Team
For more than two decades, our experienced partners and professionals have provided independent investment advice and financial counsel to a diverse client base of companies large and small, in Western New York, across the country and around the world.
James J. Rehak Jr., AIF, CLU, ChFC, REBC
Managing Director
Thomas J. Hanlon, CFA, CFP®, CEBS
Managing Director
Todd M. Tevens
Senior Vice President, Retirement Plan Services
Andrea L. Tevens
Retirement Account Executive
Amanda L. Kwaczala, MBA
Retirement Account Manager
Emily Mertzlufft
Administrative Assistant