Our Team

With over 25 years of experience in retirement, investment, and financial planning, David is an experienced partner and knowledgeable advisor who takes the time to understand your family’s unique financial needs and goals. David is a graduate of Buffalo State College, earning his bachelor’s degree in business studies. In addition, he is a Chartered Retirement Planning Counselor (CRPC) and has received his Life Underwriting Training Council Fellow (LUTCF) designation. David also has earned his Series 6, 63, 7, 26, 9, and 10 licenses all held with LPL Financial.

David is passionate about seeing his clients thrive toward financial stability and leading a life of abundance through tailored financial plans. An avid marathon runner, David enjoys traveling and spending time with his family and friends.

With over 15 years of experience in retirement, investment, banking, and financial planning, Kevin is an experienced partner and knowledgeable advisor who takes the time to understand your family’s unique financial needs and goals. Kevin is a graduate of Niagara University, earning his bachelor’s degree accounting. In addition, he served in the US Army and NYS Army National Guard. Kevin also has earned his Series 6, 63, 7, and 66 Licenses all held with LPL Financial.

Kevin is passionate about seeing his clients achieve their financial goals. An avid golfer, Kevin enjoys traveling and spending time with his family and friends.