Each of us brings individual perspectives and complementary skills to our team and the client relationships we manage. Consistent across our firm is a client-centric ethos and fiduciary responsibility that demands we put your interests first.

We are expert, committed and passionate … and will be dedicated to helping you achieve your goals. Our modern approach to wealth management means that we sit alongside you, working to integrate the multiple facets of your financial life. In the process, we will help you move from complexity and uncertainty to confidence.

About the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification: Individuals certified by the CFP® board have taken the extra step to demonstrate their professionalism by submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

 
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Nicholas J. Efthemis, CFP®, CRPS
Wealth Advisor

What do you most enjoy about your work? 

I most enjoy that the work I do has such a real and profound impact on our clients. I get to help people feel confident about their future and live fuller, less stressful lives.

As a CERTIFIED FINANCIAL PLANNER™ ( CFP®), Nick is a recognized leader in helping clients align their finances with their life goals through modern wealth management.

His experience spans well over two decades and his expertise in retirement, investment and comprehensive planning solutions help ensure clients get the clarity, advice and support they need to make the most of their wealth. 

His deep expertise combined with a truly personable approach is what sets Nick apart from a typical financial advisor. Nick believes that money is an important tool, and that modern wealth management is about aligning your resources and behavior with your goals. He serves as a trusted advisor who understands, cares about and is committed to helping you achieve the goals, experiences and outcomes that matter most to you. 

Nick is an active member of the community and associates with the SPCA and Humane Society. When he’s not serving clients or his community, Nick enjoys quality downtime with his family, as well as hiking, fishing, and local theater.

 
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Charles E. Hanny, CFP®, CRPC
Wealth Advisor

What do you most enjoy about your work? 

I really enjoy helping our clients build, manage and protect their wealth wisely, but it’s the day-to-day “thank you’s!” we get that I value most because that lets us know how much our clients value having us serving as a trusted advisor by their side.

Charlie applies his CFP® expertise and 20 years of experience to help clients grow, plan and protect their wealth. As a Chartered Retirement Planning Counselor, Charlie specializes in retirement planning strategies that help clients meet their retirement income needs and lifestyle goals so that they can align their financial resources with the lives they want to live. 

Taking the time to build personal relationships with clients, Charlie creates customized wealth plans hand-crafted to each client’s life, needs and goals. Charlie’s dedication to delivering customized advice, planning expertise and a truly personal experience underpin Charlie’s modern approach to wealth management. 

Charlie graduated from Canisius High School and then attended LeMoyne College in Syracuse, NY, receiving a BA in Finance and Economics and earning the Frank & Margaret Ahrens Memorial Medal as the college’s top Business graduate. 

Charlie lives in Amherst with his wife Katie and their four children. He is an active member of St. Benedict parish and school serving on the school’s Finance Committee and St. Benedict Golf Tournament Committee. He also coaches his daughter and son’s basketball teams. In addition to his family and community, Charles loves the outdoors, golfing, camping and the simpler things in life.

 
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Carrie A. Fahey, ChFC, CFP®
Wealth Advisor

What do you most enjoy about your work? 

I really enjoy building loyal, long-standing relationships with our clients, working together for years and truly becoming part of their “team.”

Carrie began her career as a CPA with the accounting firms of PricewaterhouseCoopers and Deloitte. As a tax specialist, she wanted to do more for her clients which led to an interest in financial planning. She then earned both the Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™ ( CFP®) designations. This, together with her tax expertise, allowed her to assist her clients in a more complete manner. She feels that the holistic approach helps clients to see the big picture, while being mindful of the important details. She enjoys working with her clients to meet both their financial and life goals, and the confidence and happiness they find as a result. 

Throughout her career Carrie has presented on financial planning topics before various professional groups including the NY State Society of CPAs and the Erie County Bar Association. She often confers with these other professionals on behalf of her clients to provide more complete, tax conscious strategies in their wealth planning. She has also worked with numerous business owners on employee benefit planning, targeted towards qualified retirement plan design and administration. She enjoys advising 401k participants by conducting retirement planning seminars on investing for their futures. 

Outside of the office, Carrie enjoys yoga and loves playing golf. Over the years she has held positions on boards and volunteered with various Western New York charities and animal rescue organizations. Currently, she serves on the advisory board at Sacred Heart Academy for young entrepreneurs.

 
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Sara Jackson
Operations Manager

What do you most enjoy about your work?

I love the collaborative nature of the work, both among our team and with our clients, and the role I play in helping clients pursue their best lives. Additionally, the nurturing environment here fosters continual learning and growth that is incredibly fulfilling.

Sara is the first and friendliest smile you see when visiting our office, but her reach extends well beyond the front desk. Sara is the “go-to person” for clients, working closely with clients and our advisory team to ensure that all account and service need are delivered with care and quality, reflecting our deep commitment to exceptional client service. Sara coordinates and supports our work behind the scenes in areas of investment research, financial planning tools, and client service. Outside of the office, Sara is an avid reader, enjoys cooking, and tries to find ways to spend as much time with horses as possible.

 
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Jessica K. Sparks
Client Service Manager

What do you most enjoy about your work?

I really enjoy helping our clients. I try to deliver a level of service that I would expect to receive. What I believe is a level of service that I would hope my parents or grandparents would receive if they were looking for assistance with something, especially if that something was a little outside of their comfort zone.

Jessica handles all aspects of our clients’ needs, including account service, financial plan preparation and appointment scheduling. 

Clients feel particularly comfortable and confident when dealing with Jessica with her many years on the job and deep knowledge of their circumstances. She also has a kind way about her which puts our clients’ “right at home”. 

Jessica started her career in the banking world and became a licensed insurance agent. She is married and has two active, growing boys. Her family loves taking camping trips together and spending time in the outdoors.