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...
by cmSiteBuilder | May 27, 2025 | Team Member
Christina F. Neri is First Aurora Financial Group’s firm administrator. With over 35 years’ experience in the investment industry, Mrs. Neri is the entrusted provider of personal services to our clients and acts as a liaison to the various companies assuring a smooth...
by cmSiteBuilder | Apr 1, 2025 | Team Member
Kelly is a native of Clarence, NY, and she has been working for EMS Wealth Management since Fall 2020. She is certified in life and health insurance and will be using her expertise as a client relations manager in the finance department. Kelly graduated from Niagara...
