Western New York Team

Meet the Western New York Team

James Sperry

James Sperry, PhD, MBA

Senior Vice President
Managing Director


ANTHONY L. GUGINO

Anthony L. Gugino, CFP®

Executive Vice President
Senior Wealth Advisor


Geoff Blyth

Geoff Blyth

Senior Vice President
Chief Investment Officer and Strategist


Lauren Kolb

Lauren Kolb, CWS®

Senior Vice President
Wealth Advisor


Megan E. Burke

Megan E. Burke, CFP®

Vice President
Wealth Advisor


Kathryn L. Shirer

Kathryn L. Shirer, CFP®

Vice President
Wealth Advisor


JOHN KNISLEY

John Knisley

Assistant Vice President
Senior Financial Planner





Greg Garone

Greg Garone

Assistant Vice President
Wealth Advisor


Mike Lawhead

Michael Lawhead

Vice President
Senior Portfolio Manager


Amanda Luebstorff

Wealth Management Assistant


William Lyons

William Lyons

Financial Planning Specialist


Karen Quinn

Wealth Management Assistant


Bri Sananuikone

Brigitte Sananikone

Wealth Management Assistant


Abigail Selby

Abigail Selby

Wealth Management Assistant


Pamela Rudolph

Pamela Rudolph

Financial Advisor


Serena Competello

Serena Compitello

Assistant Vice President
Trust Counsel


Samantha Ernest

Samantha Ernest

Trust Assistant


Aaron Rowe

Aaron Rowe

Assistant Vice President
Trust Counsel


Cesar Vazquez

Cesar Vazquez

Vice President

Sr. Retirement Plan Consultant