Todd brings over 23 years of investment experience, successfully navigating his clients through volatile markets. He manages private household wealth and corporate retirement plans. Todd has an engineering background which gives him a unique analytical approach to financial planning. He holds Series 6, 7, 63 and 65 licenses, and is also life, and health insurance licensed. In 2010, he received the Chartered Retirement Plans Specialist® designation and in 2020 he recieved the Certified Exit Planning Advisor® designation. He has acted as a Financial Advisor to foundations and corporations and has been a member of numerous charitable boards and finance committees.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Tim has worked in the financial services industry at UBS for over 23 years. He is also a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certificatioin program for advisors who serve high-net-worth clients.  If you would like to learn more about the international organization behind the certification, visit the website www.investmentandwealth.org  Tim focuses on private wealth management, financial planning, endowment and corporate retirement consulting. He holds a Series 7, 63, 65 and insurance licenses. He is a past President of the Rotary Club of Jamestown and the James Prendergast Library Association. Currently, he sits on the investment committee of the Chautauqua Region Community Foundation and has served on many other local non-profit organizations and their boards over the years. 

Registered States:
AR, AZ, CA, CO, CT, DC, FL, GA, HI, IN, KS, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Mat’s fascination with the markets began when he bought his first shares of stock at age 12. His career began with E.F. Hutton & Co. in 1982. He has almost four decades of experience in wealth planning for individuals and families. His in-depth knowledge of financial planning adds a unique level of service and resources. Mat has earned his Series 6, 63 and 65 licenses. In addition, he holds life, accident and health insurance licenses. In 2004, he received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is a graduate of Alfred Univ. with a B.A. in economics and business administration.

Lorri entered the financial services industry in 1986.  And for over three decades she has brought extensive technological and operaltional experience making her an invaluable member of our team. Providing quality customer service is the mission of every member of our team, and Lorri is our front line. She takes great pride in the personal relationships she makes with all of our clients. She currently holds the Series 7 security license. She is married and has two children.

Registered States:
NY, PA