ABOUT ROOTED PLANNING GROUP
YOUR financial planning TEAM
AMY IRVINE, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™
KATE WELKER, CFP®
BECKY EASON, CFP®
KERRIE BEENE, CFP®, APMA®
ELIZABETH ZEMAK, EA, WMS™
Support
Debra Kerr, Operations
Donna Spear, Client Experience Associate
Contact Us
Our Location: 10 East Market Street, Corning, NY 14830
Hours: Monday and Friday by Appointment Only Tuesday – Thursday: 9AM – 5PM EST
Phone (607) 438-2761