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5892 Main Street, Williamsville, NY 14221, US

Meet Our Team

Jeffrey E. Hahn

President

CERTIFIED FINANCIAL PLANNER ™

Professional

"Our goal is to empower others

with meaningful financial advantages

–delivered with excellence, integrity

and a warm, personal approach.” Jeffrey Hahn

Jeffrey E. Hahn

President

CERTIFIED FINANCIAL PLANNER ™

Professional

“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness.” – Jeffrey Hahn

Laura Russo

Vice President

David N. Ivancic

Certified Financial Planner™

Tim J McMahon

LPL Registered Principal

LPL Registered Representative

Susan Routhier

Administrative Assistant

Receptionist

Frank Evans

LPL Registered Representative

Kimberly Zuppelli

Administrative Assistant

Evan Baskin-Evans

LPL Registered Representative

Magdalena V. Boesze

ProjectAdministrator

Andrew Hahn

Registered Representative

Richard Sillitoe

LPL Registered Principal

Rochester Office

Troy Erk

Administrative Assistant

Juliana Leone

Administrative Assistant

Evan Dickhut

Administrative Assistant

Richard Hilliker

In Memoriam

JEFFREY HAHN

“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”

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