Buffalo Office
126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Our Firm
Proudly based in Upstate New York with offices in Buffalo and Syracuse, we serve clients nationwide as an independent financial planning firm helping them to grow, save, and spend their wealth with confidence.
It may be your first time retiring, but it’s not ours.
We support clients through every stage of life, from building wealth to managing it and eventually guiding the next generation. As independent fiduciaries, we stay relentlessly focused on you and your family, providing the clarity, direction, and confidence needed through life's biggest moments.
Our Partners
Location: Buffalo
About Andy
- 15+ years helping business owners navigate investments and financial planning
- Brings deep understanding of macroeconomic trends and security analysis
- Former Economics Instructor at SUNY Fredonia, specializing in Macro and Monetary Economics
- Vice Chairman of the Cattaraugus County Republican Party
- Secretary of The Brooks Memorial Hospital Board in Dunkirk
- Proud father of five
Credentials
- BA, SUNY Fredonia
- MS, University at Buffalo
- Certified in the NYS Partnership for Long-Term Care Insurance
Designations: CFP®
Location: Syracuse
About Joe
- Guides individuals and families through every stage of financial and retirement planning
- Coordinates investments, cash flow, insurance, and estate strategies into one cohesive plan
- Delivers fiduciary-driven investment management with transparent decision-making
- Simplifies complex financial issues so clients feel confident their future is planned for and protected
- Enjoys traveling with his wife and daughter to the South Shore of Massachusetts, hiking in state and national parks, reading a good book on the couch with Rosie, the family cockapoo, and weekends hacking it up at Tuscarora Golf Club
- Retirement goal: spending more time in Naples, FL, with his family
Credentials
- BA, University of Rochester
- CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
- FINRA Series 7 & 66 Registrations
- Board Member and Finance Committee Chairman of Central New York Community Foundation
- Member of the Financial Planning Association of Central New York
Designations: CFP®, AIF®, RICP®
Location: Syracuse
About Pat
- 20+ years helping clients prepare for and enjoy retirement
- Responsible for the firm’s long-term strategy and vision
- Believes great planning creates confidence, opportunity, and freedom
- Former collegiate rower & rowing coach, lifelong Syracuse native
- Loves fishing anywhere there’s water, golfing, the outdoors & family vacations with his wife & two daughters
- Dedicated fan of the NY Giants (let’s go Dart and Skattebo!), Manchester City, and Syracuse football and basketball teams
- Long-term retirement goal: splitting time between the Maine & South Carolina coasts
Credentials
- BA, Syracuse University
- CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Retirement Income Certified Professional (RICP®)
- Wharton School of Finance Certified Retirement Planning Specialist
- Certified in the NYS Partnership for Long-Term Care Insurance
- Member of the Financial Planning Association of Central New York
Designations: CFP®, ChFC®, CLU®, RICP®, AIF®
Location: Buffalo
About Jeff
- 20+ years helping families and individuals maximize wealth while minimizing tax liability
- Specializes in investment management, retirement planning, and guiding clients through major life transitions
- Core investment philosophy: disciplined, patient stock selection focused on long-term value creation
- Fiduciary committed to transparent, conflict-free advice tailored to each client’s goals
- Started career as an intern at Smith Barney while at the University at Buffalo
- Lives in Lockport with his wife and their four children, where he loves being outside and spending time with friends and family (Go Bills!)
Credentials
- BA, University at Buffalo
- CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
- Accredited Investment Fiduciary (AIF®)
- Wharton School of Finance Certified Retirement Planning Specialist
- Certified in the NYS Partnership for Long-Term Care Insurance
Designations: CFP®
Location: Syracuse
About Brent
- 30 years bringing clarity to the unnecessary complexity of the financial world
- Works closely with clients to develop well-diversified investment strategies tailored to their unique needs and goals
- Prioritizes building strong, lasting relationships through clear and transparent communication
- Serves as a trusted advisor that clients can turn to for all aspects of their personal and professional lives
- Started early in the investment field as a participant in one of the first on-campus Level II trading rooms at Ithaca College
- Resides in Syracuse with his wife and daughter, where he spends his free time chasing birdies on the golf course and serenity on the St. Lawrence River
Credentials
- BA, Ithaca College
- CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
- New York State Partnership for Long-Term Care License
-
Member of the Financial Planning Association of Central New York
Our Team
Location: Syracuse
About Leanne
- Joined CenterBridge in 2020, bringing years of administrative experience from the non-profit sector
- Oversees daily operations of the Syracuse office as Office Manager
- Welcomes clients, plans firm and charity events, manages website updates, and assists with online account access
- Loves connecting with clients and making sure they leave happy
- Dual BA in English Literature and European History from SUNY Oswego
- Recently purchased a home in the city, enjoys decorating, gardening, and cooking
- Loves spending time with her three adult children, hiking in the Adirondacks, and traveling to new countries
Credentials
- BA, SUNY Oswego
Designations: AIF®
Location: Buffalo
About Jon
- Director of Business Development with 20+ years of industry experience
- Passionate about helping clients meet all their financial needs through comprehensive planning
- Previously managed successful investment practices as Vice President with a Buffalo-based independent financial planning office and a large retail bank program
- Serves on Executive and Planning committees for the American Diabetes Association WNY office
- Chairman of local annual golf tournament raising money and awareness for Pulmonary Fibrosis Foundation
- Enjoys playing golf, practicing Krav Maga, cheering for the Buffalo Bills/Sabres, listening to classic rock and/or jazz music, and exploring the WNY restaurant scene
-
Long-term goal: Officially cross name off the “Ballpark chaser” list and see a live game at every MLB stadium (16 of 30 so far)
Credentials
- BS, SUNY Fredonia
- Accredited Investment Fiduciary (AIF®)
- NYS Life, Accident & Health License
- Certified in the NYS Partnership for Long-Term Care Insurance
Location: Buffalo
About Richelle
- Joined CenterBridge in 2021, bringing diverse background in leadership, administration, management, and client relations
- Oversees day-to-day operations of the Lockport office as Office Manager
- Enjoys engaging with clients and ensuring smooth office operations
- Started career in financial services with Waterford Advisors and Ameriprise Financial
- Elected to City of Lockport Common Council for three terms, served as Common Council President, then appointed City Clerk
- BA in American Studies and Political Science from SUNY Buffalo
- Board member for Youth Mentoring Services, Leadership Niagara alumnus, active community volunteer
- Lives in Lockport with her husband and two daughters, and enjoys attending local sporting events
Credentials
- BA, University at Buffalo
Location: Syracuse
About Dorothy
- Joined CenterBridge in 2023, bringing experience in communications and office administration
- Works collaboratively with the CenterBridge staff to support clients in their financial journey
- Lives in Central New York with her husband and three children, where they enjoy exploring everything the area has to offer, from drive-in movies in the summer to ice skating in the winter
Buffalo Office
Serving the greater Buffalo region from Lockport, our office sits within a quiet professional parkway that offers privacy and a welcoming setting for clients.
Syracuse Office
Located in historic Franklin Square Park, our Syracuse office is easily accessible with ample parking and surrounded by beautiful scenery.
Proudly supporting Buffalo and Syracuse community charities since 2014
Let's get started.
Syracuse Office
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Let's get started.
Buffalo Office
126 Professional Pkwy
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100