About Us
About Us
A Partner On
Your Life Journey
In 2025, 403b.pro was founded with a clear mission: to serve educators and retirees in Central New York by providing cost-effective and reliable financial guidance. Although our firm is relatively new, my journey in the financial industry began in 2010, giving me over a decade of experience to draw from as I assist our valued clients.
Our work is deeply rooted in the heart of Central New York, where we frequently visit schools to meet with teachers. We understand that stepping into a formal office can feel daunting, which is why we bring our services directly to you. By fostering a comfortable and approachable environment, we aim to build genuine partnerships with those we serve.
Michael J. Leonelli
Owner/President
My journey in the financial industry began while working at M&T Bank, where I completed my degree and interned with an insurance carrier in 2010. For over a decade, I served as a captive Financial Professional until 2022, when I founded Capital Consulting Group. This decision was driven by a desire to address concerns about fees and to offer a broader range of options. By establishing an independent firm, I can now access a variety of carriers, allowing me to better meet your unique financial needs. This independence enables me to broker existing plans and explore diverse options without being confined to a single company.
Beyond my professional life, I am pursuing a second degree at Purdue University and serve as a volunteer firefighter with the Cicero Fire Department. I am deeply committed to supporting local nonprofits, particularly those within the schools I work with. One initiative close to my heart is the Back Pack Program at Indian River CSD, where we raise thousands of dollars annually to help prevent children from going hungry outside of school.
Adam Larsen
Financial Advisor and Associate Wealth Manager
Adam Larsen is a Financial Advisor and Associate Wealth Manager who believes that the best financial strategies start with education. His mission is to empower clients by taking complex financial concepts—from retirement planning to investment management—and making them clear, approachable, and actionable.
At 403b.pro, Adam specializes in 403(b) retirement plans, comprehensive wealth management, and personalized financial strategies for educators, healthcare professionals, and families. He works side by side with clients to ensure they not only have a plan in place but also the knowledge and confidence to make informed decisions about their financial futures.
Adam’s approach is built on trust, transparency, and long-term relationships. Clients value his ability to break down complicated topics into simple steps, removing confusion and replacing it with clarity. His background as a board-certified Athletic Trainer (ATC) and Certified Strength & Conditioning Specialist (CSCS) honed his skills in problem-solving and individualized planning—strengths he now applies to guiding clients toward financial well-being.
Areas of Focus:
403(b) Retirement Plans & Employer Benefits
Investment Strategies & Portfolio Management
Comprehensive Wealth & Retirement Planning
Risk Management & Asset Protection
Adam is passionate about helping people feel more confident, capable, and empowered in their financial lives—because true wealth comes not just from managing money, but from understanding it.