financial advisor

Scott Uebelhoer

Scott Uebelhoer is a seasoned financial professional with nearly two decades of experience. He began his career in 2002 at Uebelhoer & Associates PC, specializing in public accounting with a focus on the construction industry. In 2008, he transitioned into wealth management, expanding his work to serve physician groups and medical residency programs nationwide. Scott has presented to audiences across the country and built a successful wealth management practice with a national client base.

He holds a degree in Finance and Accounting from Canisius University and currently serves on multiple private company boards. Scott lives in East Aurora, New York, with his wife Marnie and their two daughters, Kendall and Raegan.

The Team

Jeff Kamien

Jeff Kamien, CPA®

Financial Advisor

Jayce Wallace

Jayce Wallace, CFP®, AIF®

financial planner

Dustin Emerling

Dustin Emerling, CFP®

Financial Planner

Timothy Reed

Timothy Reed, ChFC

chartered financial consultant

David Lefebre

David Lefebre, AIF®

Financial Advisor

Michael Kaminska

Michael Kaminska

Financial Advisor

Scott Uebelhoer

Scott Uebelhoer

financial advisor

Richard Bisesi

Richard Bisesi, CLU®

Financial Advisor

Tom Ervolina

Tom Ervolina, CFP®

financial planner

Jon Zach

Jon Zach, CPA®, CFP®

financial planner

Chrstina Neri

Chrstina Neri

firm administrator

Kelly Platt

Kelly Platt

Service and Operations Manager

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