Team

Hadley A. Weinberg, CFP

Hadley A. Weinberg, CFP

Managing Partner, Weinberg Financial Group

716-485-6903
hadley@WeinbergFinancial.com

Co-Founder in 1982 Education includes a Master in Public Policy Analysis and Bachelors Degree, both from The University of Rochester, as well as being a Certified Financial Planner since 1987. He was past President of the local chapter...
 

Paul Eberz, CFP

716-633-2324

Paul has been a Certified Financial Planner for over 25 years and associated with Weinberg Financial since 1986. He began his career in the industry with The Travelers Insurance Co in 1980. He has previously been an officer of the...
 
Glenn Shaikun, CFP

Glenn Shaikun, CFP

716-633-2324

Glenn has been associated with us since 1993 and has also been a Certified Financial Planner since 1989. Glenn was the past Regional VP and Retirement Plans Coordinator for Travelers Copeland division which served primarily Educators...
 
Michael became a Certified Financial Planner in 2001 and became associated with Weinberg Financial in 1999. He began his career in Financial Services with AXA-Equitable and after several years chose to move to the independent channel....
 
Alan E. Weinberg, RFP

Alan E. Weinberg, RFP

Co Founder, Registered Financial Planner

716-633-2324

Alan is a pioneer in the Financial Services industry obtaining his general securities license in 1961. He has also obtained securities supervisory licenses. He has developed a vibrant network of referrals from Accountants and Attorneys...
 
James Henderson

James Henderson

Advisor

716-484-6903
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James Henderson has been in the financial industry for over 20 years. After 10 years with Morgan Stanley-Dean Witter, he chose to join our independently owned financial services firm. Mr. Henderson attended Proctor Academy in New...
 
Joseph Navarro

Joseph Navarro

Director of Insurance Services

716-484-6903

Joe is the Director of Insurance Services for the firm. He is Insurance licensed as well as securities licensed and has independently worked with numerous financial service professionals. His prior experience include working for the...
 
Patricia Scheller

Patricia Scheller

VP Client Services

716-484-6903
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Patty has been with Weinberg Financial Group for over 11 years and is the Office Administrator for the Jamestown NY office. She has financial service experience in banking where she was a bank Branch Manager for many years and...
 
Elaine Sardi

Elaine Sardi

Retirement Plans Support

716-484-6903
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Elaine brings book keeping and accounting expertise to the organization. She worked for many years with one of the prominant local CPA firms and also provided consulting to various physician practices and other smaller businesses, She...
 
Debra Field

Debra Field

VP of Administrative Services

716-484-6903
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Deb has been with Weinberg Financial Group approaching 15 years and is responsible for the administrative functions of client distributions as well as working with our many teachers and educators in their administrative needs. She also...