Kappan Financial

Financial Advisors in Webster, New York

Meet Our Team

Guided by Wisdom, Driven by Excellence

At Kappan Financial, our number one rule is simple: It’s your money. We are here to guide, empower, and support you as you make decisions about your financial future. Our team combines expertise, collaboration, and a personalized approach to ensure that every client feels confident and in control.

We believe in fostering a strong partnership rooted in trust and respect, so you can focus on achieving what matters most to you.

Pursue More. More confidence, more comfort, more security.

Contact Us Today!

Photo of Vinny Dallo

Vinny Dallo

Financial Advisor

Photo of Brandon Butler

Brandon Butler

Financial Planner

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Alison Getz

MBA Administrative Assistant

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Vinny Dallo, ChFC®, CLU®, CLTC, LUTCF

Financial Advisor

Vinny Dallo has been a financial adviser since 2005. He began his career with MetLife, where he learned the aspects of comprehensive financial planning. In 2010, Vinny transitioned his practice to New York Life. In 2017, Vinny established his own DBA, “Kappan Financial, LLC.”

Vinny brings a unique blend of intelligence and personality to his financial planning practice. Recognizing the complexity of many financial issues, Vinny speaks plainly and openly to ensure every client can understand these important concepts.

In the years prior to his career as a financial adviser, Vinny worked in a variety of sales and marketing capacities. Vinny left his mark at each endeavor, helping to grow each company’s revenue, strengthen their client relationships and develop other team members.

Vinny graduated from SUNY Geneseo in 1994 with a bachelor’s degree in Communications. He continues his education at the American College of Financial Services, where he earned designations as a Life Underwriter Training Council Fellow, a Chartered Life Underwriter (CLU®) and he is currently studying for his Certified Financial Planning (CFP®) designation. Vinny is a qualifying member of the Million Dollar Round Table (MDRT)*. He has been a member of the National Association of Insurance and Financial Advisers (NAIFA) since beginning his career in 2005, and he has served as the president of NAIFA Rochester and sat on the board for NAIFA NYS. He continues his NAIFA involvement by routinely visiting with lawmakers and elected officials in both Albany, NY and Washington, DC.

Vinny’s professional passion is public speaking. He has conducted hundreds of presentations, educating people on all areas of personal financial planning. Vinny’s motto is, “Education is the obligation of the expert.”

Vinny is licensed in Life & Health, he is a Certified Long-Term Care Consultant, and holds his Series 6, 63 and 7 securities registrations. He lives in Chili with his wife, Julie, and their two teenage sons, Jack and Nicholas.

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.

Photo of Vinny's family
Photo of Vinny's wife and 2 boys
Photo of Vinny's family

“In any moment of decision, the best thing you can do is the right thing. The worst thing you can do is nothing.”

Theodore Roosevelt

The Personal Side of Vinny

Vinny grew up on Long Island, in a town called Lindenhurst on the south shore. He went upstate to attend college at SUNY Geneseo, where he met Julie, who’s been his wife since 1998. They live in Chili with their two teenage sons, Jack and Nicholas. When he’s not at work, Vinny can be found at the hockey rink watching Jack, the pool watching Nick, or at the baseball field playing hardball in a men’s wood-bat league.

Fun Facts

  • I I am a life-long die-hard NY Yankees fan.
  • II Baseball is in my blood. I still play hardball (NOT soft) in a wood-bat men’s league.
  • III Music is life. I have broad tastes, ranging from Beethoven to the Beatles, from the Ramones to Rachmaninoff, and from Sinatra to Springsteen.
  • IV I was the Drum Major of my high school marching band.
  • V I grew up on Long Island, in a town called Lindenhurst on the south shore in Suffolk County. Famous graduates of my high school include Dan Lauria (dad from “The Wonder Years”) and rock-star Pat Benatar.
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Alison Getz

MBA Administrative Assistant

Alison Getz is the Administrative Assistant at Kappan Financial. Originally from Rochester, NY, she recently earned her MBA from Binghamton University, where she also competed as a track and field athlete.

As a key member of the Kappan Financial team, Alison serves as a primary point of contact, dedicated to ensuring smooth operations.

Outside of work, she enjoys rock climbing, snowboarding, and traveling. Alison is excited to be part of Kappan Financial and looks forward to connecting with you!