
Financial Advisor
Richard Bisesi, CLU®

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 arena that encompasses the design, installation and administration of Qualified Retirement Plans. Mr. Bisesi’s counsel also includes Non-Qualified Deferred Compensation Plans, disability insurance, long term care insurance as well as asset management and financial investment portfolios.
The Team

Jeff Kamien, CPA®
Financial Advisor

Jayce Wallace, CFP®, AIF®
financial planner

Dustin Emerling, CFP®
Financial Planner

Timothy Reed, ChFC
chartered financial consultant

David Lefebre, AIF®
Financial Advisor

Michael Kaminska
Financial Advisor

Scott Uebelhoer
financial advisor

Richard Bisesi, CLU®
Financial Advisor

Tom Ervolina, CFP®
financial planner

Jon Zach, CPA®, CFP®
financial planner

Chrstina Neri
firm administrator

Kelly Platt
Service and Operations Manager