Our Team

(585) 572-7036 
ryan@previswealth.com

Since 2003, I have been serving families and providing financial advice to support their endeavors with a focus on financial literacy and education. Our industry has overcomplicated the planning process and I have a passion to make it simple and transparent.

I grew up in Fairport, NY and after graduating high school I continued my studies at Cornell University where I majored in Economics and played Varsity Lacrosse. I began my career as an advisor while finishing my senior year in college, and have continued to build my practice ever since.

I have been blessed with a wonderful family. My Wife, Melissa, and I reside today in Penfield with our two sons, Brady and Colin, and our four dogs (Theo, Charlie, Daisy, and Auggie). Outside of work, I am likely to be found on or around a Lacrosse field. We are involved in a wonderful ministry called FCA, Fellowship of Christian Athletes, where both of our boys play on the FCA Northeast Lacrosse team. In addition, I am also a High School Lacrosse referee.

Schedule Appointment

(716) 303-0770 
rob@previswealth.com

From the beginning of my career as a financial advisor in 1996, helping individuals and families achieve financial peace of mind has been my passion. My goal is to simplify the planning process and provide clear and straight forward financial solutions.

I am a WNY native who grew up in North Tonawanda. After high school, I attended The Ohio State University where I graduated with a degree in finance while playing Division 1 college hockey. While in college, I was selected in the 1991 NHL draft by the Hartford Whalers and played 2 years of minor professional hockey after graduation. Since the end of my playing days, I have incorporated the same work ethic and teamwork skills learned into building the practice.

Currently, I live in East Amherst with my wife Denise and our two sons RJ and Cole. We are all passionate sports fans, especially of our hometown Buffalo Sabres and Bills. When away from the office, I can probably be found spending time with family and friends (more the better)… often at a hockey rink, golf course, or some other sporting event.
 

Schedule Appointment

(585) 632-5145
kevin@previswealth.com

With a transparent and straightforward approach to Financial Planning, I strive to make a difference in the lives of our clients and their families every day.

Originally from just outside of Plattsburgh, NY up in the Adirondacks, I first came to the Rochester area for my Undergraduate Degree at SUNY Brockport. After obtaining an MBA from the University at Buffalo, I started my career as a Financial Advisor in June 2014.

With my Wife, my Dad, and several other friends and family members being Teachers, I have always had an affinity for Educators and have made them a focal point of my Practice. In addition, I specialize in helping young professionals establish the building blocks for a successful financial future, but also enjoy working with clients of any age or background.

I currently live in Chili with my Wife, Kate, and our two sons, Carter and Caden. In my free time, I enjoy playing Golf and Soccer, as well as being an avid New York Yankees, New York Giants, and Syracuse Basketball fan.

Schedule Appointment

(585) 326-2260
jennifer@previswealth.com

I am a native of Upstate, NY with a philosophy and passion for growth and service. After serving 10 years with the United States Navy, I went on to earn a degree in Education from Oswego State University.

Following my first career in Teaching, I entered the Financial Services industry in 2019 to help people gain confidence toward building a successful financial future for themselves and the people for whom they care for and love. 

I stay involved with Rochester's Community Based Organizations, and enjoy racquet sports and outdoor adventures, such as hiking, climbing, and water sports. I have two adult daughters, Jessica and Maddie; and live in Irondequoit with my husband, Rob.

(716) 202-9311
melissa@previswealth.com

Born and raised in Western New York, I am passionate about helping others and building meaningful relationships. After 18 years in Consumer Finance Banking, I transitioned to Wealth Management in 2011. While my time as a Financial Advisor was rewarding, I discovered my true passion lies in fostering connections and directly supporting clients, focusing on exceptional service and impactful relationships.

With a genuine, empathetic approach and attention to detail, I pride myself on going the extra mile to turn clients into trusted partners, helping them navigate their financial journeys with confidence and peace of mind.

Outside of work, I enjoy hiking, electric unicycling, and spending time with my husband, John, our two fur babies, and my four adult children: Amanda, Angelina, Nicholas, and my stepson, John.