations and hope to someday get to Hawaii. Susan enjoys reading in her free time, as well as scrapbooking. This creative outlet has allowed her to document special life events and memories with her family.

Danielle Smith entered the finance industry with Northwestern Mutual in 2013 and joined the Mayeu Financial Group in 2022. Originally from Watertown, NY, Danielle currently resides in Macedon, NY with her husband Cameron, their daughter Kinsley, and chocolate lab, Remi.

As our Client Service Associate, Danielle is responsible for maintaining our software systems and electronic filings, handles client service requests, and works closely with our Planning Department to manage workflows. She currently holds her New York State License for Life, Accident & Health, and is a licensed New York State Notary Public.

Danielle attended Jefferson Community College where she obtained a degree in Applied Science in Office Technologies. She enjoys a career that allows her to help our clients, where they know they can count on her to get the job done.

In her free time, Danielle enjoys cooking, boating on the St. Lawrence River, wine tasting and traveling. You can often find her donating her free time to various organizations and finding ways to give back to her community. Her favorite show – The Home Edit! “I love to organize anything and everything (my own items but especially other people’s things).

Born in Cincinnati, OH, Brea relocated to Western New York at a young age, moving throughout various parts of the area. She attended Houghton University and Roberts Wesleyan University, majoring in Music Performance and Education. Brea joined Northwestern Mutual in 2019 after learning of a career opportunity with Financial Advisor, Jim Ayers. Having worked in the security industry for 11 years prior, Brea appreciated the fact that by working at Northwestern Mutual, she would be able to continue helping to provide peace of mind and a sense of security to others, just in a new capacity.

In 2023, Jim merged his client base with that of The Mayeu Financial Group, and Brea continues to assist in all day-to-day functions of Jim’s business as well as joint business with MFG. To be able to best serve clients, Brea attained her New York State License for Life, Accident, and Health Insurance as well as her FINRA Series 6 and 63 registrations.

Brea resides in Henrietta, NY with her husband Alex, their two sons, Dean and Reilly, and their cat, Ollie (or Pancake, as Reilly recently dubbed him for his love of stealing pancakes). She enjoys spending time outdoors, whether it be walking/running, golfing with her husband, or just lying in her hammock with a book. The Saxon family also likes to take in all that the Greater Rochester area has to offer, from the zoo to the planetarium, and are often found huddled around the television on any given Bills gameday. In the rare instance Brea has time to herself, she enjoys pursuing varied creative endeavors. Her favorite vacation spot is Walt Disney World, though she was able to travel to Disneyland in California with her husband in 2022, seeing the Pacific for the first time. She hopes to use her newly acquired passport to see other parts of the world one day. Her dream vacation would be to travel through Europe, seeing all the castles, catacombs, and cathedrals she can, walking along beaches where able, or a trip to Japan.