Leveraging more than 25 years of wealth management experience, Mike specializes in providing investment planning, retirement planning, and risk mitigation strategies to individuals, businesses, and endowments.
Mike earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute, which identifies those individuals who have successfully completely coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management.
In his free time, Mike enjoys attending his children’s sporting events and art shows. He is a member of the Ruffed Grouse Society, Rocky Mountain Elk Foundation, and the Kinzua Creek Brown Trout Club. He makes his home in Bemus Point, New York, and Westline, Pennsylvania.
Loni has spent the entirety of her more than 36-year professional career in the financial services industry and specializes in delivering top-tier client service and financial advisor support. She holds Series 7, 63, and 65 securities licenses.
Loni and her husband, Dana, reside in Bemus Point, New York, and are the proud parents of three amazing young adult children. In her free time, Loni enjoys reading, running, hiking, biking, and camping.