Our Team

Mike has over 20 years of experience with small business accounting and individual income tax planning. He is a graduate of the State University of New York at Fredonia and is a Certified Public Accountant (CPA) as well as a Quickbooks Certified Pro. Mike is also a member of the national American Institute of CPA’s.  

He provides tax planning and tax preparation services for our wealth management clients and he is Chief Financial Officer for the firm. Mike is a tremendous resource for clients by answering tax related questions and integrating tax planning into their financial plans.  

Garrett is a graduate of State University of New York at Geneseo earning a Bachelor's of Science in Accounting.  He has worked for over 4 years in financial planning and investment management roles.  Garrett has earned his AAMS® (Accredited Asset Management Specialist) certification from the College of Financial Planning.  He is also currently pursuing his CFP® (Certified Financial Planner) designation.  Garrett assists with tax preparation, tax planning, insurance planning, investment management and financial planning for our clients.  He is a "super utility" advisor, assisting both Shane and Mike in managing client services.  He also brings a strong background in trading and investment management procedures to the firm.  

Kayla works as a back office assistant, providing client services and maintaining firm systems.  She assists with tax preparation, financial plan preparation and document management.  Kayla also performs research and support for a wide array of ancillary services we provide for our clients.  She is an important part of keeping our office working efficiently and providing holistic financial services for our clients.