
financial planner
Jayce Wallace, CFP®, AIF®

Jayce has been a trusted professional in the financial services and insurance industry since 2008, While spending much of his career in life insurance and 401k plans, he now dedicates most of his time to individual financial planning and helping his clients navigate the complexities of retirement. With licenses in investments, financial services, and property and casualty insurance, he takes a comprehensive, client-centered approach to achieving financial security and long-term goals.
He is also a proud partner of Emerling, Floss Murphy & Associates, an independent insurance agency with 40+ insurance professionals. The agency specializes in both personal and business insurance, as well as employee benefits. Named ‘Best Places to Work’, by Buffalo Business First, five years in a row.
Outside of work, Jayce values quality time with family and friends. An avid outdoors enthusiast, he enjoys golfing, skiing, and exploring new destinations whenever the opportunity arises.
The Team

Jeff Kamien, CPA®
Financial Advisor

Jayce Wallace, CFP®, AIF®
financial planner

Dustin Emerling, CFP®
Financial Planner

Timothy Reed, ChFC
chartered financial consultant

David Lefebre, AIF®
Financial Advisor

Michael Kaminska
Financial Advisor

Scott Uebelhoer
financial advisor

Richard Bisesi, CLU®
Financial Advisor

Tom Ervolina, CFP®
financial planner

Jon Zach, CPA®, CFP®
financial planner

Chrstina Neri
firm administrator

Kelly Platt
Service and Operations Manager