Hadley Weinberg, CFP®

President

Leah Weinberg, CFP^®, CPWA^®, CDFA^®, AIF^®

Partner

800-425-6903

Ken Brown, BFA™

Financial Advisor & Director of Advisor Engagement

716-484-6903

Debra Field

Investment Counselor

800-425-6903

Nathaniel H. Carlson, CIS^TM

Advisor, Carlson Financial Group

716-720-4793

Stephen Frank

Operations Manager

Patricia Venman

VP Client Services

Jeanette Blood

Administrative Assistant

Julie DeLellis

Client Service Representative

Blake Bird

Client Service Representative

Joseph Navarro

Dir. of Insurance Services

Callen Barron*

Jack of all trades

Paul Eberz, CFP®

Advisor

(716) 633-2324

Glenn Shaikun, CFP®

Advisor