The Team

The Team

We have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and have added multiple offices in south Florida. Our independence allows broad access to financial products and services that gives our clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Our sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.

We have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and have added multiple offices in south Florida. Our independence allows broad access to financial products and services that gives our clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Our sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.

Founded in 1999'

The Financial Guys® specialize in wealth management for individuals, families and businesses. Our unique process is goal based and comprehensive. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward we would ask you to complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there we can assist you in developing a financial road map to where you want to go.

Founded in 1999'

The Financial Guys® specialize in wealth management for individuals, families and businesses. Our unique process is goal based and comprehensive. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward we would ask you to complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there we can assist you in developing a financial road map to where you want to go.

Michael Lomas

Founder & Partner

Glenn Wiggle

Founder & Partner

Michael Lomas

Founder & Partner

Glenn Wiggle

Founder & Partner

The Financial Guys & Gals

*Click on the name of any team member to read more*

Ryan Norton

Mortgage Loan Originator

Greg Petrie

Financial Planner

Amanda Pufpaff

Insurance Broker

Insurance Team

Gabrielle Thomas

Medicare

The Crew

Lynn Sirianni

Operations Manager

Mike Zimmer

Operations Officer

Kelsey McCool

Marketing Director

Stefanie Meyers

Operations

Nicholas Geraci

Operations Trading Associate

Joseph Tilton

Digital Marketing Specialist

Lauren Muscato

Assistant

Murissa Case

LOD Specialist

Kelsey Rebmann

Media & Events Manager

Miranda Santa Lucia

Operations

Ashley Flowers

Assistant

Shannon Berquist

Assistant

Janell Stelianou

Assistant

Madison Rozler

Assistant

Allyson Pierce

Assistant

Michelle Harrington

Account Manager

Sandy Kranitz

Assistant

Nicole Paolini

Assistant

The Financial Guys & Gals

*Click on the name of any team member to read more*

Ryan Norton

Mortgage Loan
Originator

Greg Petrie

Financial
Planner

Amanda Pufpaff

Insurance
Broker

Insurance Team

Gabrielle Thomas

Medicare

The Crew

Lynn
Sirianni

Operations Manager

Mike
Zimmer

Operations Officer

Kelsey McCool

Marketing Director

Stefanie Meyers

Operations

Nicholas Geraci

Operations Trading Associate

Joseph Tilton

Digital Marketing

Lauren Muscato

Assistant

Hannah Bologna

LOD Specialist

Kelsey Rebmann

Media & Events Coordinator

Miranda Santa Lucia

Operations

Ashley Flowers

Assistant

Shannon Berquist

Assistant

Janell Stelianou

Assistant

Madison Rozler

Assistant

Allyson Pierce

Assistant

Michelle Harrington

Account Manager

Sandy Kranitz

Assistant

Nicole Paolini

Assistant

The Financial Guys & Gals

*Click on the name of any team member to read more*

Insurance Team

The Crew

Lynn Sirianni

Operations Manager

Mike Zimmer

Operations Officer

Kelsey McCool

Marketing Director

Stefanie Meyers

Operations

Nicholas Geraci

Operations Trading Associate

Joseph Tilton

Digital Marketing

Lauren Muscato

Assistant

Hannah Bologna

LOD Specialist

Miranda Santa Lucia

Operations

Ashley Flowers

Assistant

Shannon Berquist

Assistant

Janell Stelianou

Assistant

Kelsey Rebmann

Media & Events Manager

Madison Rozler

Assistant

Allyson Pierce

Assistant

Michelle Harrington

Account Manager

Sandy Kranitz

Assistant

Nicole Paolini

Assistant