Meet the Team

A journey of a thousand miles begins with a single step.

--Lao Tzu

Fun Finance Inc.

Our Team

At Fun Finance Inc. , we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. That's where Fun Finance Inc. comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.

Mary Demo [Your Name], CIMA®, AIF®

Financial Advisor

David Smith [Your Name], CIMA, AIF, CRPC

Financial Advisor

Sue Demo [Your Name], CIMA, AIF, CRPC

Financial Advisor

Our Community

Working Together

Rochester is one of the few areas that truly feels like a community.  From the people that cherish it with their families to the businesses that bring life to its festivities, we are incredibly grateful to consider Rochester our Hometown.

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