With the support of our knowledgeable team, we can provide smart medical and retirement plans for our clients.

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

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Todd M. Tevens, AIF

Managing Director

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Laura A. Cooley

Retirement Plan Advisor

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Patrick T. Saladyga

Retirement Plan Advisor

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Angela C. Cassidy

Retirement Account Executive

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Amanda L. Kwaczala, MBA

Retirement Account Manager

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Emily K. Rangel

Administrative Assistant

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