Financial Advisor
David Lefebre, AIF®
David started his career as an Independent Financial Advisor in 2019 before joining our team in 2022. A graduate of St. Bonaventure University, with a degree in Finance, he holds his Series 7 & 63 Securities Licenses and his NYS Life, accident & Health license. David is also an Accredited Investment Fiduciary ® which focuses on fiduciary standards of care in investment management.
David’s practice includes three main specialties:
- Wealth Management
- Retirement Plans for Businesses
- Life Insurance
Outside of the office, he enjoys golf, being with friends and going to Bills games! David resides in West Seneca, New York with his wife Molly, daughter Nora, and dog, Winnie.
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