Marlene Dattilo, CFP, CLTC, CFBS
Partner
Marlene takes pride in building relationships and applying her talents as a planner and organizer to help clients understand and achieve their financial objectives. Marlene's skills and experience are especially valuable in helping closely held business owners navigate financial issues that “take them away from running their businesses.” Another area of focus for Marlene is helping clients plan for retirement so they don't outlive their income or spend it all on a long-term care event.
Education: Bachelor of Science from St. John Fisher College
Home: Webster
Family: Husband Sam and children Joe, Chris, Mandy, and Rebecca
Hobbies: Outdoor hiking, biking, running, reading, and traveling
Favorite ice cream flavor: Chocolate
Favorite charities: Mary Cariola Children’s Center, Breast Cancer Coalition of Rochester, and Alzheimer Association
Favorite quote: “Go big or go home.” - Unknown