Our advisors

Our team

Jennifer Masterson

Jennifer Masterson

Operations Manager

Eugene Lawrie

Eugene Lawrie

Paraplanner

Qualifications

  • Keller Graduate School of M.G.T./ Chicago, Illinois - M.B.A. Finance 1984
  • Empire State College/ Buffalo, New York - B.S. Business Management 1979
  • Niagara University/ Niagara Falls, New York - A.A.S. Management 1976

Roles & Responsibilities

  • Portfolio Construction and Analysis
  • Securities Trading
  • Office Network and Technology
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Paula Sanchez

Paula Sanchez

Receptionist

Nichole Dentico

Administrative Assistant