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

Jeff Kamien, CPA®

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Jayce Wallace

Jayce Wallace, CFP®, AIF®

financial planner

Dustin Emerling

Dustin Emerling, CFP®

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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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