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.
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.
Charles E. Hanny, CFP®, CRPC
Wealth Advisor
What do you most enjoy about your work?
I really enjoy helping our clients manage and protect their wealth wisely, but it’s the day-to-day “thank you’s” I get that I value most. This lets me know how much our clients value having us as a trusted advisor by their side.
Charlie applies his CFP® expertise and 22 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 his 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, and camping.
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.
Donald Steinmann, MBA
Investment Advisor
What do you most enjoy about your work?
It is gratifying for me to be able to help families deal with the sometimes daunting and confusing investment world and to explain to them what is really going on with their hard earned savings. I also enjoy searching for great investments. As I sometimes tell clients “My job is turning over rocks to find hidden values”. They are not easily found, but it is well worth the effort.
Don has more than 25 years experience managing investments for individuals. He takes a long term value approach to the selection process. His goal is first, safety of his client assets, and then growth over the long haul.
As a public speaker, Don has educated thousands of people in investing basics, giving them an understanding of what the whole investment process is about.
Don is the former Chair of the Applied Behavioral Finance Group of the Chartered Financial Analysts Society of Los Angeles, and also the former Chair of the CFALA’s Advocacy and Ethics Committee.
He holds a bachelors degree in Information Systems from Excelsior College in Albany, New York, and an MBA from Edinburgh Business School in Edinburgh, Scotland.
Don lives in Los Angeles, California, with Nancy his wife of 30 years. They take pride in supporting a number of charities helping the environment, and those in need.
In his spare time, he enjoys reading (especially history), bicycling, and rooting for the LA Kings hockey team.
Jeremy D. Wagner
Associate Wealth Advisor
What do you most enjoy about work?
I find the most enjoyment in connecting with clients on both a professional and personal level. Discovering what matters most to a client leads to a deeper relationship that can blossom into financial success.
Jeremy is an Associate Wealth Advisor with over 6 years of experience in the financial services industry. Passionate for helping clients achieve their financial goals, Jeremy takes a holistic approach to wealth management.
While a Buffalo native, Jeremy graduated from Gannon University in Erie, PA and received a BA degree in Finance. Following his graduation, Jeremy began his career in Pittsburgh, PA where he worked as a brokerage assistant for Wells Fargo Advisors. After developing his skillset in relationship management, Jeremy decided to move back home to join the Emergent Wealth Advisors Team.
In his free time, Jeremy enjoys golfing and biking in the summer, skiing in the winter, and the occasional trivia night around Buffalo.
Juli Lando
Client Service Associate
Juli is the first and friendliest smile you see when visiting our office. Juli graduated from West Chester University of Pennsylvania with a bachelor’s degree in Business. With a passion for helping others coupled with being a natural extrovert and people-person, Juli started her career in customer service. Throughout her career, Juli has learned the importance of building customer relationships and prides herself in always having the client’s best interest at heart.
As part of the Emergent team, Juli works closely with clients to ensure all clients receive the best experience possible. Outside of the office Juli enjoys spending time with her family, as well as cooking, exercising, and live music.