Meet Our Team
Meet Our Team

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

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

Richard Hilliker
Registered Principal

Bruce Lull
Registered Principal

David N. Ivancic
Certified Financial Planner™

Frank Evans
Registered Representative

Evan Baskin-Evans
Registered Representative

Magdalena V. Boesze
ProjectAdministrator

Kimberly Zuppelli
Administrative Assistant


Kimberly Zuppelli
Administrative Assistant


Richard Hilliker
Registered Principal

Bruce Lull
Registered Principal

David N. Ivancic
Certified Financial Planner™

Laura Russo
Service Manager


Louis D. Rivera
Registered Representative

Frank Evans
Registered Representative

Evan Baskin-Evans
Registered Representative

Magdalena V. Boesze
ProjectAdministrator

Kimberly Zuppelli
Administrative Assistant


Matt Siva
Buffalo Office
JEFFREY HAHN
“Our goal is providing financial benefit at the highest level of quality, professionalism and friendliness”