by cmSiteBuilder | Apr 1, 2025 | Team Member
Mike Kaminska joined our team in April 2024 as a Financial Advisor, bringing over 20 years of personal investment experience. He holds a Doctorate in Physical Therapy from the University at Buffalo and is certified with Series 7 and 66 licenses. Mike specializes in...
by cmSiteBuilder | Jun 6, 2025 | Team Member
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...
by cmSiteBuilder | May 27, 2025 | Team Member
Richard F. Bisesi, CLU, earned his bachelors degree at the State University of New York at Buffalo. He holds a Life and Accident and Health Insurance license in addition to a Series 7 registration. His areas of expertise have brought him into the Employee Benefits...
by cmSiteBuilder | May 27, 2025 | Team Member
Tom Ervolina is a dedicated financial professional with a passion for helping individuals secure their financial future. Holding a B.A. in Business Management from Houghton College, Tom combines his academic foundation with extensive credentials, including a Life,...
by cmSiteBuilder | Jan 30, 2025 | Team Member
The Team Jeff Kamien, CPA®Financial AdvisorJayce Wallace, CFP®, AIF®financial plannerDustin Emerling, CFP®Financial PlannerTimothy Reed, ChFCchartered financial consultantDavid Lefebre, AIF®Financial AdvisorMichael KaminskaFinancial AdvisorScott Uebelhoerfinancial...
