Broker Check


Carl Lutz, ChFC®, RICP®, CLTC

Financial Advisor


Since 1999, Carl has served more than 400 families and business owners in the area of building and protecting wealth. Having owned a family business with his father for 16 years and employing over 20 people, Carl has the ability to...

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Douglas Miller, CLU

Special Agent

Since 1992, Doug Miller has served hundreds of families and business owners in the area of building and protecting wealth. Just recently, in order to perpetuate a legacy of service and value to his clients...

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Mary Jo Hollingshead

Administrative Assistant


Mary Jo joined the Lutz & Associates team in the summer of 2014. She comes to us with a wide range of experience in both pharmaceutical and e-commerce industries in various client services roles where her focus has always been on...

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James R. Fashano


Jim is the president of Alliance Advisory Group, Inc. (AAG) and the associate general agent for Guardian in upstate New York. Jim is a 1990 graduate of Gannon University and holds his bachelor's degree in finance and economics. He...
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Rocky Martini

Financial Representative

Rocky Martini joined Alliance Advisory Group as a financial representative in June 2014. Previously, he had the opportunity to support the daily operations and customer needs of his family's business as the lead store manager for...

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Matt Vahue, CLF

Regional Director


Matt Vahue is the regional director of Alliance Advisory Group, guiding the firm's growth in the Greater Rochester and Finger Lakes Regions. Prior to joining Alliance Advisory Group, Matt spent over six years with the Principal...
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