financial planner

Jayce Wallace, CFP®, AIF®

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 the complexities of retirement. With licenses in investments, financial services, and property and casualty insurance, he takes a comprehensive, client-centered approach to achieving financial security and long-term goals.

He is also a proud partner of Emerling, Floss Murphy & Associates, an independent insurance agency with 40+ insurance professionals. The agency specializes in both personal and business insurance, as well as employee benefits. Named ‘Best Places to Work’, by Buffalo Business First, five years in a row.

Outside of work, Jayce values quality time with family and friends. An avid outdoors enthusiast, he enjoys golfing, skiing, and exploring new destinations whenever the opportunity arises.

   

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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