Amy Irvine

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner. When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind. When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you: Build a complete, well organized understanding of your financial situation Understand where your money is going and align spending to achieve your goals Invest your money wisely, understand risks, and build wealth over time Invest in your children’s future, including their education Map out a realistic and achievable plan for your current goals and retirement Follow proven methods to stay on target, with experts by your side every step of the way There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way

Marco Hickey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member of the Cornfield Group since June 2010. He holds the Chartered Financial Analyst (CFA) designation, earned in August 2014, as well as FINRA Series 7, Series 66, and Series 9 securities registrations, and a State Insurance License. With over 15 years of experience, Marco focuses on goals-based wealth management, delivering tailored and tax-efficient asset allocation strategies for individuals and small businesses. His areas of expertise include college education planning, philanthropic planning, managing new wealth, socially responsible and ESG investing, tax minimization, retirement income, and small business strategies. Marco holds a Bachelor of Science degree in Economics from Elmira College. He is an active member of Rotary International and participates in community service through Meals on Wheels. Marco is proficient in English and Italian.