Brody is Suzanne’s eldest son and our office’s Operations Manager, helping modernize our processes and technology to better serve our clients. After graduating from Arizona State University with a BS in Chemical Engineering, Brody worked as a Lab Engineer in Scottsdale, Arizona, where he created test methods and procedures for medical devices. Brody started with Upstate Professional Planning at the start of 2024 and has since earned his FINRA Series 7 and 66 licenses through LPL Financial, as well as his New York State Life Broker license. He looks forward to a future career as a Financial Advisor, where he can put his people-first focus to work in helping clients build strong financial legacies.
Brody and his fiancée, Jenna, live in Fairport and share a love of music – a cornerstone of their relationship that started at a concert! They love sharing meals with friends and family and spending time outdoors, whether that’s hiking, skiing, camping, golfing, boating, or just laying out in the [sun (for Jenna)/shade (for Brody)] with a book. Brody is also an avid sports fan, who supports the Bills, Sun Devils, Sabres, Suns, and Diamondbacks, in that order.