David is a Managing Partner and Wealth Manager of the firm. David's education began at the University of Buffalo, earning a Bachelor of Arts degree in Communication with a concentration in Public Relations and Advertising. After graduating from Buffalo, David went into the financial world working for M&T Bank and then M&T Securities as a Financial Consultant for over 11 years.
While working full-time at M&T, David obtained his Master's in Business Administration at St. John Fisher College in 2008. Although established in Rochester, he served across multiple demographics in upstate New York including Syracuse and the Corning market. David's passion in life is helping people.
While working full-time at M&T, David obtained his Master's in Business Administration at St. John Fisher College in 2008. Although established in Rochester, he served across multiple demographics in upstate New York including Syracuse and the Corning market. David's passion in life is helping people.
Services
Learn about our Investment Management process that helps customers plan properly for producing sufficient income in retirement. Retirement planning has always been important, but even more so today. Monarch believes an estate plan should determine the eventual destiny of your assets. In combination with your Estate Plan, your Legacy Plan should communicate your core values to future generations.
Constantine was a founding member of Monarch Wealth Management back in 2014, responsible for developing the firm's corporate infrastructure and implementing a systematic process of investment management. He focuses on retirement strategy, asset management, and consulting with individuals and business owners.
Mark R. Ziemba II is an Accredited Investment Fiduciary and holds himself to the highest standards in the industry. He has the advantage of being supported by a team of like-minded advisors who work together as an investment committee to serve clients. Mark is very proud of being progressive in how he conducts himself and charge for services.
Jason joined the firm in early 2020 and started his transition into the investment world just before the pandemic. He has been instrumental in helping clients and advisors within the practice by providing seamless service and excellent communication. Prior to joining the firm, he served as a business owner and worked in high-touch client interactive industries that helped him build the customer relations skillset he showcases each and every day.
Our listing of preferred partners include a number of professionals who deliver an excellent level of customer service, professionalism and experience our clients are seeking. We have a working relationship with all of the following industry professionals. Often, our clients will inquire about assistance with an estate plan, tax guidance and even selling their home and downsizing to something more conducive to their current situation.
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