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Meet Our Team

Our team is here to help.

When you are looking for a financial planner, you want someone who can understand what you want to accomplish and how you can get there. You also want to know that your planner has the experience and resources to deliver the best possible strategy for your needs. For over 30 years, our team has passionately served the Buffalo community through financial planning — and now it's time to provide you with the financial support you need to confidently approach your goals.

At our firm, we have the client—and only the client—in mind.

Our team was assembled with one goal in mind: to create a community of specialists who are passionate about using their skills and experience to help fellow western New Yorkers. Below, you can learn more about our team and the experiences we’ve had, and we hope to spend some time getting to know you soon as well.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.