Meet our Financial Team

At L&M, our Financial Advisors are a diverse group of highly experienced professionals. They come from a variety of backgrounds and, as a result, bring with them a wealth of knowledge and skill to the table. However, one trait they all have in common is loyalty – loyalty to L&M and loyalty to their clients. In fact, many of our Financial Advisors have been with us for over 25 years. They also understand that trust is earned, not given, which is why they approach their work as advisors, problem-solvers, and planners – not as salespeople. Another quality they have in common is their intention. At the end of the day, they simply want to help their clients enjoy a better life through smart financial planning. We invite you to browse through this section, meet our advisors, and learn more about what they have to offer you.

Our Financial Advisors

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Mark Anastasia
Financial Advisor, AIF®

716-839-1234 Ext: 243


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Michael Anastasia
LUTCF & Senior Financial Advisor

(716) 839-1234 ext. 233
mikeanastasia@lmfs.net

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Victor Anastasia
Senior Financial Advisor, CRPC®, AIF®

716-839-1234


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Douglas Berkun
Financial Advisor

716-839-1234


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Matthew Burwick
Senior Financial Advisor Burwick/Grossberg Team

716-839-1234 Ext: 286


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Tim DiGiulio
Financial Advisor, CRPC®

716-839-1234


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Amy Jo Dineen
Financial Advisor Burwick/Grossberg Team

(716) 839-1234 ext. 255


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Kevin Garden
Financial Advisor, CFP®

585-244-9630


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Jason Gentner
Financial Advisor, CFA®, CFP®

716-839-1234


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Robert Gentner
Senior Financial Advisor

716-839-1234


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Rick Gibson
401(k) Specialist

716-839-1234 Ext:224


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Jeffrey Grossberg
Senior Financial Advisor Burwick/Grossberg Team

716-839-1234


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Fred Hunt
Financial Advisor, LUTCF®

716-839-1234


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Daniel Lipsitz
Senior Financial Advisor, AIF®

716-839-1234


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Joseph Lipsitz
Financial Advisor, CFP®, CPA

716-839-1234


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Max Lipsitz
CFP®, AIF®

716-839-1234


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Donna Menza
Senior Financial Advisor, AIF®

716-839-1234 Ext: 232


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Julie Murphy
Financial Advisor, CFP®

716-839-1234


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Matthew Newman
Financial Advisor, ChFEBC ℠

716-839-1234


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Robert Nusinov
Financial Advisor

716-839-1234


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Jake Rosen
Financial Advisor

(716) 839-1234


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Robert Rosen
Financial Advisor

716-839-1234


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Vincent Smith
Financial Advisor, ChFEBC ℠

716-839-1234


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We're always looking for talent

At L&M Wealth Management, we're always on the lookout for dedicated, driven, and talented professionals to join our financial planning firm, in our Amherst, NY headquarters and our offices in Rochester and Binghamton.

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