Western New York Team

Meet the Western New York Team

ANTHONY L. GUGINO

Anthony L. Gugino, CFP®

Executive Vice President
Senior Wealth Advisor


Evan Carr

Evan Carr

Senior Vice President
Managing Director



Megan E. Burke, CFP®

Vice President
Senior Wealth Advisor


Doug Kallet

Douglas R. Kallet, MBA

Vice President
Wealth Advisor


Connor Simonetti

Conner Simonetti

Vice President
Wealth Advisor


Morgan Baumgartner

Wealth Management Assistant


McAndrew Bean

Wealth Management Assistant


Colleen Moran

Wealth Management Assistant


Mike Lawhead

Michael Lawhead

Vice President
Senior Portfolio Manager


William Lyons

Officer, Financial Planner


 

 



Serena Competello

Serena Compitello

Vice President
Trust Counsel


Samantha Ernest

Samantha Ernest

Trust Assistant


Aaron Rowe

Aaron Rowe

Vice President
Trust Counsel


Cesar Vazquez

Cesar Vazquez

Vice President
Sr. Retirement Plan Consultant