jblondell@flxinvestments.com

Before joining Finger Lakes Investments, Jake graduated from Coastal Carolina's AACSB accredited Wall College of Business with a BS degree in Finance while focusing on a concentration in Wealth Management. Jake holds his Series 7 and 66 FINRA licenses as well as a NYS Life Accident & Health Agent license.

After several years of experience in the investment world, he was interested in joining a practice that was more in-line with his values and beliefs. Jake says, "Joining my father's practice has been a lifelong dream of mine, seeing him help people reach their financial goals has been so impactful and drives me to help in the same way for many years to come".

Jake specializes in Investment Management, Financial Planning, & Retirement Income Planning for Individuals, Families, and Small Businesses. He is committed to offering comprehensive solutions tailored to the individual needs of each of his clients. Jake is passionate about helping his clients attain financial freedom and security through sound and strategic investments. 

In his free time, Jake enjoys golfing, skiing, and spending time at the lake with his wife, Anna, their two dogs, Olive and Ivy, and friends and family.

Daspenleiter@flxinvestments.com

Dan has been helping families, small business owners and high net worth clients make smart financial decisions since 1995. He began his career in the banking industry and achieved his CERTIFIED FINANCIAL PLANNER™ designation in 2008. He joined the Finger Lakes team as an independent advisor in 2018.

Among his career achievements, Dan was responsible for creating, implementing, and managing the Investment Services Subsidiary at Fairport Savings Bank. He also served as a Personal Banker and member of the Financial Planning team at Canandaigua National Bank & Trust. Additionally, he was also the Director of Financial Planning at a local Wealth Management firm serving high net worth clients.

Dan specializes in retirement income and next generation beneficiary planning. He will take the time to listen and understand what is important to you and develop strategies to complement a comprehensive approach to wealth management.

Dan is the youngest of 7 siblings and has several nieces and nephews. He lives in Webster NY and enjoys spending time with family, cooking, golfing, traveling, and spending time outdoors.

Email: DREICHENHOFER@AMERICANPORTFOLIOS.COM

Dave has been in the Financial Services industry since 1996 and received his CERTIFIED FINANCIAL PLANNER™ designation in 2009. He is a graduate of Roberts Wesleyan where he earned a Business Administration degree. 

In his free time, Dave enjoys coaching his kid's sports teams. He resides in Penn Yan, NY with his wife Shannon, daughter Emma, & son Rhys. 

Phone: (585) 261-2894

Office: 100 Main Street Suite 101 Penn Yan, NY 14527

Trevor is a seasoned CPA and financial advisor dedicated to helping individuals, families, and business owners optimize their retirement income and tax strategies. With a deep understanding of both financial planning and tax efficiency, he takes a comprehensive approach to wealth management—helping his clients keep more of what they’ve earned for their financial future.

Trevor graduated from the State University of New York at Fredonia in 2017 with a Bachelor of Science in Public Accountancy and Business Administration, concentrating in Finance. He holds his Series 65, 66 and 7 licenses, as well as a New York State Life, Accident & Health Agent license. He is also a Certified Public Accountant (CPA) licensed in New York.

Specializing in retirement income planning and tax optimization, Trevor works closely with clients to develop customized strategies that align with their long-term goals. His commitment to financial education and proactive planning empowers clients to make informed decisions with confidence.

Outside of work, Trevor and his wife, Rachel, stay busy with their daughter, Abigail, who was born in October 2024. When he’s not spending time with family, he enjoys golfing, staying active, and cheering on the Buffalo Bills and Sabres. As proud Bills season ticket holders, Trevor and Rachel love sharing the excitement of game days.

Phone: 585-249-0912

Dblondell@flxinvestments.com

Dan founded Finger Lakes Investments in 1997 and retired in January 2026. From the beginning, his vision was to provide truly independent wealth management, free from outside influence over products or company recommendations. Over the years, he built and mentored the team that now carries that mission forward.

Dan emphasized making the financial and wealth-management process easy to understand, helping clients feel confident and at ease. He also instilled in the team the belief that every client deserves to be treated with respect and honesty, and that owning and correcting mistakes promptly is essential. Because reputation and character are earned, those principles remain at the core of the company.

The firm helps people plan for their life goals and offers thoughtful guidance on how to reach them over time. Every client receives honest, objective, and unbiased advice paired with exceptional service. Because of this philosophy, the company has grown entirely through referrals from satisfied clients rather than traditional marketing. Dan believed that if you take care of your clients, they will take care of you, and that belief shaped the culture of the firm.

He also encouraged employees to pursue a healthy balance among work, family, and life, and to give back to their communities in meaningful ways.

Now retired, Dan enjoys spending time with family and friends, being outdoors to appreciate nature, and volunteering.

mblondell@flxinvestments.com

Michelle has been working in her husband Dan's office for many years. In the beginning, she helped part-time while raising their two children, Jake and Jessica.  Now she is in the office everyday and has more interaction with clients.  She answers the main office phone and is the clients' first point-of-contact for any issues, questions or concerns they may have. If clients need to set up an appointment, change their account information or have general questions, Michelle can help. 

If she doesn't answer the phone, that means she's outside. In her time off, Michelle loves kayaking, boating, walking and gardening.

DPhillips@flxinvestments.com

David is a Client Relationship Specialist supporting Jake Blondell. He brings 27 years of experience in consumer, corporate, and operational banking to Finger Lakes Investments. Throughout his career in branch banking, David developed strong, long-standing relationships with clients, earning a reputation for attentive service and reliability. He is excited to apply his extensive background in the financial industry while expanding his expertise in investment services.

Outside of work, David enjoys traveling, gardening, and spending quality time with his father and close friends.

PBRADY@AMERICANPORTFOLIOS.COM

Tricia Brady is a Registered Sales Assistant supporting David Eichenhofer. Her primary role is to assist David with administrative and client service opportunities. 

She holds FINRA Series 6 and 63 licenses as well as a NYS Life, Health and Accident license.

She has 30+ years of financial industry experience including 20 years in the retail banking sector. 

She is a Rochester native and currently resides in Spencerport with her family. 

She enjoys baking, horseback riding, traveling and spending quality time with her friends and family. 

lcollins@flxinvestments.com

Laura Collins is a registered assistant supporting Jake Blondell. She holds a Series 7 and Series 63 license as well as a NYS Life, Health & Accident license. She graduated from the University of Rochester in 2003 and currently resides in Irondequoit with her husband Jeff. 

In her free time, you can find her at the barn with her horse Jackson or reading a book!