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Team

Why We Work

Why We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our family has worked in this industry for over a half a century-spanning over what is now four generations.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Lisa Zipp

Lisa Zipp

Administrative Support

(716) 831-8033

(716) 862-0348

Lisa Colby

Lisa K. Colby

Sales Assistant/Office Manager

(716) 831-8033

(716) 862-0348

Laura Graff

Laura Graff

Plan Director

716-831-8180

(716) 862-0348