Financial Advisor
David Lefebre, AIF® CRPS™
David began his career as an independent financial advisor in 2019 and joined our team in 2022.A St. Bonaventure University graduate with a degree in Finance, he holds the Series 7 and 63 licenses and the New York State Life, Accident, and Health Insurance license. David is an Accredited Investment Fiduciary® (AIF®), which focuses on fiduciary standards of care in investment management. He also holds the Chartered Retirement Plans Specialist™ (CRPS™) designation, highlighting his expertise in retirement plans for businesses.
David’s practice includes three main specialties:
- Wealth Management
- Retirement Plans for Businesses
- Life Insurance
Outside of the office, he enjoys golf, being with friends and going to Bills games! David resides in West Seneca, New York with his wife Molly, daughter Nora, and dog, Winnie.
The Team
Jeff Kamien, CPA®
Financial Advisor
Jayce Wallace, CFP®, AIF®
financial planner
Dustin Emerling, CFP®
Financial Planner
Timothy Reed, ChFC
chartered financial consultant
David Lefebre, AIF® CRPS™
Financial Advisor
Michael Kaminska
Financial Advisor
Scott Uebelhoer
financial advisor
Richard Bisesi, CLU®
Financial Advisor
Tom Ervolina, CFP®
financial planner
Jon Zach, CPA®, CFP®
financial planner
Christina Neri
firm administrator
Kelly Platt
Service and Operations Manager