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Our Team

Protecting the people you care about with life, family & business financial planning

Meet the people at Champlin & Associates

Partnering with our clients, the team at Champlin & Associates uses a disciplined approach to develop a complete picture of where their clients are now and where they want to be financially in the future. Then, the team coordinates the advice of accountants, attorneys and other counselors into comprehensive plans of action for their clients...always providing service above all.

Brad L. Champlin

Financial Adviser

(585) 899-1227

[email protected]

Brad Champlin partnered with Centra Financial Group in 2010 as a Financial Advisor and Senior Associate. Prior to this, Brad had been with Alliance Advisory Group since 2004. A well-rounded and seasoned professional, his specialties incl

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Amanda Champlin

Financial Adviser

(585) 899-1218

[email protected]

Amanda joined Champlin & Associates in 2004 as Brad Champlin’s part-time assistant and in 2013 came onboard full-time as his Office Manager. She came to the realization that she wanted to have a more impactful interaction with client

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Dan Biviano

Financial Adviser

(585) 899-1214

[email protected]

Dan Biviano recently joined the Champlin & Associates team at Centra Financial Group. He brings with him over 12 years of experience helping business owners identify and achieve their goals in the food service, manufacturing, sales a
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Rachel Adonis

VP Relationship Manager

(585) 899-1258

[email protected]

A proud Buckeye from Fremont, Ohio, Rachel has enjoyed an extensive career in financial services in both Buffalo and Rochester, NY, with roles in product management, retail banking and business development. With the City of Rochester's E
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Jenifer Cawley

Administrative Assistant

(585) 899-1218

[email protected]

Jenifer joined Brads team in September of 2013 as a part-time Administrative Assistant/Bookkeeper with more than 10 years of accounting experience. She provides the team with an extensive background in accounting, QuickBooks, office mana
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Lauren Hale

Office Manager

(585) 899-1227

[email protected]

Lauren joined Champlin & Associates in May 2016 as a full-time administrative assistant. She is responsible for the office, data and case management, underwriting, case design and client communication among other tasks.Lauren
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