Headquarters:
Webster, NY
Year founded:
2017
Number of employees:
22
Phone:
585 231 1595
Email:
info@brightftr.com
Website:
brightftr.com
LinkedIn:
linkedin.com/company/bright-futures-wealth-management-llc
Keith E. Condemi, CFA
Chief Executive Officer and Co-Founder
Robert N. Richard, Jr., EA, CRPS
Co-Founder
Craig LeFeber
Chief Compliance Officer
Leadership
Keith E. Condemi is the CEO and co-founder of Bright Futures Wealth Management, LLC (BFWM). The firm was formed after he served as an officer of supervisory jurisdiction for more than two decades. Condemi earned a finance degree from Cornell University in 1992 and attained his Chartered Financial Analyst (CFA) designation in 1998. He was also trained as a chef in Switzerland, where he studied European cuisine and wine.
“What I like most about Bright Futures Wealth Management is the ability to craft and the satisfaction of watching clients and advisors successfully follow a path to their ‘Bright Future,’ aided by our collaborative team of dedicated professionals,” Condemi says.
Chief Executive Officer and Co-Founder
Keith E. Condemi, CFA
Robert N. Richard, Jr., is a co-founder of Bright Futures Wealth Management and the founder and CEO of Assabet Financial Group. A practicing financial professional since 1994, he serves on Bright Futures’ executive and compliance teams, guiding the firm’s fiduciary oversight of client assets and regulatory responsibilities. He holds the CRPS designation and multiple securities registrations and is an enrolled agent authorized to represent taxpayers before the IRS. Richard’s leadership, industry-wide vision, and disciplined philosophy – rooted in conservative investment management, asset allocation, modern portfolio theory, and tax-efficient planning – shape firm-wide excellence and help drive Bright Futures’ culture of professionalism and client stewardship.
Co-Founder
Robert N. Richard, Jr., EA, CRPS
Craig LeFeber is the chief compliance officer for Bright Futures Wealth Management, LLC, with more than 30 years of experience across banking and insurance. He enjoys building systems that ensure fair client treatment and accurate billing, as well as helping clients through the planning process. Since 2011, he has supervised advisors and refined his compliance expertise through practice and mentorship. Outside of work, LeFeber coaches youth sports, volunteers in the local community, and enjoys hiking. He lives in Richmond, Virginia, with his two children.
Chief Compliance Officer
Craig LeFeber
Kevin Fahey
Partner and Financial Advisor
Kevin Fahey is the managing partner of Rochester Wealth Partners and has spent his career in the financial and banking fields. His primary goal is to partner with clients and help them navigate the financial landscape. Recognizing that each client has different needs and goals, Fahey takes pride in tailoring his approach to each individual’s circumstances. Outside of work, he is an American history enthusiast who enjoys visiting museums and battlefields and reading.
Partner and Financial Advisor
Kevin Fahey
Martin Paul
Co-Founder and Financial Advisor
Martin Paul is an investment advisor and co-founder of Bright Futures Wealth Management, LLC. He has provided financial services to clients since 1974. Paul maintains Series 1, Series 63, and Series 65 securities registrations and is securities licensed in 10 states. He is also a licensed insurance producer and Massachusetts real estate broker. He graduated from Boston College with a degree in finance and serves as vice president of his BC alumni class. Paul served in the U.S. Army as a Ranger and attained the rank of captain. He is also a former president of the American Cancer Society’s Massachusetts South Shore Unit.
Co-Founder and Financial Advisor
Martin Paul
Melissa Mary Florin
Registered Administrative Representative
Lourdes DeJesus
Member
Lisa Harvey
Customer Support
Pam Chhabra
Manager – Residential Strata
Melissa Mary Florin is an assistant to Keith E. Condemi, CEO of Bright Futures Wealth Management, LLC. She has more than 25 years of experience in the financial industry and holds Series 6 and 63 registrations in New York state. As Condemi’s assistant, Florin manages client service and new business.
“What I enjoy most is the humble honor of assisting clients with their financial needs and retirement goals,” Florin says. While she began her career in sales, she discovered a greater passion for supporting registered representatives while ensuring adherence to rules and compliance.
Registered Administrative Representative
Melissa Mary Florin
Lourdes DeJesus is a member of Bright Futures Wealth Management (BFWM) and Equimark East LLC, where she serves as an administrative professional and bookkeeper. She manages office operations, processes new business for advisors, and supports transitions for advisors joining BFWM. DeJesus also helps advisors and staff strengthen training, technology use, and daily processes to create more efficient and thoughtful client experiences.
She holds an accounting degree from Monroe Community College and previously interned with the New York Attorney General’s Office, supporting forensic accounting work. Outside of work, DeJesus has three children and enjoys traveling, creativity, and celebrating her family’s Hispanic and Indian cultures.
Member
Lourdes DeJesus
Lisa Hardy is a valued member of the customer support team at Aquastar Swim Schools, bringing extensive customer service and leadership experience to the organisation. Before joining Aquastar, she worked in the security industry in customer service and assistant manager roles, developing strong communication, problem-solving and relationship-building skills. She also holds qualifications in business management and hospitality.
At Aquastar, Hardy is recognised for her outstanding customer service and commitment to supporting families. She is highly experienced with the customer portal and a trusted contact for enrolments, account enquiries, program information and customer requests. Outside work, she enjoys soccer and swimming.
Customer Support
Lisa Harvey
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
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Award Winner
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
SPECIAL REPORT
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Bio
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
“Swimming is more than a sport – it is an essential life skill that can save lives. Aquastar Swim Schools believes every child deserves the skills, confidence and awareness to stay safe around water, regardless of their background or access to private lessons”
Gareth Cope,
Aquastar Swim Schools
“Aquastar Swim Schools strives to be a genuine extension of each school community, delivering safe, organised and flexible programs tailored to individual needs. Great service goes beyond swimming lessons – it means building trust, supporting families and creating positive outcomes for students”
Peter Smith,
Aquastar Swim Schools
Bright Futures Wealth Management, LLC is an independent, advisor-owned registered investment advisory firm dedicated to helping individuals, families, and business owners build the futures they envision.
Built on an unwavering commitment to its clients, the firm provides fiduciary advice, combining personalized financial planning with a disciplined, CFA-led investment process. With no parent company or proprietary investment products, Bright Futures maintains an independent approach focused on clients’ financial goals, supported by transparent fees and long-term relationships.
Its advisors leverage an integrated suite of sophisticated tools spanning institutional custodial platforms, comprehensive financial planning, investment research and analysis, and detailed portfolio reporting. These resources provide the insights needed to deliver informed guidance, monitor progress, and help clients make sound financial decisions.
Bright Futures’ vision extends beyond serving clients. The firm provides a collaborative platform for financial advisors and advisory teams seeking greater independence, offering flexible affiliation opportunities, potential equity ownership, shared services, succession planning, and comprehensive health and wealth benefits.
Guided by its philosophy of being independent in its advice, forward-thinking in its approach, and transparent in its relationships, Bright Futures is committed to creating opportunities for both clients and advisors to thrive.
Water safety for every child
For some families, where cost or access is a barrier, a school program may be the only structured swimming and water safety education their child receives, which is why Aquastar’s School Swimming and Water Safety Program goes beyond swimming lessons. Each swimmer is assessed against age- and ability-appropriate skills and receives
certificates and water safety education resources, giving schools measurable evidence of progress alongside the harder-to-measure gains in confidence and independence.
Aquastar’s commitment to children extends past the lessons themselves, with scholarships, fundraising, Giving Days and employment opportunities for young people carrying Aquastar's community focus beyond the pool.
The company's read on the future stays close to that purpose: expanding practical learn to swim and water safety, reaching more children through school partnerships, and continuing to invest in the next generation of teachers and supervisors.
Recognition in The Educator’s Service Provider Awards for 2026 reflects a business that has grown quickly while keeping its founding priorities intact – helping more children become confident, capable and safe in the water.
