• Gregg has over 22 years experience in financial services.

• Gregg graduated from Canisius College in 1985 with a Bachelor of Science Degree in Management and joined The Equitable as an agent in June 1985. He later gained securities registration through an affiliated broker-dealer, AXA Advisors, LLC.

• Gregg earned his Chartered Life Underwriter (CLU) professional designation through the American College in 1996.
  
  
• Gregg holds FINRA Series 6, Series 7 and Series 63 registrations.

• Gregg is a member of the Society of Financial Service Professionals and the Buffalo Association of Insurance and Financial Advisors.

• Lynda has been side-by-side with Gregg for over 15 years.

• Lynda graduated from Canisius College in 1985 with a Bachelor of Science Degree in Computer Science and from Rochester Institute of Technology in 1992 with a Masters Degree in Software Development and Management. She officially joined AXA Advisors as a Financial Consultant in December 2005.
• Lynda holds FINRA Series 7 and Series 66 registrations.

• In February 2008, Lynda was awarded the title of Retirement Planning Specialist by AXA Advisors based on receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

We have a practical approach to offering financial advice and planning services to our clients. Rather than just recommending a bunch of unrelated products, first we’ll consider your specific financial goals and investment objectives. Working together, we can formulate a strategy to help you address your goals. Then if suitable, we’ll recommend the appropriate products and services to help you execute your strategy. Our objective is to develop a long-term relationship with you so that we are your most trusted financial professional now and in the years to come.

As for our personal life, Gregg and Lynda are married and live with their four children in Clarence. We are active in community organizations including Nativity of Mary Church & School where we coach basketball and track.

Thank you for visiting our web site and we look forward to working with you.