Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Bryan Bonisteel, AIF, CFPA
Retirement Plan Specialist
585.423.9635
Bryan has guided our clients for over 25 years. He started in the 401K field in 1996, always maintaining a strong identity as thoughtful, transparent, and objective advisors to organizations across our service area. We’re problem...
Read more
Chad Bonshak
Owner/Partner
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. Preparing for the next step in life isn’t always easy but knowledge is the key to a successful...
Read more
Daniel Biviano
Owner/Partner
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a...
Read more