Our Team

We are operating in three states servicing Western New York, Northwestern Pennsylvania and Northeastern Ohio. We have an office in Westfield, New York.

Cheryl is our licensed sales associate. She has a Bachelor Degree in Business Administration-Finance from SUNY College at Fredonia. She has completed the Assistants Program with the Strategic Coach in Toronto, Cananda. She has also been certified by NYLIC University for attending the Leaders for Life Field Technology workshop in Reno, Nevada. She is responsible for in house operations, customer service, marketing and our information system. She ensures that our completed work is accurate and is responsible for project coordination.

Cheryl is able to schedule appointments for Bob. She is able to handle many of the service related questions that you may have.

Marcia is our office secretary.  She handles the paperless office and reports to Cheryl which provides greater coordination of office operations.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.



  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Life Insurance

    How much Life Insurance do I need?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.


  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

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