Broker Check

Team

Richard N. Fichter III joined the firm in 2004 after graduating from Canisius College with all-college honors, Magna Cum Laude. With a dual degree in finance and accounting, Rick earned his MBA in accounting anticipating entering the...

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Jonathan Fichter, MBA

Associate Wealth Manager

(716) 631-3232 ext.501

(716) 631-3822

My youngest son, Jonathan, graduated from Canisius College with an MBA in finance in 2014. Jonathan has since passed the challenging Series 7 and 66 exams to become a registered representative. Having already obtained his insurance...

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Donna M. Stuber

Director of Client Services

(716) 631-3232 ext.501

(716) 631-3822

As Director of Client Services, Donna serves in the critical capacity as the bridge between the client and advisor. Overseeing both our staff and administration, she makes sure our clients' needs are met. She began her career with...

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Kelly Brennan

Administrative Assistant

(716) 631-3232 ext.501

(716) 631-3822

Kelly joined our office in 2008 and brings over 30 years of client service experience in the financial services industry. Whether scheduling appointments, answering phones, helping with client servicing requests, or processing...

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