by cmSiteBuilder | Jun 5, 2025 | Team Member
Jeff has been working in the financial services industry since 1994. He specializes in working with small business owners and individuals, with an emphasis on retirement and estate planning. He utilizes a complete planning approach, helping his clients build, manage...
by cmSiteBuilder | Jun 3, 2025 | Team Member
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...
by cmSiteBuilder | Jun 1, 2025 | Team Member
Dustin started his career in 2013 working side by side with Paul Barone, an advisor with over 40 years of experience in the industry, learning the business and achieving his securities licenses; Series 6, 7, 24, and 63. He also has his Life, Accident & Health...
by cmSiteBuilder | May 19, 2025 | Team Member
Timothy has been providing clients with investment counsel since 1992 when he began his career with the Prudential Insurance Company in Niagara Falls, New York. Tim joined the First Aurora Financial Group in 2006 and concentrates his practice on the management of...
by cmSiteBuilder | Apr 1, 2025 | Team Member
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...
